ATTACHMENT E - Customer Reference Template.pdf
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- Solicitation number
- 163-163-04302025TB
- Issued by
- Mecklenburg County, Cleveland Town, North Carolina
About this file
This document is a Customer Reference Template issued by Charlotte-Mecklenburg Schools (CMS) for a solicitation process requiring vendors to submit three customer references as part of their offer. The template is designed to capture comprehensive information about previous contracts, including the name of the customer organization, contact details, contract dates, and a detailed explanation of the services, products, or agreements provided.
The template provides structured fields for vendors to demonstrate their past performance and credibility by documenting three separate customer references. Each reference section allows vendors to describe the scope of their previous work, including the start and end dates of the contract, the type of products or services delivered, and the quantity provided to the referenced organization. The document is dated September 2024 and is part of CMS's standard procurement documentation, indicating a systematic approach to vendor qualification and evaluation.
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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: |
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