4-04. N267524AN - Reference Form.pdf
PDF 125 KB Posted
- Attached to
- Benefits Consulting and Actuarial Services
- Solicitation number
- N267524AN
- Issued by
- Lee County, Florida
About this file
This is a Reference Request Form for the School District of Lee County, Florida, issued in connection with Invitation to Negotiate No. N267524AN for Benefits Consulting and Actuarial Services. Proposers are required to submit a minimum of three client references documenting prior engagements in which they have provided benefits consulting and actuarial services. The electronic proposal submission deadline is 2:00 PM EST on May 21, 2026, through the Euna Procurement Platform. Client references must be completed and submitted by 2:00 PM EST on June 10, 2026, via email to AmyCN@leeschools.net, with no more than one reference permitted from the School District of Lee County itself. The reference questionnaire requires clients to evaluate proposer performance across multiple dimensions including service duration, project scope, contract type, performance metrics, goal attainment, cost savings realized, staff expertise, inter-agency dynamics, response time, and overall service satisfaction.
The reference form requests detailed assessment of individual proposer representatives assigned to projects, rated on a five-point scale with one representing unacceptable performance and five representing excellent performance. Clients must address specific aspects of service satisfaction and dissatisfaction, evaluate the proposer's response time to inquiries and issues, and provide a recommendation regarding future engagement. All completed references must be submitted directly from the client's email address and copied to the proposer prior to the deadline. The form emphasizes strict compliance with submission procedures and deadlines, as the electronic procurement platform will not accept late submissions.
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Text version
REFERENCE REQUEST FORM INSTRUCTIONS
CLIENT TO COMPLETE AND RETURN VIA EMAIL
The School District of Lee County, Fort Myers, Florida
AmyCN@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 AmyCN@leeschools.net .
Completed References must be included as a separate file in Euna Procurement.
mailto:AmyCN@leeschools.net
EMAIL REFERENCE REQUEST FORM
ITN #N267524AN, Benefits Consulting and Actuarial 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. N267524AN, 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 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. Proposer’s clients shall email the completed Reference Form to AmyCN@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, June 10, 2026, via email, to AmyCN@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 principle 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 AmyCN@leeschools.net and copy the Proposer before 2:00 PM EST on June 10, 2026 mailto:AmyCN@leeschools.net
| PROPOSERS NAME: |
| CLIENT AGENCYFIRM PROVIDING REFERENCE: |
| CLIENTs INDIVIDUAL NAME: |
| EMAIL ADDRESS: |
| PHONE: |
| For what duration were the services provided: |
| What services were provided by the Proposer to the organization 1: |
| What services were provided by the Proposer to the organization 2: |
| What was the size of the projectservices: |
| Were the services provided as part of a performancebased contract or another type of contract 1: |
| Were the services provided as part of a performancebased contract or another type of contract 2: |
| services delivered: |
| 1 being unacceptable: |
| Name: |
| Rating: |
| Name_2: |
| Rating_2: |
| Name_3: |
| Rating_3: |
| Name_4: |
| Rating_4: |
| Name_5: |
| Rating_5: |
| Name_6: |
| Rating_6: |
| Comments 1: |
| Comments 2: |
| Comments 3: |
| Comments 4: |
| Comments 5: |
| 1 being unacceptable_2: |
| 10 Which aspects of the Proposers services are most satisfied: |
| 1: |
| 2: |
| 11 Which aspects of the Proposers services are least satisfied: |
| 1_2: |
| 2_2: |
| being unacceptable: |
| 13 Would you recommend the Proposers services again: |
| Check Box2: Off |
| Check Box3: Off |
| Text4: |
| Text5: |
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