Amend 1_Attach G - KPQM Template.docx

ATTACHMENT G

KEY PERSONNEL QUALIFICATION MATRIX

The following is an example of how the Key Personnel Qualification Matrix shall map to Section H.1.2 of the Request for Proposal (RFP). The example describes the required and desired qualifications for a Project Manager designated as "Key," and shows how the Key Personnel Qualification Matrix shall be formatted.

H.1.2 SUPERVISORY/SENIOR ACCOUNTANT

It is required that the Supervisory/Senior Accountant has the following qualifications:

a. A minimum of five years of experience in general ledger accounting related to invoicing, cash, refunds, unearned and earned revenue, bad debt expense and allowance, and receivable management.

b. A Certified Public Accountant (CPA) certificate is required.

c. A minimum of three years of experience in managing and executing accounting period close procedures.

d. A minimum of three annual audit cycle experience researching and responding to accounting related audit requests from outside auditors performing financial statement audits or firsthand experience performing financial statement audits.

e. Proficiency in Financial Accounting Standards Board (FASB) and/or Governmental Accounting Standards Board (GASB) financial reporting.

It is desired that the Supervisory/Senior Accountant has the following qualifications:

· Demonstrated experience preparing audit deliverables and workpapers with supporting documentation for several internal control audit cycles.

Note: Multiple pages for each Key Personnel Qualification Matrix are acceptable. See page limitations in RFP Section L.6, Key Personnel Qualification Matrix.

Proposed Key Personnel Name:

Proposed Key Personnel Position: Supervisory/Senior Accountant

Proposed Basic Contract Labor Category:

Proposed Key Personnel meets the requirements of the proposed Basic Contract Labor Category (Yes /No):

Proposed Key Personnel meets the Security Requirements in /RFP (choose one) Section H.4 (choose one) (Yes/No):

Date(s) of most recent investigation and Counterintelligence Scope Polygraph (CSP): applicable?

Type of investigation completed (e.g., Single Scope Background Investigation (SSBI) or SSBI-Periodic Reinvestigation (SSBI-PR)): applicable?

Agency/agencies that conducted the investigation and CSP: applicable?

Proposed Key Personnel is available to begin work on the Start Date designated in RFP (choose one) Section F.1 (choose one) (Yes/No):

Rationale for the proposed Basic Contract Labor Category:

Rationale for/value of the proposed additional Key Personnel position (as applicable): N/A

REQUIRED QUALIFICATIO NS

Description of Qualifications and Experience (e.g., Place of Work, Official Title for Each Position Held, etc.)

Years of Experience (month/year) H.1.2.a

Years of Experience (month/year) H.1.2.b

Years of

H.1.2.c

Years of

H.1.2.d

KEY

PERSONNEL

QUALIFICATION

MATRIX

Years of

H.1.2.e

DESIRED QUALIFICATIO NS

Description of Qualifications and Experience (e.g., Place of Work, Official Title for Each Position Held, etc.)

Years of

H.1.2

ATTACHMENT G

KEY PERSONNEL QUALIFICATION MATRIX

The following is an example of how the Key Personnel Qualification Matrix shall map to Section H.1.1 of the Request for Proposal (RFP). The example describes the required and desired qualifications for a Project Manager designated as "Key," and shows how the Key Personnel Qualification Matrix shall be formatted.

H.1.1 PROJECT MANAGER

It is required that the Project Manager has the following qualifications:

a. A minimum of five years of experience managing a professional staff performing a variety of customer service, accounting and auditing functions in insurance operations, pension operations, banking operations, or similar financial operations.

b. A bachelor's degree in accounting, finance, business administration/management, economics, or information systems.

c. A minimum of two years of experience in managing a call center and associated customer service tasks.

d. Demonstrated experience in monitoring system processing, including interfaces.

e. Demonstrated experience in identifying, tracking and working automated workflow items.

f. Minimum experience of two software release cycles based on requested system updates/enhancements.

It is desired that the Program Manager has the following qualifications:

· Demonstrated experience utilizing automated invoice processing and subsequent collections through lockbox, Electronic Funds Transfer payments, and Pay.gov.

· Demonstrated experience investigating suspended transactions, unusual data trends, and other data inconsistencies.

· Demonstrated experience managing staff through monthly accounting period close processes.

· Demonstrated experience updating formal procedural documents based on protocol changes.

Note: Multiple pages for each Key Personnel Qualification Matrix are acceptable. See page limitations in RFP Section L.6 (specify), Key Personnel Qualification Matrix.

Proposed Key Personnel Name:

Proposed Key Personnel Position: Program Manager

Proposed Basic Contract Labor Category:

Proposed Key Personnel meets the requirements of the proposed Basic Contract Labor Category (Yes /No):

Proposed Key Personnel meets the Security Requirements in RFP (choose one) Section H.4 (choose one) (Yes/No):

Date(s) of most recent investigation and Counterintelligence Scope Polygraph (CSP): applicable?

Type of investigation completed (e.g., Single Scope Background Investigation (SSBI) or SSBI-Periodic Reinvestigation (SSBI-PR)): applicable?

Agency/agencies that conducted the investigation and CSP: applicable?

Proposed Key Personnel is available to begin work on the Start Date designated in TRFP (choose one) Section F.1 (choose one) (Yes/No):

Rationale for the proposed Basic Contract Labor Category:

Rationale for/value of the proposed additional Key Personnel position (as applicable): N/A

REQUIRED QUALIFICATIONS

Description of Qualifications and Experience (e.g., Place of Work, Official Title for Each Position Held, etc.)

Years of

H.l.la

Years of

H.1.1.b

Years of

H.1.1.c

KEY

PERSONNEL

QUALIFICATION

MATRIX

Years of

H.1.1.d

Years of

H.1.1.e

Years of

H.1.1.f

DESIRED QUALIFICATIONS

Description of Qualifications and Experience (e.g., Place of Work, Official Title for Each Position Held, etc.)