Att_21_Firm_Minimum_Qualifications.xlsx

XLSX spreadsheet 22 KB Posted

Attached to
ESAR90226 Economic Advisory Services - Consulting Services
Solicitation number
ESAR90226
Issued by
California

About this file

This is a Firm Minimum Qualifications (FMQ) template document issued by the State Controller's Office (SCO) for RFP Number ESAR90824. The document provides instructions and a structured format for proposers to demonstrate their qualifications across multiple criteria. Proposers must complete all required fields with sufficient detail to allow SCO to validate compliance with the FMQs. Experience claimed must be from work performed as a prime contractor or subcontractor for external clients with verifiable references. The template includes an example demonstrating how to document relevant experience with project names, client names, contract values, reference contact information, the firm's role, descriptions of relevant experience, start and end dates, and duration in years. Proposers may add additional projects and references as needed but cannot modify the structure or content of the tables. All projects must be unclassified and not subject to non-disclosure agreements.

The specific FMQs outlined in this RFP require proposers to demonstrate: (a) experience working at state or local level in California; (b) professional credentials as an economic consulting and forecasting firm with expertise in analyzing 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) a minimum of 10 years of direct experience within the past 15 years working with a California State Agency or any of the 50 United States, excluding U.S. Territories, performing economic consulting and forecasting services. Proposers who fail to provide sufficient descriptions of how they meet the FMQs may be deemed nonresponsive and rejected in their entirety.

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Att_22_Key_Staff_Qualifications.xlsx XLSX spreadsheet
RFP_ESAR90226_Economic_Advisory_Services.pdf PDF

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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:

FMQs Proposer Name:

Firm Minimum Qualification #a
The Proposer must have experience working at state or local level in California.
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
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.
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
Firm Minimum Qualification #c
The Proposer shall have a minimum of 10 years of experience, within the last 15 years, performing similar types of services as stated in this RFP.
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
Firm Minimum Qualification #d
The Proposer shall have a minimum of 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 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 RFP Number ESAR90824

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