Client Reference Form (2).docx
DOCX document 18 KB Posted
- Attached to
- Traffic Monitoring Handbook
- Solicitation number
- MDT-315833-NO
- Issued by
- Montana
About this file
This is a Client Reference Form template provided for the Montana Department of Transportation's Traffic Monitoring Handbook project. The form requires offerors to submit detailed reference information from previous clients, with each reference needing to be submitted on a separate form. The document outlines that the reference must be provided by a responsible party from the organization where services were performed, and they must sign and date the form. The form must be submitted with the offeror's proposal, and incomplete, unsigned, or missing forms may result in point deductions or proposal rejection.
The form includes a rating system where references evaluate the offeror's performance across six key criteria using a 0-4 scale (4 being Strongly Agree/Very Positive to 0 being Failed). The evaluation criteria include project delivery timeliness and budget adherence, resource allocation, service knowledge, business relationship quality, communication effectiveness, and willingness for future collaboration. A maximum of 20 points are available based on these ratings. The State reserves the right to verify reference information and to use other known references beyond those provided by the offeror.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| SCOPE OF SERVICES_PJ.docx | DOCX document | |
| 1278623-event.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
CLIENT REFERENCE FORM SAMPLES
· A complete and separate Client Reference Form must be provided for each reference.
· Offeror must complete the first part of the Client Reference Form, filling in the information for Company (Offeror) Name, Company (Offeror) Address, and the Name of Project.
· A responsible party of the organization for which the services were provided (the Customer) must provide the reference information.
· The person providing the reference must sign and date the form.
· The Client Reference Form(s) must be submitted with the Offeror’s proposal.
· The State may contact the reference to verify the information given within the Client Reference Form and within the proposal. If the State finds erroneous information, points may be deducted, or the proposal may be rejected.
· If all questions are not answered on the Client Reference Form, if information is missing, or if the form is not signed, points may be deducted, or the proposal may be rejected.
· If a proposal is submitted without a Client Reference Form, points may be deducted, or the proposal may be rejected.
· The State reserves the right to use other known references for the project other than those provided by the Offeror.
Client Reference Form
Offeror Information
| Company Name (Offeror): |
| Name of Project: |
Company (Offeror) Address:
Client Information
| Organization Name (Client): |
| Organization Address: |
| Person Providing the Reference: |
| Title: |
| Phone Number: |
| Email address: |
Reference Signature & Date:
The person providing the reference, as identified above, must provide the following information. This person must be a responsible party of the organization for which the work was performed. This person should have comprehensive knowledge about the project and the company's (Offeror) role and responsibilities within the project.
Your response will be used as part of the Offeror's response. A maximum of 20 points are available based on your ratings.
1. Briefly describe the services provided by the company identified above.
2. Rate each of the following concerning this company’s performance using the ratings from 0-4 below:
4 – Strongly Agree/Very Positive 3 – Agree/Positive 2 – Neutral 1 – Disagree/ Negative 0 – Failed
Rating
_____ A. This company ensured the project deliverables were completed on time and within the agreed budget.
_____ B. This company provided the appropriate resources to the project.
_____ C. This company was knowledgeable in providing the services.
_____ D. The business relationship with this company was positive and cooperative, versus negative and adversarial.
_____ E. This company provided open, timely communications, and was responsive to our needs and requirements.
_____ F. I would choose to work with this company again.
File details come from the government source that posted it. Updated .