ATTACHMENT E - Customer Reference Template.pdf
PDF 175 KB Posted
- Solicitation number
- 163-163-10222026TB
- Issued by
- Mecklenburg County, Cleveland Town, North Carolina
About this file
This is a Customer Reference Template attachment for Charlotte-Mecklenburg Schools (CMS) in North Carolina related to an RFI for Financial Consulting Services. The template requires vendors submitting offers to provide three (3) customer references as supporting documentation for their proposals. Each reference must include the customer organization name, reference contact name and address, email contact information, service start and end dates, and a detailed explanation of the contract, service agreement, or products and quantities provided to that organization. The template is designed to allow CMS to verify vendor experience and capability through direct contact with past clients.
The document serves as a standardized format for vendors to demonstrate their qualifications and track record in delivering similar services. No pricing information, set-asides, incumbency details, or funding amounts are specified within this template document. The submission of completed customer references is a requirement for vendors participating in the RFI process for the financial consulting services position supporting CMS's Chief Financial Officer and Assistant Financial Officer of Budget roles.
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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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