CONSULTANT_REFERENCE_CHECK_.docx

DOCX document 21 KB Posted

Attached to
WATER FACILITIES GENERAL ENGINEERING ON-CALL SERVICES State and local contract opportunity
Solicitation number
WS85400007
Issued by
Maricopa County, Phoenix City, Arizona

About this file

This document is a Consultant Reference Check instruction guide and evaluation form created by the City of Phoenix, Office of the City Engineer's Design and Construction Procurement section for the Water Facilities General Engineering On-Call Services contract (OPENGOV ID NO.: WS85400007). Responding firms must submit the first three reference checks from agencies or entities for which they have recently provided similar services. The reference check deadline is 12:00 pm Phoenix time on June 12, 2026, with submissions directed to soq.referencechecks@phoenix.gov. Each reference evaluation is scored on a scale of 1 to 4 across seven rating categories, with each reference check worth up to 7 points for a total of 21 points available in the evaluation process.

The Consultant Performance Evaluation Form requires references to rate the firm's performance in the following areas: business relationship, team consistency from proposal to completion, proactive problem-solving, on-time and on-budget delivery, quality of work, innovative suggestions, and willingness to contract again. The evaluation form must be completed by the Owner or the Owner's representative directly responsible for project oversight and must address projects with services relevant to the Water Facilities General Engineering On-Call Services scope. Reference checks will become public record and may be released upon request to the consultant or other entities. The City indicates that failure to submit completed reference forms by the deadline will negatively impact the firm's proposal evaluation.

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DESIGN-BUILD_TEAM_REFERENCE_CHECK_INSTRUCTIONS,_FORM,_AND_SAMPLE_LETTER.pdf PDF

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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.: WS85400007

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 June 12, 2026 to soq.referencechecks@phoenix.gov attention:

Contracts Specialist Alissa Bahr City of Phoenix, Office of the City Engineer, Design & Construction Procurement Email Address: alissa.bahr@phoenix.gov Telephone Number: 602-256-4107

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.

Water Facilities General Engineering On-Call - WS85400007

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 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 June 12, 2026 by 12:00 pm Phoenix time to:

soq.referencechecks@phoenix.gov

*EMAIL SUBJECT LINE SHOULD REFERENCE RFx NUMBER WS85400007

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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