Att_21_Firm_Minimum_Qualifications.xlsx
XLSX spreadsheet 22 KB Posted
- Attached to
- Economic Advisory Services
- Solicitation number
- ESAR90425
- Issued by
- California
About this file
This is a Firm Minimum Qualifications (FMQ) form for the State Controller's Office (SCO) Economic Advisory Services contract opportunity in California. The form requires proposers to demonstrate their qualifications across four mandatory criteria: (a) experience working at state or local level in California; (b) professional expertise as an economic consulting and forecasting firm providing detailed analysis of state economic trends, including employment, income, industry performance, construction, trade, and consumer spending; (c) a minimum of 10 years of experience within the last 15 years performing similar services as described in the RFP; and (d) at least 10 years of direct experience within the past 15 years working with a California State Agency or any of the 50 United States, including the District of Columbia, performing economic consulting and/or forecasting services. Proposers must complete all fields with sufficient information to allow SCO validation, using only their own experience as a prime contractor or subcontractor, and must provide references from external clients that can be verified.
The instructions specify that all experience cited must be from external clients and not internal organizational relationships, with current State employees requiring prior approval from SCOBids@sco.ca.gov before being listed as references to ensure they are not Evaluation Team members. Proposers may not mark any listed projects as classified, confidential, or subject to non-disclosure agreements. The form provides space for up to ten projects per qualification category, with proposers required to document project name, client name, contract value, reference contact information, firm role, relevant experience description, start and end dates, and duration in years. Failure to provide sufficient description of how the firm meets each Firm Minimum Qualification may result in the proposal being deemed nonresponsive and rejected in its entirety.
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Other files
| File | Type | Posted |
|---|---|---|
| Exhibit_A_-_Instruction_to_Bidders.pdf | ||
| Att_22_Key_Staff__Qualifications.xlsx | XLSX spreadsheet | |
| RFP_ESAR90425_Economic_Advisory_Services.pdf |
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Text version
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 Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | ||
| #1 | Audit Services, The State of Washington, $2 million | Jane Doe |
(888) 111-2222
| JaneDoe@WAState.gov | Prime Contractor | Proposer firm provides sufficient information here to allow SCO to validate that the Proposer meets the Firm Minimum Qualifications. | 10/1/12 | 10/18/23 | 11.0 | ||
| #2 | 0.0 | ||||||
| #3 | 0.0 | ||||||
| #4 | 0.0 | ||||||
| #5 | 0.0 | ||||||
| #6 | 0.0 | ||||||
| #7 | 0.0 | ||||||
| #8 | 0.0 | ||||||
| #9 | 0.0 | ||||||
| #10 | 0.0 | ||||||
| Total Yrs. | |||||||
| Firm Minimum Qualification #2 | |||||||
| The Firm shall have an office located in the Sacramento, CA region. | |||||||
| Office Location |
Address:
FMQs Proposer Name:
| Firm Minimum Qualification (a) | ||||||||
| The Proposer must have experience working at state or local level in California. Key staff or the individual Proposer must meet all specified minimum qualifications | ||||||||
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Reference | |||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
| Firm Minimum Qualification (b) | ||||||||
| The Proposer must be a professional economic consulting and forecasting firm or practitioner that provides detailed analysis of the State’s economic trends, focusing on key indicators such as employment income, industry performance, construction, trade, and consumer spending. The Contractor will monitor all facets of state, federal, and global economic conditions and assess the impact of state and federal policies on the economy and offer insights across major areas such as technology, agriculture and tourism. Short- and long-term economic forecasts will be developed, highlighting potential growth opportunities and challenges. | ||||||||
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Reference | |||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
| Firm Minimum Qualification (c) | ||||||||
| The Proposer shall have a minimum of 10 years of experience, within the last 15 years, performing similar type of services as stated in this RFP. | ||||||||
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Reference | |||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
| Firm Minimum Qualification (d) | ||||||||
| The Proposer shall have at least 10 years of direct experience, within the past 15 years, working with a California State Agency or any of the 50 United States (U.S.) including the District of Columbia, excluding U.S. Territories, performing economic consulting and/or forecasting. | ||||||||
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Reference | |||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
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