ATTACHMENT 16.6- TRAINING LEAD QUALIFICATIONS FORM.pdf

PDF 81 KB Posted

Attached to
Water Technical Access Portal (WaterTAP) 2. 0
Solicitation number
0000040529
Issued by
California

About this file

This is a Training Lead Qualifications Form attachment for California's Department of Technology RFP 26-014-280, released on October 2, 2026. The form is used to document and evaluate the qualifications of proposed Training Lead key staff members who will support technology implementation projects. Bidders may cite up to five projects to demonstrate required experience, with all experience having occurred within twelve years of the solicitation release date. A separate form must be completed for each project cited, and the reference contact must match the corresponding key staff qualification form.

The form evaluates two mandatory qualifications and two desirable qualifications. Mandatory Qualification 1 requires the Training Lead to have at least five years of experience developing and leading training programs for completed technology implementations. Mandatory Qualification 2 requires at least five years of experience designing and creating user guides, training materials, and FAQs for projects with 10,000 or more users. Desirable Qualification 1 provides up to 175 points for one or more additional years beyond the five-year minimum for technology implementation training programs, with each additional year worth 35 points and a maximum of five additional years. Desirable Qualification 2 provides up to 175 points for one or more additional years beyond the five-year minimum for user guides and training materials for large-scale projects, also with each additional year worth 35 points and a maximum of five additional years. Bidders must indicate whether each qualification is met with "Yes," "Partial," or "No" and provide detailed descriptions of relevant work performed.

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ATTACHMENT 16.6: TRAINING LEAD QUALIFICATIONS FORM

TRAINING LEAD QUALIFICATIONS FORM

The Bidder may cite no more than five (5) projects to meet the total experience required for each mandatory qualification and, if applicable, desirable qualifications. The Bidder may use multiple projects to meet the total experience required for each mandatory experience. A separate form must be completed for each project cited. Experience must have occurred within twelve (12) years of the solicitation release date for all projects. The reference contact on this form must be the same as the reference on the corresponding key staff qualification form.

TRAINING LEAD QUALIFICATIONS FORM

1 Bidder:

2 Key Staff Name:

3 Staff’s Referenced Project Name:

4 Company Name (of staff’s reference):

5 Contact Name, Email Address and Telephone Number (of Staff’s Reference):

6 Staff Start Date (MM/DD/

YYYY):

7 Staff End Date (MM/DD/

YYYY):

8 Staff Work Schedule: ☐ Full-time

☐ Part-time

9 Project Description:

10 Contract Amount: $

State of California Department of Technology

RFP 26-014-280

TRAINING LEAD

QUALIFICATIONS FORM

October 2, 2026

11 Documenting instructions when a minimum number of years of experience is required. For each mandatory or desirable experience listed below,

• Check “Yes” if the total years of experience was met on this referenced project; or

• Check “Partial” if fewer than the total years of experience was met on this referenced project; or

• Check “No” if none of the experience was met on this referenced project.

Enter the corresponding amount of time including a description of Key Staff's roles and responsibilities on the project being used as reference.

# Classification Qualifications Total Experience Required

Experience gained on this cited Project

Mandatory (MQ#1) The Training Lead shall have at least five (5) years of experience developing and leading training program(s) for completed technology implementations.

5 Years ☐ Yes

Yr. ___ Mo.___

☐ Partial

Yr. ___ Mo.___

☐ No

Provide a description of the work performed on the cited project and how it meets this requirement:

State of California Department of Technology

RFP 26-014-280

TRAINING LEAD

QUALIFICATIONS FORM

Mandatory (MQ#2) The Training Lead shall have at least five (5) years of experience designing and creating user guides as well as training materials and FAQs needed for a project that has 10,000+ users.

5 Years

☐ Yes

Yr. ___ Mo.___

☐ Partial

Yr. ___ Mo.___

☐ No

Provide a description of the work performed on the cited project and how it meets this requirement:

Desir ed

(DQ#

1)

One (1) or more additional years of experience developing and leading training program(s) for completed technology implementations.

One (1) year = 35 points up to a maximum of 175 points.

Only include years beyond the 'Total Experience Required' under MQ #1.

1+ Years

Up to five (5) additional years.

☐ Yes

Yr. ___ Mo.___

☐ Partial

Yr. ___ Mo.___

☐ No

Provide a description of the work performed on the cited project and how it meets this requirement:

State of California Department of Technology

RFP 26-014-280

TRAINING LEAD

QUALIFICATIONS FORM

Desired (DQ#2) One (1) or more additional years of experience designing and creating user guides as well as training materials and FAQs needed for a project that has 10,000+ users.

One (1) year = 35 points up to a maximum of 175 points.

Only include years beyond the 'Total Experience Required' under MQ #2.

1+ Years

Up to five (5) additio nal years.

☐ Yes

Yr. ___ Mo.___

☐ Partial

Yr. ___ Mo.___

☐ No

Provide a description of the work performed on the cited project and how it meets this requirement:

State of California Department of Technology

RFP 26-014-280

TRAINING LEAD

QUALIFICATIONS FORM

ATTACHMENT 16.6: TRAINING LEAD QUALIFICATIONS FORM
TRAINING LEAD QUALIFICATIONS FORM

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