Att_22_Key_Staff_Qualifications.xlsx

XLSX spreadsheet 30 KB Posted May 28, 2026

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

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Written by GovTribe AI · Jun 2, 2026

Key Staff Qualifications Submission Template

This is a Key Staff Desirable Qualifications (KSDQs) worksheet for the State Controller's Office (SCO) RFP Number ESAR90824. The document provides instructions and a template for proposers to demonstrate that their proposed key staff meet specified qualifications related to economic analysis and forecasting work. Proposers must designate key staff members and document their relevant project experience, including project names, client names, contract values, roles, descriptions of experience, and reference contact information for each project. The submission requires proposers to list projects with start dates, end dates, time commitment (hours per week), percentage of time allocation, and total duration in years. A minimum of one project must be provided to satisfy each Key Staff Desirable Qualification, and all experience must have been provided to external clients who can serve as references. Proposers may not use classified projects or those subject to non-disclosure agreements, and experience must involve a minimum of 52 weeks of full-time work (40 hours per week) to equal one year of experience.

The KSDQs are optional and will only be assessed for proposals that pass all Pass/Fail components. Qualifying experience is awarded points and degrees earn five points each, with awarded scores summed to create the final KSDQ Score. Proposers must demonstrate key staff experience in economic analysis, including expertise as economics professors or consultants with ten years of experience in analyzing economic trends, regional economic analysis, and advanced technical data skills in causal modeling and data visualization tools such as Tableau or Power BI. At least one proposed key staff member must hold a master's degree in economics, finance, or public policy, with a doctorate degree listed as a desirable qualification. International degrees require credential evaluation reports from NACES or AICE member organizations. Proposers must contact SCOBids@sco.ca.gov before using current state employees as references to confirm they are not evaluation team members, and may not copy-paste the SCO-provided qualification language into experience descriptions.

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File	Type	Posted
Att_21_Firm_Minimum_Qualifications.xlsx	XLSX spreadsheet	May 28, 2026
RFP_ESAR90226_Economic_Advisory_Services.pdf	PDF	May 28, 2026

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Instructions Instructions for Key Staff Desireable Qualifications (KSDQs):

Key Staff Desirable Qualifications (KSDQs) is optional and if submitted, will be assessed and scored up to a maximum score of XX (KSDQs will be assessed and scored only for proposals that pass the Pass/Fail components). Key Staff that meets a KSDQ will be awarded XX points for qualifying experience and 5 points for each degree. Awarded scores will be summed to become the KSDQ Score. KSDQs are not required to be met to continue in the assessment process.

Proposers may create copies of the KSDQs 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 Desirable 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 Desirable 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 Desirable 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 Desirable Qualification.

Proposers MAY NOT copy and paste the SCO provided Key Staff Desirable Qualifications into the Description of Relevant Experience field as they will not provide SCO with dufficient details to evaluate your proposed projects.

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

Key Staff Minimum Qualification Proposer Name: Proposer Name: Proposer Name:

	KSMQ	Key Staff Name				Title				KSMQ	Key Staff Name	Title			KSMQ	Key Staff Name	Title
	a									a					a
	Each proposed key staff must have at least 10 years of experience within the past 20 years, working in the capacity of professional economic professor, consultant, or forecaster; including providing detailed analysis of economic trends, focusing on key indicators such as employment, industry performance, and consumer spending.									Each proposed key staff must have at least 10 years of experience within the past 20 years, working in the capacity of professional economic professor, consultant, or forecaster; including providing detailed analysis of economic trends, focusing on key indicators such as employment, industry performance, and consumer spending.					Each proposed key staff must have at least 10 years of experience within the past 20 years, working in the capacity of professional economic professor, consultant, or forecaster; including providing detailed analysis of economic trends, focusing on key indicators such as employment, industry performance, and consumer spending.
	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.	0.0				Total Yrs.	0.0				Total Yrs.	0.0

	KSMQ	Key Staff Name				Title				KSMQ	Key Staff Name	Title			KSMQ	Key Staff Name	Title
	b									b					b
	Each proposed key staff must have at least 10 years of experience within the past 20 years, performing regional economic analysis focusing on unique economic sectors, demographic trends, public policies, and expertise in econometrics for developing robust economic and forecasting models.									Each proposed key staff must have at least 10 years of experience within the past 20 years, performing regional economic analysis focusing on unique economic sectors, demographic trends, public policies, and expertise in econometrics for developing robust economic and forecasting models.					Each proposed key staff must have at least 10 years of experience within the past 20 years, performing regional economic analysis focusing on unique economic sectors, demographic trends, public policies, and expertise in econometrics for developing robust economic and forecasting models.
	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.	0.0				Total Yrs.	0.0				Total Yrs.	0.0

KSMQ	Key Staff Name	Title	KSMQ	Key Staff Name	Title	KSMQ	Key Staff Name	Title
c			c			c
At least one of the proposed key staff must possess a master's degree in economics, finance, or public policy. A copy of the degree must be included in the submission.

If a degree was obtained outside the United States, the Proposal must include a credential evaluation report issued by a member organization of the National Association of Credential Evaluation Services (NACES) or the Association of International Credential Evaluators (AICE). At least one of the proposed key staff must possess a master's degree in economics, finance, or public policy. A copy of the degree must be included in the submission.

	College	Degree		College Name	Degree		College	Degree
#1			#1			#1
#2			#2			#2
#3			#3			#3

&"Arial,Regular"State Controller's Office RFP Number ESAR90824

Key Staff Desirable Quals

Key Staff Name:
Desirable Qualifications		Yes	No
1	Experience as an economics professor or adjunct professor.
2	Ten (10) years’ experience with Advance Technical and Data Skills in causal interface and modeling with the ability to move beyond predictive machine learning to “cause and effect” analysis and/or data visualization experience with tools like Tableau or Power BI to present complex findings clearly.
3	A doctorate degree in economics, finance, or public policy.

A copy of the degree must be included in the proposal submission. If a degree was obtained outside the United States, the Proposal must include a credential evaluation report issued by a member organization of the National Association of Credential Evaluation Services (NACES) or the Association of International Credential Evaluators (AICE).

If answer is yes to question number 3, provide the Key Staff's college and degree.

Key Staff Name:
Desirable Qualifications		Yes	No
1	Experience as an economics professor or adjunct professor.
2	Has ten (10) years’ experience with Advance Technical and Data Skills in causal interface and modeling with the ability to move beyond predictive machine learning to “cause and effect” analysis and/or data visualization experience with tools like Tableau or Power BI to present complex findings clearly.
3	At least one of the proposed Key Staff must possess a doctorate degree in economics, finance, or public policy.

If answer is yes to question number 3, provide the Key Staff's college and degree.

Key Staff Name:
Desirable Qualifications		Yes	No
1	Experience as an economics professor or adjunct professor.
2	Has ten (10) years’ experience with Advance Technical and Data Skills in causal interface and modeling with the ability to move beyond predictive machine learning to “cause and effect” analysis and/or data visualization experience with tools like Tableau or Power BI to present complex findings clearly.
3	At least one of the proposed Key Staff must possess a doctorate degree in economics, finance, or public policy.

If answer is yes to question number 3, provide the Key Staff's college and degree.

State Controller's Office RFP Number ESAR90824

File details come from the government source that posted it. Updated Jun 2, 2026.