26-8666_Form_5_Reference_Questionnaire.pdf
PDF 259 KB Posted
- Attached to
- Arbitrage Rebate Services
- Solicitation number
- 26-8666
- Issued by
- Collier County, Florida
About this file
This is a Reference Questionnaire Form issued by Collier County's Procurement Services Division in Florida for evaluating firms and key personnel proposed to perform work on state and local contract opportunities. The form is completed by previous clients of proposing companies to assess their past performance on similar projects. Proposers are required to submit one completed reference form for each required reference as part of their bid or proposal submittal. The questionnaire requests project description, completion date, project budget, and project duration information from the evaluator, establishing a baseline for performance assessment.
The reference evaluation utilizes a 10-point scoring scale, with 10 representing very satisfied performance and 1 representing very unsatisfied performance. Evaluators rate the proposing company or individual across ten criteria: ability to manage project costs and minimize change orders, ability to maintain project schedule, quality of work, quality of consultative advice, professionalism and personnel management, project administration and documentation, verbal and written communication clarity, risk and unexpected circumstance management, compliance with contract documents and regulations, and overall customer satisfaction and likelihood of future engagement. All items must be scored; blank responses are recorded as zero. The form requires evaluator contact information including name, company, email, fax, and telephone number. This reference questionnaire process is specifically being used for the Arbitrage Rebate Services contract opportunity, which historically has averaged $20,100 in annual spending for Collier County's tax-exempt debt calculations and compliance reporting.
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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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