RFP 170-4438-25 Attachment D Reference Check Form_Survey_FINAL.docx

DOCX document 18 KB Posted

Attached to
RFP 170-4438-25 External Audit Services - Private Markets
Solicitation number
S-17000-00014153
Issued by
Marion County, Oregon

About this file

This document is a Reference Check Form for RFP 170-4438-25, issued by the State of Oregon (OST - Oregon State Treasury). The form is designed for collecting vendor performance feedback, with recipients asked to rate a vendor's performance across six key evaluation criteria using a 1-5 scoring system and providing written comments. The reference check targets comprehensive vendor assessment, including overall experience, satisfaction, customer service responsiveness, technical expertise, project completion timeliness, budget adherence, and potential future engagement.

The reference form allows references to provide detailed qualitative and quantitative feedback, with specific scoring mechanisms that assign point values to responses. Notably, questions about project completion and willingness to re-engage with the vendor are scored on a binary yes/no basis, with "Yes" responses receiving 2.5 points. The form requires submission to Josh Woodmansee via two email addresses (josh.woodmansee@ost.state.or.us and purchasing@ost.state.or.us), and includes space for the reference's signature, contact information, and date of completion. The comprehensive nature of the form suggests a rigorous vendor evaluation process aimed at ensuring high-quality vendor performance and accountability.

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Attachment D – RFP 170-4438-25 Reference Check Form Thank you for taking the time to share your experience with VENDOR/SOLUTION. Please return this completed form to: Josh Woodmansee (josh.woodmansee@ost.state.or.us & purchasing@ost.state.or.us) VENDOR requesting the reference from you: ______________________ 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 VENDOR are you and your team? Did the VENDOR understand the Ask / issue, and did the VENDOR deliver a service / product that met your needs?

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. Did the vendor demonstrate sufficient expertise in the providing or executing the desired service / product?

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 project completed on time & within budget? If no, please share why (if known).

Yes No Comments:

6. If given the opportunity, would you choose the VENDOR again?

Yes No Comments:

Reference Signature: ____________________ Date: ____________

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