Attachment 8 - Client References.docx

DOCX document 34 KB Posted

Attached to
RFP 2026-04 Enterprise Strategic Planning Services
Solicitation number
0000039752
Issued by
California

About this file

This is a Client References attachment document for RFP 2026-04 Enterprise Strategic Planning Services issued by Covered California. The document establishes requirements for proposers to provide client references that demonstrate their experience and qualifications in delivering enterprise strategic planning services. Proposers are required to submit references from previous clients for whom they have conducted similar strategic planning engagements, enabling Covered California to verify the proposer's capability to develop comprehensive enterprise strategic plans with measurable objectives and key results (OKRs), key performance indicators (KPIs), implementation roadmaps, and organizational change management components. The references serve as a critical evaluation criterion for assessing proposer experience and success in delivering the complex, cross-divisional strategic planning services that Covered California seeks for its next enterprise strategic plan.

The client references requirement allows Covered California to validate proposer credentials through direct contact with previous clients who can attest to the quality and effectiveness of strategic planning work completed. References typically include contact information, project descriptions, engagement scope, and outcomes achieved, providing Covered California evaluators with firsthand accounts of proposer performance. This reference verification process is a standard qualification assessment tool designed to ensure that selected proposers have demonstrated success delivering strategic planning services comparable in complexity and scope to those required under this solicitation.

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Text version

ATTACHMENT XX – CLIENT REFERENCES

Provide two (2) client references.

Proposer’s Name: ______________________________________________________

List two (2) clients served in the past three years for which Proposer provided services similar to those listed in the Model Contract Exhibit A - Scope of Work. At least one (1) client must be of an account size similar to one (1) that Proposer would oversee if selected for this contract. List the most recent first. Covered California may contact any current or past clients you have listed.

If two (2) references cannot be provided, explain why:

Covered California RFP 2026-04: Enterprise Strategic Planning Services Attachment 8 - Client References

REFERENCE 1

Name of Client

Street address

City

State

ZIP Code

Contact person, Title
Telephone number

Email

Dates of service
Value or cost of service

Brief description of service provided

REFERENCE 2

Name of Client

Street address

City

State

ZIP Code

Contact person, Title
Telephone number

Email

Dates of service
Value or cost of service

Brief description of service provided

File details come from the government source that posted it. Updated .