2-REFERENCE FORM 10.09.24.pdf

PDF 669 KB Posted

Attached to
RLI | Workers Compensation Third-Party Administrative Services
Solicitation number
25003JD
Issued by
Broward County, Fort Lauderdale City, Florida

About this file

This is a reference form template for vendor evaluation used by the Broward Sheriff's Office (BSO) and other government agencies to assess proposers' past performance and qualifications. The form must be completed by the proposer's client rather than the proposer themselves, with BSO personnel specifically prohibited from completing the form. The document requests comprehensive information about previous projects including the reference agency details, project name and amount, description of services provided, the vendor's role (prime or subcontractor), contract duration, and whether the agency would use the vendor again.

The form includes a detailed performance evaluation matrix covering vendor quality of service (responsiveness, accuracy, deliverables), organizational capabilities (staff expertise, professionalism, staffing turnover, project timeliness), budget compliance, and cooperation with various stakeholders including the client firm, subcontractors, and regulatory agencies. Each category can be rated as "Needs Improvement," "Satisfactory," "Excellent," or "Not Applicable." The form concludes with a verification statement warning that inaccurate information may result in proposal rejection, award rescission, or contract termination, and requires signature from an authorized agency representative along with their title and date.

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Text version

REFERENCE FORM - To be completed by Proposer’s Client, not the Proposer. Also note that BSO personnel are prohibited from completing this form.

PROPOSER’S COMPANY NAME:

Name of Reference Agency:

Address of Reference:

Contact Information of Reference:

Name Title

Phone # E-Mail Address

1. Reference Company a. Type of Business _________________________

b. Estimated # of employees_______

2. Project Name: _____________________________

3. Project Amount: ___________________________

4. Description of services provided by Vendor:______________________________________

5. Vendor’s role in Project: Prime Vendor Subconsultant/Subcontractor

6. Would you use this vendor again? Yes No If No, please explain:___________

7. Contract term - begin/end dates that Proposer has provided Services to you.

(If there were any breaks in services, please state reason and duration of the break):

8. Is Proposer still providing services to your agency? If not, please elaborate:

9. Is your agency satisfied with the level of service and staffing provided by Proposer? Please elaborate.

10. When a problem is encountered, is the Proposer responsive to your Agency’s concerns?

REFERENCE FORM

PROPOSER’S COMPANY NAME:

11. What is response time for addressing concerns?

12. Please share any information that may be helpful through your experience with your agency’s experience regarding the services provided by the Proposer.

Please rate your experience with the Vendor:

Needs Improvement

Satisfactory Excellent Not Applicable

1. Vendor’s Quality of Service

a) Responsive

b) Accuracy

c) Deliverables

2. Vendor’s Organization:

a) Staff expertise

b) Professionalism

c) Staffing Turnover

d) Timeliness of Project

e) Deliverables

3. Project completed within budget

4. Cooperation with:

a) Your Firm

b) Subcontractor(s)/

Subconsultant(s)

c) Regulatory Agency(ies)

Additional Comments: (provide on additional sheet if needed) All information provided to BSO is subject to verification. Vendor acknowledges that inaccurate, untruthful, or incorrect statements made in support of this response may be used by the BSO as a basis for rejection, rescission of the award, or termination of the contract.

Name & Signature of Agency Representative Title

Date

REFERENCE FORM

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