4._ATTACHMENT_14_-_KEY_STAFF_QUALIFICATIONS_WORKBOOK.xlsx

XLSX spreadsheet 47 KB Posted

Attached to
Pre-Solicitation RFP 25-4-002-1 SMARA-4
Solicitation number
0000036842
Issued by
California

About this file

This document is a Key Staff Qualifications Workbook for a Request for Proposal (RFP #0081-01) issued by the State of California Department of Fish and Wildlife for a complex IT project. The workbook provides detailed instructions and templates for bidders to document the qualifications of key personnel, specifically the Project Manager, Solution Architect, and Business Analyst. The document outlines mandatory and desirable scored qualifications for each role, including requirements such as minimum years of experience, project management expertise, and specific technical competencies.

The qualification requirements focus on complex IT projects with a minimum value of $5 million, involving functional areas like financial management, case management, data submission, entity management, and grants management. The roles require experience with Agile project management, cloud-based SaaS solutions, and working with public sector organizations. Bidders must demonstrate expertise in managing cross-functional teams, implementing technology solutions, and supporting multi-jurisdictional government entities. The workbook provides a structured format for bidders to detail their key staff's professional experience, project descriptions, client references, and total contract amounts to demonstrate compliance with the RFP's stringent qualification criteria.

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1. Instructions

Request for Proposal 25-4-002-1: DMR SMARA-4
Instructions
Field DescriptionInstructions
Bidder NameEnter the Bidder's Company or Firm Name
Key Staff NameEnter the First and Last Name of the Bidder's key staff for the project
Project NameEnter the Project Name for the key staff's referenced project. List the minimum number of projects to meet years of experience requirement.
Client NameEnter the name of the agency/organization/entity from which the experience was obtained
Client Contact Name, Email Address, and Telephone NumberEnter the Client name, email address, and telephone number for the reference contact for the project
Project DescriptionEnter a brief description of the referenced project (include the Project's purpose/goal)
Description of Services ProvidedEnter a brief description (250 words or less) of how the project helps the Key Staff meet the requirement
Total Contract AmountEnter the Contract amount for Bidder's services.
Start Date (MM/DD/YYYY)Enter the beginning of the qualifying experience (MM/DD/YYYY)

NOTE: The Start Date is the date from which any qualifying experience begins. Any start dates that are older than the experience requirement (prior to the RFP release date) will NOT be counted towards experience.

End Date (MM/DD/YYYY)Enter the end of the qualifying experience (MM/DD/YYYY)
Total Months[Formulated field - Do not modify]

State of California Department of Fish and Wildlife Attachment 15 – Key Staff Qualifications Tab 1. Instructions

RFP #0081-01

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Attachment 14 - Key Staff Qualifications Workbook

Refer to RFP Part 1, Section 4.1.3. Staff Qualifications (M/DS)

See column definitions below.

NOTE: It is the Bidder’s responsibility to provide sufficient detail in its responses to permit the State to evaluate the Key Staff's ability to meet the mandatory qualification requirements. If the State is unable to determine the minimum experience has been met, the Bidder’s Proposal may be deemed non-responsive.

2. Key Staff Qualifications

Attachment 14: Key Staff Qualifications Form
Bidder Name:[Enter Bidder's Company Name Here]
1. Project ManagerKey Staff Name:[Enter First Name and Last Name of Key Staff Here]
Qualification #PM-M-01 (Mandatory): Five (5) years of Full Time Equivalent (FTE) experience within the last five (5) years as the Project Manager of at least one (1) complex IT project with a minimum value of five-million dollars ($5M). Include managing third-party and internal cross-functional teams in the below functional areas:

(a) Financial Management

(b) Case Management

(c) and at least one of the following additional functional areas:

i. Data Submission

ii. Entity Management

iii. Grants Management

Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #PM-M-02 (Mandatory): Three (3) years FTE experience within the last five (5) years as the Project Manager working with Agile project management, Agile software development and implementation, including developing sprints, creating themes, epics, user stories, detailed design.
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #PM-DS-03 (Desirable Scored): Two (2) FTE years experience within the last ten (10) years managing at least one project that includes geographic information systems (GIS) components. (20 points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #PM-DS-04 (Desirable Scored): Seven (7) years FTE experience within the last ten (10) years as the Project Manager working with Agile project management, Agile software development and implementation, including developing sprints, creating themes, epics, user stories, detailed design. (20 points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #PM-DS-05 (Desirable Scored): Experience managing at least one (1) project where the client was the State of California. (20 Points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #PM-DS-06 (Desirable Scored): Five (5) years FTE experience within the last ten (10) years of working with public sector organizations. (20 points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
2. Solution ArchitectKey Staff Name:[Enter First Name and Last Name of Key Staff Here]
Qualification #SA-M-01 (Mandatory): Three (3) years of Full Time Equivalent (FTE) experience within the last five (5) years as the Solution Architect of at least one (1) complex IT project with a minimum value of five-million dollars ($5M). Include implementing, integrating, and managing a cloud-based SaaS solution with 1,000+ users, involving users in stakeholder groups both internal and external to the organization in the below functional areas:

(a) Financial Management

(b) Case Management

(c) and at least one of the following additional functional areas:

i. Data Submission

ii. Entity Management

iii. Grants Management

Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #SA-DS-02 (Desirable Scored): Three (3) years FTE experience within the last ten (10) years managing at least one project that includes geographic information systems (GIS) components. (20 points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #SA-DS-03 (Desirable Scored): Possess and maintain a Cloud-Based Solution Architecture certification in one (1) or more industry leading architecture frameworks. (20 Points)
Attach Certificate
3. Business AnalystKey Staff Name:[Enter First Name and Last Name of Key Staff Here]
Qualification #BA-M-01 (Mandatory): Five (5) years of Full Time Equivalent (FTE) experience within the last five (5) years, the Business Analyst served in a lead role on at least one (1) complex IT project with a minimum value of five-million dollars ($5M). Having strong business analysis experience involving users in stakeholder groups both internal and external to the organization in the below functional areas:

(a) Financial Management

(b) Case Management

(c) and at least one of the following additional functional areas:

i. Data Submission

ii. Entity Management

iii. Grants Management

Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #BA-M-02 (Mandatory): One (1) year of FTE experience within the last five (5) years, the Business Analyst was in a lead role serving multi-jurisdictional entities within the local, state or federal government.
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0
Qualification #BA-DS-03 (Desirable Scored): Three (3) years of FTE experience within the last ten (10) years managing at least one project that includes geographic information systems (GIS) components. (20 points)
Project #Project NameClient NameClient Contact Name, Email Address, and Telephone NumberProject DescriptionDescription of Services ProvidedTotal Contract AmountStart Date
MM/DD/YYYYEnd Date
MM/DD/YYYYTotal Months / Years & Months
100 years, 0 months
20
30
40
50
TOTAL0

State of California Department of Fish and Wildlife Attachment 15 – Key Staff Qualifications Tab 2. Bidder Qualifications

RFP #0081-01

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File details come from the government source that posted it. Updated .