ATTACHMENT E - Customer Reference Template.pdf
PDF 175 KB Posted
- Attached to
- Beverages, Canned & Bottled
- Solicitation number
- 163-163-04022025TB
- Issued by
- Mecklenburg County, Cleveland Town, North Carolina
About this file
This document is a Customer Reference Template from Charlotte-Mecklenburg Schools (CMS) for a solicitation, designed to collect vendor reference information. The template requires vendors to submit three customer references as part of their offer, with each reference section requiring 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 to the organization.
The template is structured to help CMS evaluate potential vendors by gathering verifiable information about their past performance, customer relationships, and service delivery capabilities. While no specific solicitation details are filled in, the document provides a standardized framework for vendors to demonstrate their professional experience and track record across multiple client engagements. The template is dated September 2024 and appears to be part of a formal procurement process that requires vendors to substantiate their qualifications through credible customer references.
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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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