Oklahoma Supplier Systems #EV00000999

OPERS mortality matching and member-record audit services

OMES is seeking a vendor to verify mortality information and improve the accuracy of OPERS member and beneficiary records. - Government buyer: Oklahoma Office of Management and Enterprise Services (OMES), Central Purchasing, on behalf of the Oklahoma Public Employees Retirement System (OPERS). - OEMs and vendors: No commercial OEMs, vendors, or specific products are named in the solicitation. - Services and volumes: Recurring weekly or monthly mortality matching for up to 50,000 records per month; an initial audit and cleansing of approximately 218,000 records; a secondary audit of up to 75,000 beneficiaries linked to confirmed deaths; and an annual mortality audit of up to 158,000 records. Per-record overage pricing is requested for recurring matching, beneficiary audits, and annual audits. - Service requirements: Verify deaths, identify and document verification sources, and enhance incomplete names and birth dates where possible. Provide results in secure, OPERS-approved formats and maintain a complete processing audit trail. - Data security and delivery: The solution must be vendor-managed, use encrypted data transmission, and delete OPERS data when it is no longer needed. Only secure, closed, controlled AI models may be used; open-source large-scale AI models are prohibited. Bidders must disclose whether verification sources are public, purchased, proprietary, or restricted. - Vendor qualifications: At least two years of relevant experience and a dedicated account manager are required.

Description

OMES Central Purchasing is seeking proposals on behalf of the Oklahoma Public Employees Retirement System (OPERS) for services to maintain accurate member and beneficiary records. The work includes routine weekly or monthly death-matching, a one-time audit and data cleansing of member and beneficiary records, a secondary audit of beneficiaries associated with confirmed deceased individuals, and annual mortality audits. The vendor must verify deaths and disclose their sources, enhance incomplete demographic data, and deliver results securely in OPERS-approved formats. The initial contract term is one year, with four one-year renewal options.

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