A21_Firm_Minimum_and_Desirable_Qualifications_R11.22.xlsx

XLSX spreadsheet 31 KB Posted

Attached to
Request for Proposal (Primary) EEOS90724
Solicitation number
EEOS90724
Issued by
California

About this file

The document provided is an Excel file that outlines the Firm Minimum Qualifications (FMQs) and Firm Desirable Qualifications (FDQs) for a Request for Proposal (RFP) issued by the California State Controller's Office (SCO) for Consulting - Process Reengineer services. The RFP, numbered EEOS90724, is seeking a contractor to provide three non-technical skilled business solutions analysts to identify and document business processes for the SCO. The FMQs include requirements for the firm to have at least 10 years of experience in large government (20 billion+ budget) performing audit and technical accounting services in a State Level Government with a population of 5 million or more, as well as to have an office located in the Sacramento, CA region. The FDQs provide additional points for firms with experience in providing Business Analysis, Process Reengineering, or Business Process Documentation services for a State of California government entity other than SCO, and for firms with more than 5 years of such experience.

The RFP has been through multiple addenda, including revisions to key action dates, the addition of new attachments, and changes to key staff minimum and desirable qualifications. The final proposal submission date is December 2nd, 2024.

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Instructions Instructions for Firm Minimum Qualifications (FMQs):

Proposers shall complete all fields, providing sufficient information to allow SCO to validate that the Proper meets the Firm Minimum Qualifications.

Proposers shall only use its own experience as a prime contractor or a subcontractor to meet each Firm Minimum Qualification.

All experience offered to meet Firm Minimum Qualifications must have been provided to an external client that can serve as a reference and not a "client" within the same organization.

Prior to the Proposer using a current SCO State employee as a reference, the Proposer shall contact SCOBids@sco.ca.gov to ensure the current State employee is not a member of the Evaluation Team.

Proposers may add additional projects, references, and description of relevant experience as necessary to demonstrate that the required number of years of experience have been satisfied, but Proposers shall not modify the structure or content of the tables.

All Projects listed shall not be marked as classified/confidential or non-disclosure agreement (NDA).

If a proposer does not provide a sufficient description of how it meets the Firm Minimum Qualification, the Proposer may be deemed nonresponsive and rejected in its entirety.

EXAMPLE

EXAMPLE

Proposer Name: Proposer Firm Name

Firm Minimum Qualification #1 Phillimeano, Sandra: Lock all cells other than those yellow-filled fields.

The Firm must have at least 10 years of direct experience, within the past 15 years, in large government (20 billion + budget) performing audit and technical accounting services in a State Level Government with a population of 5 million or more.
Project
(Project Name, Client Name, Contract Value)Reference
(Contact Name, Phone Number, & Email)Firm's RoleDescription of Relevant ExperienceStart DateEnd DateDuration (Years)
#1Audit Services, The State of Washington, $2 millionJane Doe

(888) 111-2222

JaneDoe@WAState.govPrime ContractorProposer firm provides sufficient information here to allow SCO to validate that the Proposer meets the Firm Minimum Qualifications.10/1/1210/18/2311.0
#20.0
#30.0
#40.0
#50.0
#60.0
#70.0
#80.0
#90.0
#100.0
Total Yrs.
Firm Minimum Qualification #2
The Firm shall have an office located in the Sacramento, CA region.
Office Location

Address:

Firm Minimum Qualifications

Proposer Name: Proposer Firm Name

Firm Minimum Qualification #1
The Proposer is expected to have a proven record of success and be responsible for all aspects of the service, including any subcontractors and the proposed key staff (Three non-technical skilled business solutions analysts).

Proposer Firm must have at least five years’ experience, within the past ten years, in providing Business Analysis, Process Reengineering, or Business Process Documentation services.

Project
(Project Name, Client Name, Contract Value)Reference
(Contact Name, Phone Number, & Email)Firm's RoleDescription of Relevant ExperienceStart DateEnd DateDuration (Years)
#10.0
#20.0
#30.0
#40.0
#50.0
#60.0
#70.0
#80.0
#90.0
#100.0
Total Yrs.0.0

&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer&"-,Regular"

Firm Desirable Qualifications

Proposer Name: Proposer Firm Name

Firm Desirable Qualification #1
Proposer Firm has least five years’ experience, within the past ten years, in providing Business Analysis, Process Reengineering, or Business Process Documentation services for a State of California government entity other than SCO will be awarded a maximum of 25 points.
State of California Government Entity
Reference
(Contact Name, Phone Number, & Email)Firm's RoleDescription of Relevant ExperienceStart DateEnd DateDuration (Years)
#10.0
#20.0
#30.0
#40.0
#50.0
#60.0
#70.0
#80.0
#90.0
#100.0
Total Yrs.0.0
Firm Desirable Qualification #2
Proposer Firm with more than five years of experience will be awarded five points for each additional year of experience up to 10 years of experience for a maximum of 25 points.
State of California Government Entity
Reference
(Contact Name, Phone Number, & Email)Firm's RoleDescription of Relevant ExperienceStart DateEnd DateDuration (Years)
#10.0
#20.0
#30.0
#40.0
#50.0
#60.0
#70.0
#80.0
#90.0
#100.0
Total Yrs.0.0

&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer

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