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
Form 5 Reference Questionnaire Summary
This is a Reference Questionnaire form issued by Collier County, Florida's Procurement Services Division for use in evaluating qualified real estate brokers and brokerage firms responding to a Request for Proposals for comprehensive real estate services. The form requires proposers to submit one completed questionnaire for each required reference, with references based on previous work performed by the firm or key personnel. Proposers must provide client contact information including the evaluator's name, company, email, facsimile number, and telephone number, along with project details including project description, completion date, project budget, and project duration. The pre-proposal conference is scheduled for February 20, 2026, at 10:00 AM EST in Naples, Florida, with proposals due March 16, 2026, at 3:00 PM EST. The anticipated contract term is three years with two optional one-year renewal periods.
References are scored on a scale of 1 to 10 across ten evaluation criteria: ability to manage project costs and minimize change orders; ability to maintain project schedule and complete on-time or early; quality of work; quality of consultative advice; professionalism and personnel management; project administration and documentation; verbal and written communication clarity; risk management capabilities; compliance with contract documents, policies, and procedures; and overall customer satisfaction and willingness to hire the firm again. Any criteria left blank are automatically scored as zero. The total score of all items is calculated, and incomplete questionnaires will not be fully evaluated. All references must be returned with bid and proposal submissions as part of the evaluation process.
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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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