Exhibit_11.5_-_Customer_Reference_Form.docx

DOCX document 24 KB Posted

Attached to
Printers and Multi-Functional Devices
Solicitation number
0000000258
Issued by
California

About this file

This is a Customer Reference Form (Exhibit 11.5) for Solicitation 56905, Event ID #0000000258. The form requires bidders to submit three completed customer references for contracts performed within the last five years. References must detail contract numbers, duration, dollar amounts, and products/services provided.

The form includes a rating system with a 1-5 scale (Unsatisfactory to Exceptional) across multiple performance categories including timeliness, contract management, quality, ordering, and customer satisfaction. Raters must provide mandatory explanations for any scores of 1 or 5. The evaluation criteria specifically assess geographic coverage, product availability, response time, account management experience, contract administration, value-added services, product performance, ordering systems, and overall customer satisfaction. Each reference must be signed and dated by the rater, with all questions requiring a response (N/A is not acceptable).

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Text version

Solicitation 56905

Event ID #: 0000000258 Exhibit 11.5

CUSTOMER REFERENCE FORM

Bidders must submit three (3) completed Customer Reference Forms with their submittal as described in Section 5.4.1, Customer Reference. Refer to requirement for detailed instructions.

Contractor’s (Bidder) Name:

Customer/Agency Name (Bidder’s Customer):

Contract Number/PO:

Contract Duration (must be within the last 5 years):

Dollar Amount of Contract (read requirements of the IFB for minimum required dollar value):

Products/Services Provided:

Customer (Bidder’s Customer) Contact Name and Title:

Customer Phone Number:

Customer Fax Number:

Customer E Mail Address:

Ratings: Please summarize contractor performance and circle in the column on the right the number which best corresponds to the performance rating for each question. If the score is either 1 or 5, provide an explanation.

Follow the rating guidelines below for description of rating scale:

Rating Guidelines and Description of Rating Scale:

Exceptional(5)
Best-in-class performance. Performance met all contract requirements and exceeded several to the customer’s benefit. No issues were encountered.
Very Good(4)
Performance met all contract requirements and exceeded some to the customer’s benefit. There were a few minor issues, which were negligible.
Satisfactory(3)
Performance met contract requirements. There were some minor issues, and corrective actions taken by the contractor were acceptable.
Marginal(2)
Performance did not meet the contractual requirements. There were issues, some of a serious nature, for which corrective action was only somewhat effective.
Unsatisfactory(1)
Performance did not meet contractual requirements. There were serious issues and the contractor’s corrective actions were ineffective.

Factors Rated

Questions
Comments

(continue on additional sheets if desired) Mandatory if score is either 1 or 5 All questions must be answered. N/A is NOT acceptable.

Rating

Timeliness
1. How would you rate the contractor’s geographic coverage and ability to deliver on time throughout all your locations?

2. How would you rate the contractor’s product availability and fill rate?

3. How would you rate the contractor’s turnaround time when contacted to provide assistance?

Contract Management
4. How would you rate the experience of the contractor in managing large accounts?

5. How would you rate the service provided by the contractor’s assigned Contract Administrator and/or Project Manager?

Quality
6. How would you rate the quality of the contractor’s value-added services (i.e. Installation, Assembly, Delivery etc.)?

7. How would you rate the performance of contractor’s products compared to that of its competitors?

Ordering
8. How would you rate the contractor’s ordering system?
Customer Satisfaction
9. How would you rate your level of overall satisfaction with the contractor?

Rater’s Signature: Date:

Page 2 of 2 March 7, 2016

File details come from the government source that posted it. Updated .