ATTACHMENT E - Customer Reference Template.pdf

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Attached to
Bus-Vehicle Parts
Solicitation number
163-163-01162025JR
Issued by
Mecklenburg County, Charlotte City, North Carolina

About this file

This is a Customer Reference Template from Charlotte-Mecklenburg Schools (CMS) dated September 2024 that requires vendors to submit three customer references as part of their bid submission. The template is identified as Attachment E and requires vendors to provide detailed information about their past performance with other customers.

The template requires vendors to provide specific information for each reference including: the customer organization name, reference contact name, address, email, contract start and end dates, and a detailed explanation of the contract, service agreement, or products and quantities provided to the reference organization. This standardized format allows CMS to consistently evaluate vendors' past performance and experience across all submissions.

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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:

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