PERS S 45900_00014078 RFP AttD Reference Check Final.pdf

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Attached to
PERS Actuarial Services
Solicitation number
S-45900-00014078
Issued by
Washington County, Oregon

About this file

This document is a Reference Check Form for a Request for Proposal (RFP S 45900-00014078) for Actuarial Services issued by PERS (Public Employees' Retirement System). The form is designed to gather detailed feedback from references about a potential service provider, with ten comprehensive questions that probe the proposer's past performance, service quality, customer satisfaction, and project execution.

The reference check form seeks qualitative information from previous clients, including specifics about the types of services provided, customer service quality, problem resolution methods, timeline adherence, and cost management. The questions are structured to elicit nuanced insights about the proposer's capabilities, reliability, and overall business performance, which will likely be used to evaluate and score the proposer's bid for actuarial services. The form allows reference contacts to provide open-ended responses that can help the procurement team make an informed selection decision.

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RFP S 45900-00014078 – PERS Actuarial Services Att D

PERS RFP S-45900-00014078 AttD Reference Check Page 1 of 1

ATTACHMENT D - REFERENCE CHECK FORM

Proposer Name: __________________________________________

Reference Entity: __________________________________________

Reference Contact Name: __________________________________________

Contact Telephone Number: __________________________________________

Contact Email Address: __________________________________________

Please respond to the following questions:

1. For what type of services did you engage Proposer?

2. Describe the services listed in response to question 1.

3. Describe Proposer’s customer service.

4. Describe your satisfaction with the business relationship with Proposer.

5. Describe Proposer’s methods for problem resolution.

6. How likely would you be to use Proposer’s services again?

7. With which aspect(s) of Proposer’s services are you the most satisfied?

8. With which aspect(s) of Proposer’s services are you the least satisfied?

9. How well did Proposer stay within the proposed timeline?

10. How did the final project cost compare to the initial proposed cost?

Proposer Name: __________________________________________
Reference Entity: __________________________________________
Reference Contact Name: __________________________________________
Contact Telephone Number: __________________________________________
Contact Email Address: __________________________________________
Please respond to the following questions:

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