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 responding to Solicitation No. 26-8644 for Tourism Research Services. Proposers are required to submit three to ten client references from similar projects completed within the past two years, and each reference must be documented using this standardized Form 5. The form requests project-specific information including project description, completion date, project budget, and project duration. Proposals must be submitted electronically by April 8, 2026, at 3:00 PM EST, and all submitted references must be completed and returned with the bid/proposal submittal. The contract term is three years with two optional one-year renewal options.
The Reference Questionnaire evaluates ten performance criteria on a scale of 1 to 10, assessing the referenced firm's ability to manage project costs and schedules, quality of work, consultative advice, personnel management, project administration, communication, risk management, contract compliance, and overall customer satisfaction. Evaluators must provide a total score across all items, with blank responses scored as zero. This reference evaluation process is a component of Collier County's broader selection methodology, which allocates evaluation points across multiple criteria including business plan and methodology (20 points), cost of services (20 points), firm experience and capacity (20 points), specialized expertise of team members (20 points), cover letter and management summary (5 points), certified woman and minority business enterprise status (5 points), and local vendor preference (10 points). The County anticipates historical annual expenditures of approximately $120,000 for tourism research services, though this may not reflect future spending patterns.
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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: |
| Text26: |
| Name of Company Requesting Reference Information: |
| Text27: |
| Text28: |
| Text29: |
| Text30: |
| Text31: |
| 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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