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Reference project sheet
Reference project sheet
What this is
A concise, one‑page table that records a past contract (or project) the contractor has successfully delivered which is relevant to the current tender. It shows the client, contract value, scope, dates, and the specific elements that demonstrate the contractor’s capability.
When you need it
During the preparation of the tender dossier, especially when the procurement documents request “references” or evidence of technical and professional ability (see Article 58(4) of Directive 2014/24/EU). It is also useful for any selection‑criteria question about past experience.
How to fill it in
- Identify a project that matches the subject‑matter of the current tender (same sector, similar size, comparable deliverables).
- Record:
- Client / contracting authority
- Contract reference / title
- Value (EUR) – include original contract value and any adjustments.
- Period (start–end dates)
- Scope summary (what was supplied, installed or serviced).
- Outcome (completed on time, performance rating, any awards).
- Attach supporting documents (contract award notice, completion certificate) as annexes to the tender submission.
- Ensure the information is verifiable – keep copies of the original contract or public procurement notices.
What wins points
Providing a reference that directly matches the tender’s scope demonstrates compliance with Article 58(4)’s requirement for technical and professional ability. Explicitly linking each column to the corresponding selection‑criterion (e.g., relevant experience, financial capacity) shows the evaluator that the contractor meets the criterion without further interpretation.
How this gets you disqualified
- Omitting a reference when the tender explicitly asks for one breaches Article 58(4) and can lead to immediate exclusion.
- Supplying false or unverifiable information is an exclusion ground under Article 57 (exclusion grounds).
- Failing to include dates or values prevents the evaluator from assessing relevance, risking a “insufficient evidence of experience” rejection.
Template
| Client | Contract title / reference | Value (€) | Period | Scope summary | Outcome | |--------|----------------------------|-----------|--------|---------------|---------| | [CLIENT] | [REF] | [VALUE] | [START – END] | [BRIEF SCOPE] | [RESULT] |
What wins points
A well‑documented reference project that matches the tender’s scope demonstrates the contractor’s technical and professional ability under Article 58(4), giving a clear advantage in the evaluation of experience criteria.
How this gets you disqualified
Missing a required reference or providing unverifiable information triggers exclusion under Article 57 (exclusion grounds) and can lead to immediate disqualification.
What an evaluator actually looks for
Evaluators first check that a reference is present, matches the tender’s subject‑matter, and includes verifiable dates and values before assessing any other criteria.
Sources
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