A22_KS_Minimum_and_Desirable_Qualifications_R11.22.xlsx
XLSX spreadsheet 37 KB Posted
- Attached to
- Request for Proposal (Primary) EEOS90724
- Solicitation number
- EEOS90724
- Issued by
- California
About this file
This document is a Request for Proposal (RFP) from the California State Controller's Office (SCO) seeking a Consulting Process Reengineer Contractor to provide three non-technical skilled business solutions analysts to identify and document business processes for the SCO. The RFP has gone through three addendums, with the most recent (Addendum 3) revising the key action dates and extending the final submission date for proposals to December 2nd, 2024. The RFP includes detailed Key Staff Minimum Qualifications (KSMQs) and Key Staff Desirable Qualifications (KSDQs) that proposers must meet for the three key staff positions. These qualifications cover requirements such as experience in audits of defined benefit pension and OPEB plans, business process analysis and re-engineering, and possession of Certified Business Analyst certifications.
The RFP does not provide details on pricing terms, set asides, incumbents, funding requirements, or sources. However, it specifies that all experience proposed to meet the Key Staff Minimum Qualifications must have been provided to an external client that can serve as a reference, and not a "client" within the same organization.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment_22,_KS_Minimum_and_Desirable_Qualifications.xlsx | XLSX spreadsheet | |
| Addendum_4.pdf | ||
| Attachment_21,_Firm_Minimum_and_Desirable_Qualifications.xlsx | XLSX spreadsheet | |
| Addendum_3_-_Revised_Key_Action_Dates.pdf | ||
| Q_A_Addendum_1.pdf | ||
| EEOS90724_Exhibits.pdf | ||
| Addendum_1_EEOS90724_RFP_Primary_Final.pdf | ||
| Addendum_2.pdf | ||
| Addendum_2_EEOS90724_RFP_Primary.pdf | ||
| A21_Firm_Minimum_and_Desirable_Qualifications_R11.22.xlsx | XLSX spreadsheet | |
| EEOS90724_RFP_Primary.pdf |
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Text version
Instructions Instructions for Key Staff Minimum Qualifications (KSMQs):
Proposers shall complete all fields in the tables especially for the "Description of Relevant Experience field, for each proposed key staff, providing sufficient information to allow SCO to validate that the Proposer meets the Key Staff Minimum Qualifications.
Proposers may create copies of the KSMQs worksheet within the workbook if more than one Key Staff is proposed. Proposers must demonstrate that each proposed Key Staff meets each of the Key Staff Minimum Requirements.
Proposers may add additional projects, references, and description of 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 experience proposed to meet Key Staff Minimum qualifications must have been provided to an external client that can serve as a reference and not a "client" within the same organization.
For the purpose of assessing Key Staff Minimum Qualifications, one year of experience is defined as 52 weeks of full time work (40 hours per week).
All Projects listed shall not be marked as classified/confidential or non-disclosure agreement (NDA).
Prior to the Proposers using a current SCO State employee as a reference, the Proposer shall contact the SCO Procurement Official at SCOBids@sco.ca.gov to ensure the current State employee is not a member of the Evaluation Team.
Proposers must provide a minimum of one project to satisfy each Key Staff Minimum Qualification.
Proposers MAY NOT copy and paste the SCO provided Key Staff Minimum Qualifications into the Description of Relevant Experience field as they will not provide SCO with sufficient details to evaluate your proposed projects.
If a proposer does not provide a sufficient description of how its key staff meet(s) the Key Staff Minimum Qualification(s), the Proposal may be deemed nonresponsive and rejected in its entirety.
EXAMPLE
EXAMPLE
Proposer Name: Proposer Firm Name
| KSMQ | Key Staff Name | Title | ||||||
| 1 | ||||||||
| The Firm must designate a Project Manager that will be the main point of contact and coordinate all work under the Agreement. The Project Manager must be a Partner of the Primary Contractor (Proposer Firm) with a minimum of two years' experience, within the last 10 years, performing audits of defined benefit Pension and/or OPEB plans. | ||||||||
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | |||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | |||
| #1 | Audit Services, The State of Washington | Project Manager | John Doe provided services including audits of defined benefit pension and OPEB plans. | Jane Doe |
(888) 111-2222
| JaneDoe@WAState.gov | 10/1/12 | 10/18/23 | 30 | 75% | 8.3 | |||
| #2 | Audit Services, The State of New York | Project Manager | John Doe provided services including audits of defined benefit pension and OPEB plans. | Jane Doe |
(888) 111-2222
| JaneDoe@NYState.gov | 9/1/15 | 10/18/23 | 10 | 25% | 2.0 | ||
| #3 | 0% | 0.0 | |||||
| #4 | 0% | 0.0 | |||||
| #5 | 0% | 0.0 | |||||
| #6 | 0% | 0.0 | |||||
| #7 | 0% | 0.0 | |||||
| #8 | 0% | 0.0 | |||||
| #9 | 0% | 0.0 | |||||
| #10 | 0% | 0.0 | |||||
| Total Yrs. | 10.3 |
KSMQ
Proposer Name: Proposer Firm Name Proposer Name: Proposer Firm Name Proposer Name: Proposer Firm Name
| KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title |
| 1 | 1 | 1 | ||||||
| Each Key Staff must have at least three years’ experience, within the past five years, performing business process analysis, and/or business process re-engineering. |
For the purpose of assessing KSMQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week). Each Key Staff must have at least three years’ experience, within the past five years, performing business process analysis, and/or business process re-engineering.
For the purpose of assessing KSMQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week). Each Key Staff must have at least three years’ experience, within the past five years, performing business process analysis, and/or business process re-engineering.
For the purpose of assessing KSMQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week).
| Project | ||||||||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | |||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | Project | ||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | |||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | Project | ||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | |||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | |||||||||||
| #1 | 0% | 0.0 | #1 | 0% | 0.0 | #1 | 0% | 0.0 | ||||||||
| #2 | 0% | 0.0 | #2 | 0% | 0.0 | #2 | 0% | 0.0 | ||||||||
| #3 | 0% | 0.0 | #3 | 0% | 0.0 | #3 | 0% | 0.0 | ||||||||
| #4 | 0% | 0.0 | #4 | 0% | 0.0 | #4 | 0% | 0.0 | ||||||||
| #5 | 0% | 0.0 | #5 | 0% | 0.0 | #5 | 0% | 0.0 | ||||||||
| #6 | 0% | 0.0 | #6 | 0% | 0.0 | #6 | 0% | 0.0 | ||||||||
| #7 | 0% | 0.0 | #7 | 0% | 0.0 | #7 | 0% | 0.0 | ||||||||
| #8 | 0% | 0.0 | #8 | 0% | 0.0 | #8 | 0% | 0.0 | ||||||||
| #9 | 0% | 0.0 | #9 | 0% | 0.0 | #9 | 0% | 0.0 | ||||||||
| #10 | 0% | 0.0 | #10 | 0% | 0.0 | #10 | 0% | 0.0 | ||||||||
| Total Yrs. | 0.00 | Total Yrs. | 0.00 | Total Yrs. | 0.00 |
| KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title |
| 2 | 2 | 2 | ||||||
| Each Key Staff must possess a Certified Business Analyst certificate that is certified through an accredited entity such as the International Institute of Business Analysis (IIBA) or the Project Management Institute (PMI). This certification must be current and valid at the time of review of proposals. A copy of the certification must be provided for each key staff. | Each Key Staff must possess a Certified Business Analyst certificate that is certified through an accredited entity such as the International Institute of Business Analysis (IIBA) or the Project Management Institute (PMI). This certification must be current and valid at the time of review of proposals. A copy of the certification must be provided for each key staff. | Each Key Staff must possess a Certified Business Analyst certificate that is certified through an accredited entity such as the International Institute of Business Analysis (IIBA) or the Project Management Institute (PMI). This certification must be current and valid at the time of review of proposals. A copy of the certification must be provided for each key staff. | ||||||
| Institution: |
Certify a copy of the IIBA or PMI certificate is attached.
Institution:
Certify a copy of the IIBA or PMI certificate is attached.
Institution:
Certify a copy of the IIBA or PMI certificate is attached.
| KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title | KSMQ | Key Staff Name | Title |
| 3 | 1 | 1 | ||||||
| A bachelor’s degree. A copy of the degree certificate must be provided for each key staff. Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience. |
Example: If the experience requirement is three years, and the individual is substituting four years’ experience in lieu of a bachelor’s degree, a total of seven years of experience must be submitted to claim this qualification. A bachelor’s degree. A copy of the degree certificate must be provided for each key staff. Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience.
Example: If the experience requirement is three years, and the individual is substituting four years’ experience in lieu of a bachelor’s degree, a total of seven years of experience must be submitted to claim this qualification. A bachelor’s degree. A copy of the degree certificate must be provided for each key staff. Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience.
Example: If the experience requirement is three years, and the individual is substituting four years’ experience in lieu of a bachelor’s degree, a total of seven years of experience must be submitted to claim this qualification.
| Institution: | ||
| Degree Concentration: | Institution: | |
| Degree Concentration: | Institution: |
Degree Concentration:
&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer&"-,Regular"
KSDQ
Proposer Name: Proposer Firm Name Proposer Name: Proposer Firm Name Proposer Name: Proposer Firm Name
| KSDQ | Key Staff Name | Title | KSDQ | Key Staff Name | Title | KSDQ | Key Staff Name | Title |
| 1 | 2 | 3 | ||||||
| Key Staff have more than five years’ experience conducting business process analysis or business process re-engineering. One point will be awarded for each year beyond 5 years, up to 15 years of experience for a maximum of 10 points. |
For the purpose of assessing KSDQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week). Key Staff have more than five years’ experience conducting business process analysis or business process re-engineering. One point will be awarded for each year beyond 5 years, up to 15 years of experience for a maximum of 10 points.
For the purpose of assessing KSDQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week). Key Staff have more than five years’ experience conducting business process analysis or business process re-engineering. One point will be awarded for each year beyond 5 years, up to 15 years of experience for a maximum of 10 points.
For the purpose of assessing KSDQs, one year of experience is defined as 52 weeks of full-time work (40 hours per week).
| Project | |||||||||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | ||||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | Project | |||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | ||||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | Project | |||||||||||
| (Project Name, Client Name, Contract Value) | Key Staff's Role | Description of Relevant Experience | Reference | ||||||||||||||
| (Contact Name, Phone Number, & Contact Email) | Start Date | End Date | Time Base (# of hours dedicated per week to the project) | % of Time | Duration (Years) | ||||||||||||
| #1 | 0% | 0.00 | #1 | 0% | 0.00 | #1 | 0% | 0.00 | |||||||||
| #2 | 0% | 0.00 | #2 | 0% | 0.00 | #2 | 0% | 0.00 | |||||||||
| #3 | 0% | 0.00 | #3 | 0% | 0.00 | #3 | 0% | 0.00 | |||||||||
| #4 | 0% | 0.00 | #4 | 0% | 0.00 | #4 | 0% | 0.00 | |||||||||
| #5 | 0% | 0.00 | #5 | 0% | 0.00 | #5 | 0% | 0.00 | |||||||||
| #6 | 0% | 0.00 | #6 | 0% | 0.00 | #6 | 0% | 0.00 | |||||||||
| #7 | 0% | 0.00 | #7 | 0% | 0.00 | #7 | 0% | 0.00 | |||||||||
| #8 | 0% | 0.00 | #8 | 0% | 0.00 | #8 | 0% | 0.00 | |||||||||
| #9 | 0% | 0.00 | #9 | 0% | 0.00 | #9 | 0% | 0.00 | |||||||||
| #10 | 0% | 0.00 | #10 | 0% | 0.00 | #10 | 0% | 0.00 | |||||||||
| Total Yrs. | 0.00 | Total Yrs. | 0.00 | Total Yrs. | 0.00 |
| KSDQ | Key Staff Name | Title | KSDQ | Key Staff Name | Title | KSDQ | Key Staff Name | Title | |||
| 2 | 2 | 3 | |||||||||
| Key Staff has a Master of Business Administration (MBA) degree. A copy of the degree certificate must be provided for each key staff. Four points will be awarded to each key staff with an MBA. | Key Staff has a Master of Business Administration (MBA) degree. A copy of the degree certificate must be provided for each key staff. Four points will be awarded to each key staff with an MBA. | Key Staff havs a Master of Business Administration (MBA) degree. A copy of the degree certificate must be provided for each key staff. Four points will be awarded to each key staff with an MBA. | |||||||||
| Institution: | |||||||||||
| Degree Concentration: | Institution: | ||||||||||
| Degree Concentration: | Institution: |
Degree Concentration:
&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer&"-,Regular"
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