07_Exhibit_3_-_Reference_Sheet.pdf

This is a Reference Sheet form for the Credit Counseling Services contract opportunity administered by the Oklahoma Office of Management and Enterprise Services (OMES) Central Purchasing division on behalf of the Department of Consumer Credit. The form is designed to collect reference information from organizations that have previously utilized consumer credit counseling services from prospective suppliers. The reference sheet requests basic company information including supplier name, reference company name, contact details, and project date, along with a description of the overall project scope. Bidders are instructed to provide this form completed by references who have direct experience with their credit counseling service delivery.

The reference form contains seven evaluation questions that assess supplier performance, including the duration of service provision, number of consumers served, identified strengths and weaknesses, any issues or concerns experienced, details regarding major service-related problems, and an overall rating on a scale of 1 to 10. This reference documentation serves as a qualification and evaluation mechanism for the statewide contract procurement, allowing the state to verify supplier capability and service quality through documented feedback from previous clients before contract award.