Form_4_Reference_Questionnaire.pdf

PDF 305 KB Posted

Attached to
Professional Services Library State and local contract opportunity
Solicitation number
25-8348
Issued by
Collier County, Florida

About this file

This document is a Reference Questionnaire from the Collier County Procurement Services Division, specifically Form 4 designed to collect comprehensive performance feedback about a vendor or service provider. The form is intended to be completed by previous clients who have worked with the company, providing a detailed evaluation across ten specific criteria including project management, schedule adherence, work quality, communication, professionalism, and overall customer satisfaction. Respondents are asked to rate each criterion on a scale from 1 to 10, with 10 representing highest satisfaction and 1 representing lowest satisfaction.

The questionnaire is structured to capture objective and subjective performance metrics for a potential future procurement process. Each criterion allows the reference to provide a numeric score that reflects their experience with the company's capabilities, including their ability to manage project costs, maintain schedules, provide consultative advice, handle project administration, communicate effectively, manage risks, follow contractual requirements, and deliver overall customer satisfaction. The form includes space for project-specific details such as project description, completion date, budget, and number of project days, enabling a comprehensive and contextual assessment of the company's past performance.

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Text version

Version 2 9.2.25

Procurement Services Division

Form 4 Reference Questionnaire

(USE ONE FORM FOR EACH REQUIRED REFERENCE – FORM MUST BE FULLY COMPLETED AND RETURNED

WITH PROPOSAL SUBMITTAL)

Solicitation:

Reference Questionnaire for:

(Name of Company Requesting Reference Information)

(Name of Individuals Requesting Reference Information)

Name:

(Evaluator completing reference questionnaire)

Company:

(Evaluator’s Company completing reference)

Email: FAX: Telephone:

Collier County has implemented a process that collects reference information on firms and their key personnel to be used in the selection of firms to perform this project. The Name of the Company listed in the Subject above has listed you as a client for which they have previously performed work. Please complete the survey. Please rate each criteria to the best of your knowledge on a scale of 1 to 10, with 10 representing that you were very satisifed (and would hire the firm/individual again) and 1 representing that you were very unsatisfied (and would never hire the firm/indivdiual again). If you do not have sufficient knowledge of past performance in a particular area, leave it blank and the item or form will be scored “0.”

Project Description: ___________________________ Completion Date: _____________________________

Project Budget: _______________________________ Project Number of Days: _______________________

Item Criteria Score (must be completed) 1 Ability to manage the project costs (minimize change orders to scope).

2 Ability to maintain project schedule (complete on-time or early).

3 Quality of work.

4 Quality of consultative advice provided on the project.

5 Professionalism and ability to manage personnel.

6 Project administration (completed documents, final invoice, final product turnover;

invoices; manuals or going forward documentation, etc.)

7 Ability to verbally communicate and document information clearly and succinctly.

8 Abiltity to manage risks and unexpected project circumstances.

9 Ability to follow contract documents, policies, procedures, rules, regulations, etc.

10 Overall comfort level with hiring the company in the future (customer satisfaction).

TOTAL SCORE OF ALL ITEMS

Text25:
Text26:
Name of Company Requesting Reference Information:
Text27:
Text28:
Text29:
Text30:
Text31:
Project Description:
Completion Date:
Project Budget:
Project Number of Days:
Score must be completedAbility to manage the project costs minimize change orders to scope:
Score must be completedAbility to maintain project schedule complete ontime or early:
Score must be completedQuality of work:
Score must be completedQuality of consultative advice provided on the project:
Score must be completedProfessionalism and ability to manage personnel:
Score must be completedProject administration completed documents final invoice final product turnover invoices manuals or going forward documentation etc:
Score must be completedAbility to verbally communicate and document information clearly and succinctly:
Score must be completedAbiltity to manage risks and unexpected project circumstances:
Score must be completedAbility to follow contract documents policies procedures rules regulations etc:
Score must be completedOverall comfort level with hiring the company in the future customer satisfaction:
Score must be completedTOTAL SCORE OF ALL ITEMS:

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