Death Audit Services

The Oklahoma Public Employees Retirement System (OPERS), through the Office of Management and Enterprise Services (OMES) Central Purchasing division, is soliciting proposals for death audit and data cleansing services to maintain accurate member and beneficiary records. The scope of work includes a one-time initial audit of up to 218,000 records, a beneficiary audit and cleansing of 75,000 records, weekly or monthly mortality analysis for 50,000 records, and an annual comparative mortality audit of up to 158,000 records. Key deliverables include the provision of obituary links or copies for matched deaths and the identification of full legal names and dates of birth for partial records, with all results delivered via secure electronic transmittal. Proposals will be evaluated based on best value standards, focusing on qualifications, experience, and references from similar public sector retirement plans. A mandatory and distinguishing evaluation factor is the bidder's ability to disclose the specific source used to verify each death match. The selection process may include a second round featuring product demonstrations and interviews to assess the bidder's methodology and rapport with staff. Technical requirements mandate the use of secure, closed, and controlled AI models, prohibiting open-source large-scale AI, and requiring compliance with the State of Oklahoma's AI policy and Section 508 accessibility standards. Administrative terms specify a net 45-day payment cycle, with payments made via purchase card after services are accepted at the destination. Bidders must provide a budget using the provided template, submit resumes for all proposed staff, and provide an Authority to Operate (ATO) or confirmation of submission. Additionally, suppliers must certify non-discrimination against firearm entities and disclose any familial or business relationships with the state agency. Insurance must be provided by a carrier rated A- or better by A.M. Best.