2-04. N257510AN - Reference Form.pdf

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Attached to
Waste Removal (Grease Traps, Sewer Plants, and Lift Stations)
Solicitation number
N257510AN
Issued by
Lee County, Florida

About this file

This is a reference request form for The School District of Lee County, Florida's Invitation to Negotiate No. N257510AN for Waste Removal services covering grease traps, sewer plants, and lift stations. The form requires proposers to distribute it to a minimum of three clients for completion, with clients required to submit completed forms via email to AmyCN@leeschools.net by 2:00 PM EST on September 17, 2025. The document establishes that references must be from clients who have received similar services within the past three years, with only one reference permitted from the School District of Lee County itself. References must be submitted through the Bonfire (Euna Procurement) system as a separate file, and all reference submissions must come directly from the client's email address to ensure authenticity.

The reference form contains thirteen detailed questions evaluating the proposer's performance across multiple dimensions including service delivery, project size, contract type, goal achievement, cost savings, staff expertise, and client satisfaction ratings on a 1-5 scale. The evaluation criteria emphasize performance-based contracting outcomes and require specific information about project duration, service scope, successful and unsuccessful aspects of service delivery, and recommendations for future engagements. The form particularly focuses on assessing the proposer's ability to meet stated objectives and deliver measurable savings, along with detailed ratings of individual team members' knowledge, expertise, and professional interactions with client staff.

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REFERENCE REQUEST FORM INSTRUCTIONS

CLIENT TO COMPLETE AND RETURN VIA EMAIL

The School District of Lee County, Fort Myers, Florida

AmyCN@leeschools.net

Instructions to Proposer: Complete the Proposer/Vendor Name and distribute this form to a minimum of three (3) clients. Clients must submit completed form and send to both the Proposer and the District AmyCN@leeschools.net.

Completed References must be included as a separate file in Bonfire (Euna Procurement).

EMAIL REFERENCE REQUEST FORM

ITN #N257510AN, Waste Removal (Grease Traps, Sewer Plants, and Lift Stations)

CLIENT TO COMPLETE AND RETURN VIA EMAIL TO THE SCHOOL DISTRICT OF LEE COUNTY

REQUESTING AGENCY: SCHOOL DISTRICT OF LEE COUNTY, FLORIDA

PROPOSER’S NAME:

CLIENT AGENCY/FIRM PROVIDING REFERENCE:

CLIENT’s INDIVIDUAL NAME:

EMAIL ADDRESS: PHONE:

In response to Invitation to Negotiate No. N257510AN, the School District of Lee County requires interested Proposers to submit client references for a minimum of three (3) prior engagements for which the Proposer has served in this capacity.

Instructions to Proposers: Complete the Proposer Name and distribute this form to a minimum of three (3) clients and request the form be completed and returned in compliance with the Instructions to Client References. Proposer’s clients shall email the completed Reference Form to AmyCN@leeschools.net, and references shall only be accepted from the Proposers client’s email address. References may include no more than one reference from the School District of Lee County.

Instructions to Client References: Complete this reference questionnaire and return it no later than 2:00 PM EST, September 17, 2025, via email, to AmyCN@leeschools.net.

1. Is the Proposer currently providing services for your organization or have they provided support for this service in the past 3 years? Yes No For what duration were the services provided?

2. What services were provided by the Proposer to the organization?

3. What was the size of the project/services?

4. Were the services provided as part of a performance-based contract, or another type of contract?

5. Describe the performance requirements or measure of success, and the successful and less than successful services delivered.

6. Was the Proposer able to meet the stated goals? Describe the type and amount of savings realized as a result of the Proposer’s services?

7. Please rate the Proposers knowledge and expertise of the individual’s assigned to the project. (5 being excellent, 1 being unacceptable)

8. Please list Proposers principal representatives involved in the project. Please rate them individually. Comment on the skills, knowledge, behaviors or other factors based on the rating. (5 being excellent, 1 being unacceptable)

Name: Rating:

Name: Rating:

Name: Rating:

Name: Rating:

Name: Rating:

Name: Rating:

Comments:

9. Please rate the dynamics/interaction between the Proposer’s staff and the Client the staff. (5 being excellent, 1 being unacceptable)

10. Which aspect(s) of the Proposers services are most satisfied?

11. Which aspect(s) of the Proposers services are least satisfied?

12. Please rate the satisfaction with the Proposers response time to questions and/or issues. (5 being excellent, 1 being unacceptable)

13. Would you recommend the Proposers services again?

Email completed form to AmyCN@leeschools.net and copy the Proposer before 2:00 PM EST on September 17, 2025

PROPOSERS NAME:
CLIENT AGENCYFIRM PROVIDING REFERENCE:
CLIENTs INDIVIDUAL NAME:
EMAIL ADDRESS:
PHONE:
For what duration were the services provided:
What services were provided by the Proposer to the organization 1:
What services were provided by the Proposer to the organization 2:
What was the size of the projectservices:
Were the services provided as part of a performancebased contract or another type of contract 1:
Were the services provided as part of a performancebased contract or another type of contract 2:
services delivered:
1 being unacceptable:
Name:
Rating:
Name_2:
Rating_2:
Name_3:
Rating_3:
Name_4:
Rating_4:
Name_5:
Rating_5:
Name_6:
Rating_6:
Comments 1:
Comments 2:
Comments 3:
Comments 4:
Comments 5:
1 being unacceptable_2:
10 Which aspects of the Proposers services are most satisfied:
1:
2:
11 Which aspects of the Proposers services are least satisfied:
1_2:
2_2:
being unacceptable:
13 Would you recommend the Proposers services again:
Check Box1: Off
Check Box2: Off
Text3:

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