RFP Attachment D - Reference Check Form.docx

38 KB Posted

Attached to
Operations, Maintenance, Data Migration and Enhancement Services to Existing Salesforce System
Solicitation number
S-DASOBO-00014873
Issued by
Marion County, Oregon

About this file

Written by GovTribe AI ·

This document is a Reference Check Form for a state and local procurement solicitation (RFP #S-DASOBO-00014873), designed to gather detailed feedback from previous clients or references about a proposer's performance. The form is comprehensive, containing 15 key evaluation questions that assess various aspects of the proposer's service delivery, including responsiveness, communication, customer service, problem resolution, timeline adherence, and overall satisfaction. References are asked to rate services on a 0-10 scale and provide qualitative comments about the proposer's performance, project implementation, and business relationship.

The form appears to be specifically tailored for evaluating vendor performance, potentially for a technology or professional services contract, with particular emphasis on Salesforce-related services or implementations. The document includes sections for capturing reference contact information, specific service modules, business objectives, and detailed assessments of the proposer's capabilities. The form has been revised at least twice, with versions dated November 19, 2014, and December 9, 2016, indicating ongoing refinement of the reference checking process by the procurement agency (DAS Procurement Services).

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RFP [###-####-##] – [RFP title]

ATTACHMENT F - REFERENCE CHECK FORM

RFP #S-DASOBO-00014873

Attachment D: Reference Check Form

ATTACHMENT D - REFERENCE CHECK FORM

Proposer Name:__________________________________________
Reference Entity:__________________________________________
Reference Contact Name:__________________________________________
Contact Telephone Number:__________________________________________
Contact Email Address:__________________________________________

Please respond to the following questions:

How likely would you be to use Proposer’s services and solution again?

Please identify what specific modules or services were implemented?

Describe if Proposer met business objectives and requirements defined in the RFP or Statement of Work?

Please rate the following questions on a scale of 0-10 (0 = Not satisfied; 10 = Extremely satisfied):

Item
Comments
Score

1. How would you rate the Proposer’s responsiveness and communication?

2. How would you rate Proposer’s delivery of services?

3. How would you rate Proposer’s responsiveness to customer service issues and special requests (reported problems, unexpected changes, billing issues, etc.)

4. What type of services did Proposer preform?

5. Describe the services listed in response to question #4 and describe the nature of the underlying project and any ongoing operation of the solution or system for which Proposer provided/is providing services.

6. Describe Proposer’s customer service.

7. Describe your satisfaction with the business relationship with the Proposer.

8. Describe your satisfaction with the business relationship with the Proposer.

9. Describe the Proposer’s methods for problem resolution.

10. How likely would you be to use Proposer’s services again?

11. Which aspect(s) of Proposer’s services are you the most satisfied?

12. Which aspect(s) of Proposer’s services are you the least satisfied?

13. Rate and describe how well the Proposer stayed within the proposed timelines?

14. Please describe how the proposer has handled updates and releases from salesforce and integrated those releases and changes?

15. Rate and describe how did the final project cost compared to the initial proposed cost?

Version 1.0 - November 19, 2014Page 1 of 2
DAS Procurement Services, Version 2.0 – December 9, 2016Page 1 of 2

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