What the buyer needs
AI summaryThe Oklahoma Public Employees Retirement System seeks death audit services to maintain accurate member and beneficiary records through routine death-matching services and periodic data integrity reviews. The selected vendor must oversee all aspects of this work, rectify discrepancies, provide secure encrypted data transmission, comply with privacy laws, provide user account access support, and submit pricing for records exceeding specified monthly audit thresholds. Only USA onshore organizations are eligible, and any entity that assisted in preparing the solicitation or procurement terms is precluded from award. Bidders must submit proposals online through the Oklahoma Supplier Portal by 3:00 p.m. Central Standard Time on December 10, 2026. Requests for administrative review are due by November 13, 2026, and questions must be submitted through the portal and emailed to the contracting officer by November 24, 2026.
Scope of work
- Death audit services
- Record cleansing services
- Routine death-matching services
- Periodic data integrity reviews
- Oversee coordination, rectifying discrepancies, and resolving issues
- Support to maintain user account access as needed
Minimum qualifications
- Bidders must not have assisted in preparing the solicitation or developing procurement terms
- Experience in undertakings similar in size, scope and complexity, including past performance
- Demonstrated successful implementation experience through three business references
Documents to include with your response
- Section 1: Dated Cover Page or transmittal letter
- Section 2: Executive Summary and Company Information (Attachment A Section 5)
- Responding Bidder Information (Form CP076) and accompanying documentation
- Certification for Competitive Bid and/or Contract (Non-Collusion Form CP004)
- Signed amendments to the solicitation (if any)
- Required conflict of interest, performance, and state employee relationship disclosures
- Certificate of Insurance
- Authority to Operate (ATO) or confirmation of submission
- Section 8: Pricing (Exhibit 1: Bidder Budget Template)
- Section 11: Business References (Exhibit 2: Bidder Reference Template)
How to submit
- Method
- Electronic via the Oklahoma Supplier Portal
- Instructions
- Upload solely via the Oklahoma Supplier Portal structured in separate, labelled sections according to the required bid packet format. Firm offer for at least 120 days.
