4-04. CQ26-0158AN - Reference Form.pdf

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Attached to
Mechanical, Electrical and Plumbing (MEP) Services Mariner High School - HVAC Renovation.
Solicitation number
CQ26-0158AN
Issued by
Lee County, Florida

About this file

This is a Reference Request Form for Mechanical, Electrical and Plumbing (MEP) Services issued by the School Board of Lee County, Florida for the Mariner High School HVAC Renovation project (RFQ No. CQ26-0158AN). Respondents to this solicitation are required to submit a minimum of three (3) completed reference forms from previous clients who have direct experience with the firm's MEP design and construction services. All completed reference forms must be submitted via email to AmyCN@leeschools.net and included as a separate file in the Bonfire electronic platform no later than 1:00 PM EST on February 18, 2026. References may be retained on file by the District for one year and used for future project solicitations. Previously submitted references are acceptable if they fall within the one-year validity period and must be resubmitted with the current proposal.

The reference form requests clients to evaluate the respondent's performance across multiple dimensions, including cost control, schedule adherence, design accuracy, flexibility with scope changes, staff interaction, and overall expertise in addition and renovation projects. Clients are asked to rate the firm on a scale of one to five in categories such as knowledge and expertise, flexibility relative to project changes, dynamics with staff, and response time to inquiries. Additionally, clients must disclose whether they would contract with the firm again and provide recommendations, while documenting any changes to project costs and timelines compared to original estimates. References must be completed and returned directly by the client organization to both the respondent and the District.

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Text version

REFERENCE REQUEST FORM INSTRUCTIONS (MECHANICAL, ELECTRICAL & PLUMBING (MEP) SERVICES)

CLIENT TO COMPLETE AND RETURN VIA EMAIL

The School Board of Lee County, Fort Myers, Florida

AmyCN@leeschools.net

Instructions to Respondents: Complete the Respondent/Vendor Name and distribute this form to a minimum of three (3) clients. Clients must submit completed form and send to both the Respondent and the District (AmyCN@leeschools.net ). Completed References must be included as a separate file in Bonfire.

References shall be inclusive of the School District and can be kept on file for future projects, for one year.

Previously submitted references must be submitted as a separate file in Bonfire. Please insure that the date of the previously submitted reference falls within the one year allowed.

mailto:AmyCN@leeschools.net

REFERENCE FORM

Client Project References

Instructions to Client References: Complete this reference questionnaire and return it no later than 1:00 PM EST, on February 18, 2026, via email, to AmyCN@leeschools.net and copy the respondent.

This reference will be kept on file and valid for 12 months and may be used for future solicitations.

To Whom It May Concern:

Your name has been given as a reference by in response to Mechanical, Electrical and Plumbing (MEP) Services for Mariner High School - HVAC Renovation, RFQ No. CQ26-0158AN. Please complete the questionnaire below regarding your experience with said firm and email form to AmyCN@leeschools.net by 1:00 PM on February 18, 2026. Please mark N/A in the margin if a question below is Not Applicable.

Date:

Name of Client Organization:

First Name:

Last Name:

Email:

Phone:

1. Project Title:

2. Was the Professional fee increased after the original contractual agreement? Yes No Initial Project Cost Estimate Total Final Project Cost _______

3. Provide a description of factors that influenced changes to the total final project cost _____________

4. Were required documents completed as per the original time frame? Yes No Estimated Date Actual Date

5. Were the Professionals’ estimates of construction cost accurate? Yes No Estimated Amount Contract Amount

6. Was the design completed as per the original time frame? Yes No Estimated Date Actual Date

7. Would you contract with this firm for projects in the future?

8. Describe the overall performance on the project.

9. How would you rate this firm’s knowledge and expertise in designing addition/renovation projects? (5 being excellent, 1 being unacceptable)

10. How would you rate the firm’s flexibility relative to changes in the project scope and timelines? (5

11. How would you rate the dynamics/interaction between the firm and your staff? (5 being excellent, 1 being unacceptable)

12. Who were the firm’s Lead Designers for your project and how would you rate them individually? (5

Name: Rating:

13. With which aspect(s) of this firm’s services were you most satisfied?

14. Which aspect(s) of this firm’s services were you least satisfied?

15. How satisfied are you with the firm’s response time to questions and/or issues? (5 being excellent, 1 being unacceptable)

16. Would you recommend this firm’s services to your organization again?

Email completed form to AmyCN@leeschools.net and copy the Respondent before 1:00 PM EST on February 18, 2026.

Your name has been given as a reference by:
Date:
Name of Client Organization:
First Name:
Last Name:
Email:
Phone:
1 Project Title:
Initial Project Cost Estimate:
Provide a description of factors that influenced changes to the total final project cost 1:
Provide a description of factors that influenced changes to the total final project cost 2:
Estimated Date:
Actual Date:
Estimated Amount:
Contract Amount:
Estimated Date_2:
Actual Date_2:
7 Would you contract with this firm for projects in the future:
8 Describe the overall performance on the project:
being excellent 1 being unacceptable 1:
being excellent 1 being unacceptable 2:
being excellent 1 being unacceptable:
being unacceptable:
Name:
Rating:
Name_2:
Rating_2:
Name_3:
Rating_3:
13 With which aspects of this firms services were you most satisfied:
undefined:
14 Which aspects of this firms services were you least satisfied:
15 How satisfied are you with the firms response time to questions andor issues 5 being excellent 1:
being unacceptable_2:
16 Would you recommend this firms services to your organization again:
1:
2:
Text1:
Check Box2: Off
Check Box3: Off
Check Box4: Off
Check Box5: Off
Check Box6: Off
Check Box7: Off
Check Box8: Off
Check Box9: Off

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