ATTACHMENT E - Customer Reference Template.pdf

PDF 175 KB Posted

Attached to
E-RATE HOTSPOT
Solicitation number
163-163-12272024TB
Issued by
North Carolina

About this file

This is a Customer Reference Template (Attachment E) from Charlotte-Mecklenburg Schools (CMS) for vendor submissions. The template requires vendors to provide three customer references as part of their offer submission, with each reference section requesting detailed information including the customer organization name, reference contact details (name, address, email), contract start and end dates, and an explanation of the contract, service agreement, or products and quantities provided to the organization.

The document is formatted as a standard form with version date 09/2024 and includes the CMS logo. The template provides blank fields for vendors to input a Solicitation number and Vendor Name at the top of the form. The document serves as a means of verifying vendor experience and performance through past customer relationships, though no specific pricing terms, set-asides, or funding requirements are mentioned in this attachment.

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Text version

CMS Customer Reference Template Version Date: 09/2024

Page | 1

ATTACHMENT E: CUSTOMER REFERENCE TEMPLATE

Solicitation #: __________________________

Vendor Name: __________________________

Instructions: Vendor shall use this template to submit three (3) customer references with its offer.

Name of Customer Organization:

Customer Reference Name:

Customer Reference Address:

Customer Reference Email:

Start Date:

End Date:

Explanation of contract, service agreement, or type of products and quantity provided to the organization:

Name of Customer Organization:

Customer Reference Name:

Customer Reference Address:

Customer Reference Email:

Start Date:

End Date:

Explanation of contract, service agreement, or type of products and quantity provided to the organization:

Name of Customer Organization:

Customer Reference Name:

Customer Reference Address:

Customer Reference Email:

Start Date:

End Date:

Explanation of contract, service agreement, or type of products and quantity provided to the organization:

ATTACHMENT E: CUSTOMER REFERENCE TEMPLATE

Solicitation:
Vendor Name:
Name of Customer Organization:
Customer Reference Name:
Customer Reference Address:
Customer Reference Email:
Start Date:
End Date:
Explanation of contract service agreement or type of products and quantity provided to the organization:
Name of Customer Organization_2:
Customer Reference Name_2:
Customer Reference Address_2:
Customer Reference Email_2:
Start Date_2:
End Date_2:
Explanation of contract service agreement or type of products and quantity provided to the organization_2:
Name of Customer Organization_3:
Customer Reference Name_3:
Customer Reference Address_3:
Customer Reference Email_3:
Start Date_3:
End Date_3:
Explanation of contract service agreement or type of products and quantity provided to the organization_3:

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