ATTACHMENT E - Customer Reference Template.pdf
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- Attached to
- Ice Cream
- Solicitation number
- 163-163-03282025TB
- Issued by
- Mecklenburg County, Charlotte City, North Carolina
About this file
This document is a Customer Reference Template for Charlotte-Mecklenburg Schools (CMS), designed to collect vendor reference information for a solicitation. The template requires vendors to submit three customer references, with each reference needing detailed information including the customer organization's name, a contact reference, address, email, contract start and end dates, and a comprehensive explanation of the contract, service agreement, or products and quantities provided. The template is dated 09/2024 and is part of a solicitation process where vendors must provide verifiable past performance documentation.
The template is structured to capture critical vendor performance data, allowing CMS to assess a vendor's experience, reliability, and capability through third-party validation. By requiring three separate references, the template enables a thorough evaluation of the vendor's historical work, potentially covering different types of contracts, services, or product deliveries. The standardized format ensures consistent and comparable reference information, which can be used in the vendor selection and evaluation process for the upcoming solicitation.
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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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