Exhibit_3-Reference_Sheet.pdf

This is a reference sheet form (Exhibit 3) associated with an RFP for HSA Administrator services issued by the Office of Management and Enterprise Services (OMES) Central Purchasing division on behalf of the Oklahoma Health Care Authority Employees Group Insurance Division. The form is designed to be completed by references who have previously engaged vendors for similar services. The document requests company information, contact details, and project specifics, including project description, date, budget, and current status.

The reference sheet contains ten evaluation questions intended to assess vendor performance across key dimensions including achievement of project objectives, schedule adherence, conflict resolution capabilities, responsiveness to client requests, and overall satisfaction. These questions address whether the vendor met expectations, understood client needs, delivered results within the promised timeframe, and whether the reference would recommend rehiring the vendor. The form requires a signature from the reference to authenticate the response. This reference verification tool will assist OMES and the Oklahoma Health Care Authority in evaluating potential HSA Administrator vendors based on their demonstrated performance history with similar clients.