Form_5_Reference_Questionnaire.pdf
PDF 259 KB Posted
- Attached to
- Real Estate Services
- Solicitation number
- 25-8424
- Issued by
- Collier County, Florida
About this file
This is a Reference Questionnaire form used by Collier County, Florida's Procurement Services Division to evaluate the qualifications and past performance of firms and key personnel bidding on county contracts. The form requires one completed questionnaire for each required reference and must be submitted with bid or proposal materials. Proposers must identify client references who have previously engaged their firm, and those references complete the evaluation by rating the firm across ten performance criteria on a scale of 1 to 10, where 10 indicates high satisfaction and willingness to hire again, and 1 indicates dissatisfaction and unwillingness to rehire. The evaluation categories include project cost management, schedule adherence, work quality, consultative advice, personnel management, project administration, communication clarity, risk management, contract compliance, and overall customer satisfaction. References must also provide project descriptions, completion dates, budgets, and project duration to contextualize their ratings.
The questionnaire functions as a critical component of Collier County's vendor selection process for the Real Estate Services contract opportunity, which seeks qualified real estate brokers to provide comprehensive real estate services with anticipated annual transactions exceeding $5,000,000. Proposers responding to the Real Estate Services RFP must submit completed reference questionnaires as part of their proposal packages, with proposals due March 16, 2026. The reference evaluation contributes to the overall proposal scoring, which includes experience and qualifications weighted at 30 points of the total evaluation criteria, making past performance references essential to demonstrating bidder capability for managing significant real estate transactions on behalf of Collier County and affiliated entities.
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Text version
Version 2 9.2.25
Procurement Services Division
Form 5 Reference Questionnaire
(USE ONE FORM FOR EACH REQUIRED REFERENCE – FORM MUST BE FULLY COMPLETED AND RETURNED
WITH BID/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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