2_04A7042_-__SOQ_Responsiveness_Checklist.pdf

Revised 06/01/21

A&E CONSULTANT’S SOQ RESPONSIVENESS CHECKLIST

The following checklist is a summary tool that is not all inclusive but intended to assist Consultants/Contractors responding to a Request for Qualifications (RFQ). Solicitation’s will differ in their requirements; therefore, each solicitation must be reviewed carefully to ensure responsiveness. This includes a review of the “Statement of Qualifications Submittal (SOQ) Instructions and General Contract Process Information” referenced in the RFQ and posted in A&E Contract Information. In the case of a requirement conflict the RFQ governs.

Received by submittal date and time stated in the Request for Qualifications (RFQ) SOQ Format:

• Electronic and printable in paper size 8 ½” x 11”

• Minimum 8-point font size used for all documents (except the organizational chart)

SOQ includes the following seven (7) sections:

Section 1 – Transmittal Letters/Goal Documentation

• Transmittal letter from Prime Consultant/Contractor shall:

o list all firms (prime consultant and subconsultants, and vendors) o indicate the specific portion of the work to be performed by each firm o estimate percentage of utilization for each firm o indicate whether or not the firm is subject to prevailing wage requirements

• Transmittal letter from Subconsultant/Subcontractor shall:

o state commitment to the prime o indicate in transmittal letter the specific portion of the work to be performed

• Disclosure of Potential Conflicts of Interest, if applicable

Goal Documentation (unless exempt)

• Disadvantaged Business Enterprise (DBE) Goals o Copy of DBE database printout for proof of firm’s certification o ADM-0227F o Good Faith Effort Documentation, ADM-0312F

• Disabled Veteran Business Enterprise (DVBE) Goals (unless exempt) o DVBE certification letter(s) issued by the certifying entity o California Disabled Veteran Business Enterprise Requirements form

(DGS PD 843)

o Bidder Declaration Form (GSPD-05-105)

The following Section is applicable to contracts containing public work elements and therefore are subject to prevailing wage requirements by the California Department of Industrial Relations (DIR).

Department of Industrial Relations (DIR) Consultant Requirements

• A copy of Contractor Registration for all Consultants and vendors, who will be performing prevailing wage work

Section 2 – General Services Administration Standard Form SF330

A. PART ONE-CONTRACT-SPECIFIC QUALIFICATIONS - Sections D-H to be divided by colored sheets.

1. Section A – Contract Information

2. Section B – Architect-Engineer Point of Contact – Prime Information

3. Section C – Proposed Team Information

4. Section D – Organizational Chart – limited to one (1) page folded to 8-1/2” x 11’, not to exceed 11” x 17”.

• Identify key personnel with a symbol (i.e. star or a key or other symbol)

5. Section E – Resumes of all Proposed Key Personnel

• Proposed personnel shall be grouped by firm

• Personnel resumes shall be arranged by classification and numbered for each individual firm

• Prime and subconsultants shall include a letter certifying that proposed personnel meet the requirements specified in the RFQ for their corresponding classification

6. Section F – Example Projects – Ten (10) example projects

7. Section G – Key Personnel Participation in Example Projects.

8. Section H – Additional Information

• Prime consultant is limited to four (4) pages

• Subconsultant limited to two (2) pages

9. Section I – Authorized Representative signature

B. SF330 PART TWO – GENERAL QUALIFICATIONS – NOT APPLICABLE

Section 3 – Availability Table or Graph

• Table or graph showing the percentage of staff availability of the team proposed

• Personnel retention strategy and written plan

Section 4 – Communication Plan

• Communication Plan showing accessibility of the team

Section 5 – Work Force Analysis

• Prime and subconsultants with 50 or more employees shall provide a Work Force

Analysis

• Prime and subconsultants with fewer than 50 employees shall provide a statement indicating that the firm has fewer than 50 employees

• A Work Force Analysis Chart and/or exemption statement is not required for vendors.

Section 6 – Nondiscrimination Plan

• Prime, subconsultants and vendors with 50 or more employees shall provide a description of the firm’s nondiscrimination program

• Prime, subconsultants and vendors with fewer than 50 employees shall provide a description of the firm’s nondiscrimination program shall provide a statement indicating that the firm has fewer than 50 employees

• A statement by the prime consultant on the behalf of the subconsultants or vendors is not acceptable.

Section 7 – California Civil Rights Laws The CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION Form ADM-0076 is required from a prime for a contract or amendment in the amount of one hundred thousand dollars ($100,000) or more.