3-06 - Reference Form.pdf

This is a Reference Form used by the City of Lubbock, Texas, Purchasing and Contract Management department for evaluating vendors responding to a 457(b) Deferred Compensation Plan, Recordkeeping and Administration contract opportunity. The form requires proposers to provide three professional references from current customers who can verify service quality and experience with similar projects. The City specifically requests references from customers of comparable size and scope to the proposed work and explicitly prohibits the use of the City of Lubbock as a reference.

Each reference entry requires standard contact information including the company name, address, contact person title, phone number, and email address. Proposers must also document the similar project performed for each reference and the year in which the work was completed. This reference verification process is designed to assess the proposer's capability to deliver the bundled recordkeeping, administrative, education, and compliance services required under the contract, which will operate alongside an independent provider of plan consulting and investment fiduciary services.