26-8644_Form_5_Reference_Questionnaire.pdf

PDF 259 KB Posted

Attached to
Tourism Research Services
Solicitation number
26-8644
Issued by
Collier County, Florida

About this file

This is a Reference Questionnaire form issued by Collier County, Florida's Procurement Services Division for use in evaluating firms and key personnel in response to a Request for Proposals for Tourism Research Services. The form serves as a standardized evaluation tool to collect reference information from previous clients of proposing firms. Each reference questionnaire requires completion of project details including project description, completion date, budget, and duration. Proposers must submit one completed form for each required reference as part of their bid or proposal submittal.

The Reference Questionnaire evaluates ten specific performance criteria on a scale of 1 to 10, with 10 representing high satisfaction and willingness to rehire and 1 representing dissatisfaction and unwillingness to rehire. The evaluation criteria assess the firm's ability to manage project costs and maintain schedules, quality of work and consultative advice, professionalism and personnel management, project administration and documentation, communication and documentation skills, risk management capabilities, compliance with contract documents and regulations, and overall customer satisfaction. Evaluators must complete all scoring items; blank responses are scored as zero. The form requires evaluator contact information including name, company, email, fax, and telephone number, and concludes with calculation of a total score across all ten items. This reference evaluation process supports Collier County's selection methodology for determining which firms are qualified to perform the tourism research services, with the county historically spending approximately $120,000 annually on such services.

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Text version

Version 2 9.2.25

Procurement Services Division

Form 5 Reference Questionnaire

(USE ONE FORM FOR EACH REQUIRED REFERENCE – FORM MUST BE FULLY COMPLETED AND RETURNED

WITH BID/PROPOSAL SUBMITTAL)

Solicitation:

Reference Questionnaire for:

(Name of Company Requesting Reference Information)

(Name of Individuals Requesting Reference Information)

Name:

(Evaluator completing reference questionnaire)

Company:

(Evaluator’s Company completing reference)

Email: FAX: Telephone:

Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.”

Project Description: ___________________________ Completion Date: _____________________________

Project Budget: _______________________________ Project Number of Days: _______________________

Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope).

2 Ability to maintain project schedule (complete on-time or early).

3 Quality of work.

4 Quality of consultative advice provided on the project.

5 Professionalism and ability to manage personnel.

6 Project administration (completed documents, final invoice, final product turnover;

invoices; manuals or going forward documentation, etc.)

7 Ability to verbally communicate and document information clearly and succinctly.

8 Abiltity to manage risks and unexpected project circumstances.

9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.

10 Overall comfort level with hiring the company in the future (customer satisfaction).

TOTAL SCORE OF ALL ITEMS

Text25:
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Name of Company Requesting Reference Information:
Text27:
Text28:
Text29:
Text30:
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Project Description:
Completion Date:
Project Budget:
Project Number of Days:
Score must be completedAbility to manage the project costs minimize change orders to scope:
Score must be completedAbility to maintain project schedule complete ontime or early:
Score must be completedQuality of work:
Score must be completedQuality of consultative advice provided on the project:
Score must be completedProfessionalism and ability to manage personnel:
Score must be completedProject administration completed documents final invoice final product turnover invoices manuals or going forward documentation etc:
Score must be completedAbility to verbally communicate and document information clearly and succinctly:
Score must be completedAbiltity to manage risks and unexpected project circumstances:
Score must be completedAbility to follow contract documents policies procedures rules regulations etc:
Score must be completedOverall comfort level with hiring the company in the future customer satisfaction:
Score must be completedTOTAL SCORE OF ALL ITEMS:

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