5-06 - Reference Form.pdf

This is a Reference Form document issued by the City of Lubbock, Texas Purchasing and Contract Management department for the Consulting and Broker Services for City Property and Casualty Insurance procurement. The form requires interested vendors to provide three professional references from current customers who can verify service quality on similar projects. The City prefers references from customers of comparable size and scope and explicitly prohibits using the City of Lubbock as a reference. For each reference, vendors must supply the company name, address, contact person with title, phone number, email address, description of the similar project, and year the project was completed.

The form is a standard evaluation tool designed to assess vendor qualifications and track record in property and casualty insurance consulting and brokerage services. Submission of completed reference information is required as part of the proposal process for the insurance consulting engagement, which will include management of the City's insured and self-funded programs across multiple coverage areas including property, auto, liability, workers' compensation, and specialized coverage lines, with services to commence April 1, 2026.