CONSULTANT_REFERENCE_CHECK.docx

DOCX document 21 KB Posted

Attached to
STREET TRANSPORTATION DEPARTMENT PROJECT MANAGEMENT ASSISTANCE ON-CALL SERVICES
Solicitation number
PMGTOC2629
Issued by
Maricopa County, Arizona

About this file

This is a Consultant Reference Check Instructions document issued by the City of Phoenix, Office of the City Engineer's Design and Construction Procurement section, for the Street Transportation Department Project Management Assistance On-Call Services contract (OPENGOV ID NO.: PMGTOC2629). Responding firms must submit performance evaluations from three references representing agencies or entities for which the firm has recently provided similar services. Reference checks must be submitted to soq.referencechecks@phoenix.gov by 12:00 pm Phoenix time on January 30, 2026, with the submission deadline coinciding with the overall qualifications submission deadline through the City's Procurement Portal at https://procurement.opengov.com/portal/phoenix. Each reference check evaluation is worth up to 7 points, with a maximum of 21 points available from three references combined.

The Consultant Performance Evaluation form requires references to rate consultant performance across seven categories: business relationship, team consistency from proposal to project completion, proactive problem-solving, on-time and on-budget delivery, quality of work, provision of efficiencies and innovative ideas, and willingness to contract again. Ratings use a four-point scale where 1 equals Unsatisfactory (0.25 points), 2 equals Poor (0.50 points), 3 equals Good (0.75 points), and 4 equals Excellent (1.0 point). The completed evaluation forms become public record subject to release upon request. Firms should submit reference requests to the project Owner or Owner's representative directly responsible for project oversight and should provide Christopher Balderrama, Contracts Specialist, contact information (Christopher.Balderrama@phoenix.gov; (602) 495-3790) for reference questions.

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CONSULTANT REFERENCE CHECK INSTRUCTIONS,

FORM, AND SAMPLE LETTER

The attached Consultant Performance Evaluation Form is to be provided to the agencies or entities for which your firm has recently provided services similar to those requested for this project. Provide the evaluation form to the Owner, or the Owner’s representative directly responsible for oversight of the project to complete and submit to the email box listed below.

The first three references submitted will be accepted and the scores utilized as part of the evaluation process. Each reference check is worth up to 7 points for a total of up to 21 points available.

The form is to be completed by the agency or entity and uploaded to the (email box) at:

soq.referencechecks@phoenix.gov

The procurement identifier is:

OPENGOV ID NO.: PMGTOC2629 - STREET TRANSPORTATION DEPARTMENT PROJECT MANAGEMENT ASSISTANCE ON-CALL SERVICES

Also attached is a sample performance evaluation cover letter that may be used when sending the reference check request.

Sample Consultant Performance Evaluation Cover Letter

Sample Cover Letter Contact Name Address of Reference

(Your Name) is responding to a Request for Qualifications (RFQ) from the City of Phoenix Office of the City Engineer’s Design and Construction Procurement section.

The City is requesting reference information related to our past performance. As a part of the response submittal process, the City is requesting performance evaluations from agencies that our firm has performed services for either in the past or is currently receiving services.

I would appreciate your cooperation in completing the attached Consultant Performance Evaluation form and return by email the completed form by 12:00 pm Phoenix time on January 30, 2026 to soq.referencechecks@phoenix.gov attention:

Christopher Balderrama, Contracts Specialist City of Phoenix, Office of the City Engineer, Design & Construction Procurement Email Address: Christopher.Balderrama@phoenix.gov Telephone Number: (602) 495-3790

Failure to submit the Consultant Performance Evaluation form by the above date will have a negative impact on the proposal we submit for this service. Your cooperation in submitting this form by this date is appreciated.

If you have any questions regarding this request, please contact (your name) at (your telephone number).

Sincerely, INSTRUCTIONS FOR COMPLETING CONSULTANT PERFORMANCE EVALUATION

Evaluate the Consultant’s contract performance in each of the rating areas listed below. On the Consultant Performance Evaluation form, circle the rating from 1 to 4 that most closely matches your evaluation of the Consultant’s performance. Comments are not required but appreciated. Every rating area must be scored.

The Design and Construction Procurement section will use the information from this form to evaluate firms competing for contract award. This completed form will become public record and upon request, will be released to the Consultant or any other entity.

Please submit the completed form to the address indicated on the bottom of the Consultant Performance Evaluation form.

Thank you for your time and your cooperation.

PMGTOC2629 - STREET TRANSPORTATION DEPARTMENT PROJECT MANAGEMENT ASSISTANCE ON-CALL SERVICES

CONSULTANT PERFORMANCE EVALUATION FOR ___________________________________

(firm name)

In the box below, provide the project title, contracted services provided by the firm, and start and completion date of services. This form is to be completed by the Owner, or the Owner’s representative directly responsible for oversight of the project. The project services evaluated must be relevant to the services of this project. Every rating area must be scored.

RATINGS: Summarize the Consultant’s performance and circle the number below that corresponds to the performance rating for each category. Please see the rating scale.

1 = Unsatisfactory (.25 pt.); 2 = Poor (.50 pt.); 3 = Good (.75 pt.); 4 = Excellent (1.0 pt.)

HOW WOULD YOU RANK THE BUSINESS RELATIONSHIP BETWEEN THE OWNER AND THE FIRM?
4

Comments:

WAS THE TEAM PRESENTED IN THE PROPOSAL THE TEAM THAT WORKED ON THE PROJECT TO COMPLETION?
4

Comments:

WAS STAFF PROACTIVE IN SOLVING PROBLEMS THAT MAY HAVE OCCURRED ON THE PROJECT?
4

Comments:

WAS THE CONTRACTED SCOPE OF SERVICES COMPLETED ON TIME AND WITHIN BUDGET?
4

Comments:

HOW WOULD YOU RATE THE QUALITY OF WORK PERFORMED BY THIS FIRM ON YOUR PROJECT?
4

Comments:

DID THE FIRM RECOMMEND EFFICIENCIES OR PROVIDE INNOVATIVE IDEAS OR SUGGESTIONS?
4

Comments:

WOULD YOU BE WILLING TO CONTRACT WITH THIS FIRM AGAIN? (YES = 1 point)
YES

NO

Comments:

TOTAL SCORE

(MAXIMUM 7 POINTS)

Reference Evaluation Provided By:

Name and Title: ___________________________________________________________

Agency/Organization: _____________________________________________________

Date: ____________________________

Telephone Number: ________________________

Email completed form by January 30, 2026, by 12:00 pm Phoenix time to:

soq.referencechecks@phoenix.gov

*EMAIL SUBJECT LINE SHOULD REFERENCE OPENGOV PROJECT NUMBER

The document should reference the project number and firm for which the reference check is being submitted. If no project number is available, reference the service and firm for which the reference check is being submitted.

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