RFP 170-4437-25 Attachment D Reference Survey_Draft.docx
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- Solicitation number
- S-17000-00015408
- Issued by
- Marion County, Oregon
About this file
This is a Reference Check Form for RFP 170-4437-25, a state contract opportunity managed by the State of Oregon for Oregon Retirement Savings Marketing Services. The form is designed to collect feedback from references regarding vendors and solutions being proposed for a technical assessment and digital marketing plan related to auto-IRA programs comparable to OregonSaves. Completed forms should be submitted to Michael Sztenderowicz at the Oregon State Treasurer's office. The reference evaluation captures vendor and solution performance across multiple dimensions through a standardized assessment process.
The reference form employs a scoring methodology consisting of six evaluation criteria. Questions one through four utilize a 1-5 scale, with 1 representing poor performance and 5 representing excellent performance, and address vendor experience, solution satisfaction, customer service responsiveness, and data migration quality. Questions five and six require yes/no responses, each worth 2.5 points, and assess whether implementation was completed on time and within budget and whether the reference would select the solution again. References must provide their name, organization, phone number, and email address, along with supporting comments for each rating to substantiate their evaluation.
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Text version
Attachment D – RFP 170-4437-25 Reference Check Form Thank you for taking the time to share your experience with VENDOR/SOLUTION. Please return this completed form to: Michael Sztenderowicz (Michael.sztenderowicz@ost.state.or.us & purchasing@ost.state.or.us) VENDOR requesting the reference from you: ______________________ SOLUTION being proposed: ______________________ Name of your company/organization: _______________________ Your Name: _______________________ Your Phone Number: _____________________ Your Email Address: _____________________ Please respond to the following questions with a score and comments supporting your rating. Scores should be 1-5, with 1 being poor and 5 being excellent.
1. How would you rate your experience working with the VENDOR?
1 2 3 4 5 Comments:
2. How satisfied with the SOLUTION are you and your team?
1 2 3 4 5 Comments:
3. How would you rate the VENDOR’s customer service, i.e. were they responsive, were issues resolved timely?
1 2 3 4 5 Comments:
4. If you migrated data from another system to this SOLUTION, how would you rate the quality of migration?
1 2 3 4 5 N/A Comments:
Please respond to the following questions with a yes/no and any comments you wish to make.
YES = 2.5 Points; No = 0 Points
5. Was the implementation completed on time & within budget? If no, please share why (if known).
Yes No Comments:
6. If given the opportunity, would you choose the SOLUTION again?
Yes No Comments:
Reference Signature: ____________________ Date: ____________
File details come from the government source that posted it. Updated .