Amend 2_Attach D KPQM.docx

KEY PERSONNEL QUALIFICATION MATRIX

ATTACHMENT D

KEY PERSONNEL QUALIFICATION MATRIX

The following is an example of how the Key Personnel Qualification Matrix shall map to Section 8.1 Key Personnel. 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.

8.2 PROJECT MANAGER (PM)

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

a. Possess a Certified Public Accountant license by the appropriate state licensing authority and be in good standing with the Association of International Certified Professional Accountants, State Boards, and other applicable licensing authorities.

b. Possess a minimum of ten years of general auditing experience.

c. Possess a minimum of eight years of experience in asset valuations and/or auditing pension and/or health and welfare plans.

d. Possess three years of management experience.

e. Possess at minimum, a bachelor's degree.

8.3 OTHER KEY PERSONNEL – SENIOR AUDIT MANAGER

It is required that the Senior Audit Manager have the following qualifications:

a. Be a Certified Public Accountant, licensed by the appropriate state licensing authority and be in good standing with the American Institute of Certified Public Accountants, State boards, and other applicable licensing authorities or certification as a Chartered Accountant.

b. Possess a minimum of eight years of general auditing experience.

c. Possess a minimum of four years of combined experience in asset valuations (e.g., financial securities auditing) and/or auditing defined benefit plan administration.

8.4 OTHER KEY PERSONNEL – SENIOR VALUATION SPECIALIST

It is required that the Senior Valuation Specialist have the following qualifications:

a. Possess a bachelor’s or advanced degree in Finance or a related technical field.

b. Possess a minimum of five years of related industry experience in valuing complex securities and financial transactions or specializing in business valuations. An advanced degree or certification may be substituted for one year of experience.

Note: Multiple pages for each Key Personnel Qualification Matrix are acceptable. See page limitations in RFP Section 17, Submission of Part I – Written Technical Proposal Information Key Personnel Qualification Matrix.

Proposed Key Personnel Position: Project 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 Requirements in RFQ Section /7.1.1 (Yes/No):

Proposed Key Personnel is available to begin work on the Start Date designated in RFQ Section 11.3 (Yes/No):

Rationale for the proposed Basic Contract Labor Category:

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

REQUIRED QUALIFICATIONS

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

Years of Experience (month/year) 7.1.1.a: Be a Certified Public Accountant, licensed by the appropriate state licensing authority and be in good standing with the American Institute of Certified Public Accountants, State boards, and other applicable licensing authorities or certification as a Chartered Accountant.

Years of Experience

a. 7.1.1.b: Possess a minimum of ten years of general auditing experience at proposal submission.

Years of Experience

7.1.1.c: Possess a minimum of eight years of experience in asset valuations and/or auditing health and welfare plans.

Years of Experience

7.1.1.d: Possess three years of management experience.

Proposed Key Personnel Name:

Proposed Key Personnel Position: Senior Audit 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 Requirements in RFQ Section /7.1.2 (Yes/No):

Proposed Key Personnel is available to begin work on the Start Date designated in RFQ Section 11.3 (Yes/No):

Rationale for the proposed Basic Contract Labor Category:

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

REQUIRED QUALIFICATIONS

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

Years of Experience

7.1.2.a: Be a Certified Public Accountant, licensed by the appropriate state licensing authority and be in good standing with the American Institute of Certified Public Accountants, State boards, and other applicable licensing authorities or certification as a Chartered Accountant.

Years of Experience

7.1.2.b: Possess a minimum of eight years of general auditing experience.

b.

Years of Experience

7.1.2.c: Possess a minimum of four years of combined experience in asset valuations (e.g., financial securities auditing) and/or auditing defined benefit plan administration.

Proposed Key Personnel Name:

Proposed Key Personnel Position: Senior Valuation Specialist

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 Requirements in RFQ Section 7.1.3 (Yes/No):

Proposed Key Personnel is available to begin work on the Start Date designated in RFQ Section 11.3 (Yes/No):

Rationale for the proposed Basic Contract Labor Category:

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

REQUIRED QUALIFICATIONS

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

Years of Experience

7.1.3.a: Possess a bachelor’s or advanced degree in Finance or a related technical field.

Years of Experience

7.1.3.b: Possess a minimum of five years of related industry experience in valuing complex securities and financial transactions or specializing in business valuations. An advanced degree or certification may be substituted for one year of experience.

c.

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