4-04. N267520JA - Reference Form.pdf

REFERENCE REQUEST FORM INSTRUCTIONS

CLIENT TO COMPLETE AND RETURN VIA EMAIL

The School District of Lee County, Fort Myers, Florida

JoniMA@leeschools.net

Instructions to Proposer: Complete the Proposer/Vendor Name and distribute this form to a minimum of three (3) clients. Clients must submit completed form and send to both the Proposer and the District JoniMA@leeschools.net.

Completed References must be included with your proposal as a separate file in Bonfire (Euna Procurement).

EMAIL REFERENCE REQUEST FORM

ITN No. N267520JA, Program Management Services

CLIENT TO COMPLETE AND RETURN VIA EMAIL TO THE SCHOOL DISTRICT OF LEE COUNTY

REQUESTING AGENCY: SCHOOL DISTRICT OF LEE COUNTY, FLORIDA

PROPOSER’S NAME:

CLIENT AGENCY/FIRM PROVIDING REFERENCE:

CLIENT’s INDIVIDUAL NAME:

EMAIL ADDRESS: PHONE:

In response to Invitation to Negotiate No. N267520JA, the School District of Lee County requires interested Proposers to submit client references for a minimum of three (3) prior engagements for which the Proposer has served in this capacity.

Instructions to Proposers: Complete the Proposer’s Name and distribute this form to a minimum of three (3) clients and request the form be completed and returned in compliance with the Instructions to Client References (below).

Proposer’s clients shall email the completed Reference Form to JoniMA@leeschools.net, and references shall only be accepted from the Proposers client’s email address. References may include no more than one reference from the School District of Lee County.

Instructions to Client References: Complete this reference questionnaire and return it no later than 2:00 PM EST, February 25, 2026, via email, to JoniMA@leeschools.net.

1. Is the Proposer currently providing services for your organization or have they provided support for this service in the past 3 years? Yes No For what duration were the services provided?

2. What services were provided by the Proposer to the organization?

3. What was the size of the project/services?

4. Were the services provided as part of a performance-based contract, or another type of contract?

5. Describe the performance requirements or measure of success, and the successful and less than successful services delivered.

6. Was the Proposer able to meet the stated goals? Describe the type and amount of savings realized as a result of the Proposer’s services?

7. Please rate the Proposers knowledge and expertise of the individual’s assigned to the project. (5 being excellent, 1 being unacceptable)

8. Please list Proposers principal representatives involved in the project. Please rate them individually. Comment on the skills, knowledge, behaviors or other factors based on the rating. (5 being excellent, 1 being unacceptable)

Name: Rating:

Name: Rating:

Name: Rating:

Name: Rating:

Comments:

9. Please rate the dynamics/interaction between the Proposer’s staff and the Client the staff. (5 being excellent, 1 being unacceptable)

10. Which aspect(s) of the Proposers services are most satisfied?

11. Which aspect(s) of the Proposers services are least satisfied?

12. Please rate the satisfaction with the Proposers response time to questions and/or issues. (5 being excellent, 1 being unacceptable)

13. Would you recommend the Proposers services again?

Email completed form to JoniMA@leeschools.net, and copy the Proposer before 2:00 PM EST on February 25, 2026.