Reference Sheet for Pension Actuarial Consulting Services

This document is a reference sheet template issued by the Oklahoma Office of Management and Enterprise Services (OMES) Central Purchasing division on behalf of the Legislative Service Bureau for the procurement of actuarial services under the Oklahoma Pension Legislation Actuarial Analysis Act. The reference sheet is designed to collect vendor performance information from previous clients of prospective bidders. Respondents must provide company identification details, contact information, and comprehensive project descriptions for past actuarial or related consulting work. The form requires documentation of at least two project references with specific project dates, budgets, and current status information.

The reference sheet requires bidders to provide detailed responses to ten evaluation questions assessing vendor performance, including achievement of project goals, schedule adherence, conflict resolution capabilities, response time, and overall satisfaction. Each reference sheet must be completed in full with detailed answers to all questions; incomplete submissions are subject to disqualification. The responses are designed to evaluate the vendor's technical competency, communication effectiveness, understanding of client needs, and capacity to deliver results as promised, with particular emphasis on whether the client would engage the vendor for future work. Bidders may submit multiple reference sheets if they have additional relevant project experience to demonstrate their qualifications.