ATTACHMENT 16- KEY STAFF QUALIFICATIONS FORM _ INSTRUCTIONS.pdf

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Attached to
Cannabis Integration System (CSI) - DCC
Solicitation number
0000039409
Issued by
California

About this file

This document is an instruction guide for completing Key Staff Qualification Forms required by the State of California Department of Cannabis Control (DCC) for RFP 2026-001. The instructions establish procedures for bidders to demonstrate that proposed key staff meet mandatory and desirable qualifications through documented project experience. Bidders must complete a separate Key Staff Qualification Form for each project used to satisfy qualification requirements, with all experience required to have occurred within eight years prior to the solicitation due date of June 19, 2026. Each form requires bidders to provide the bidder company name, key staff member name, project name, company for which the project was completed, reference contact information from the end user, staff start and end dates in MM/DD/YYYY format, employment status (full-time or part-time), project description, and contract dollar amount.

The instructions specify strict requirements for reference contacts, who must be from the end user organization in a management, supervisory, or Product Owner role, and cannot be from contracting companies, bidding company employees, or DCC evaluation members. Bidders are responsible for ensuring all mandatory experience requirements are fully documented and addressed in the qualification forms; failure to do so may result in the proposal being deemed non-responsive. Key definitions are provided, including "complex IT projects" (multi-segmented environments with two or more disparate sites or production environments), "large-scale" (greater than 1,000 users), and "government agency" (city, state, county, or federal entities). Any conflicting information between forms may render the proposal non-responsive, and bidders are directed to contact the Procurement Officer for questions regarding DCC evaluation member references.

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ATTACHMENT 16: KEY STAFF QUALIFICATIONS FORM –

INSTRUCTIONS

The Bidder must complete and submit each Key Staff Qualification Form with the qualifying project information being used to meet the mandatory qualifications (and if applicable, desirable qualifications) as required for this project. A separate Key Staff Qualification Form must be completed for each project used to meet the mandatory qualifications.

The Key Staff Qualification Form will be used by the State to evaluate Key Staff qualifications. The Bidder must specify the required experience in the pertinent row for each requirement in the Key Staff Qualification Forms. Use additional forms as needed to complete each response. Any conflicting information may result in the proposal being deemed non-responsive.

"Project" is defined as an individual effort or contract where the key staff played a role on the cited contract.

Box 1, Bidder: Provide the company name of the Bidder submitting the proposal.

Box 2, Key Staff Name: Provide the name of the Bidder’s proposed key staff.

Box 3, Project Name: Provide the name of the qualifying project in which the proposed staff gained experience to meet the requirement(s).

Box 4, Name of Company for whom the Project was completed: Provide the company or government agency for whom the project was completed.

Box 5, Contact Name and Information of the Key Staff's Reference: Provide the contact information from whom the project was completed. Enter the name, title, e-mail address and phone number for the reference contact for the project. By submitting a proposal, the Bidder declares that the reference person identified is/was employed by the company identified in Box 4. The reference must be the same person identified in the Key Staff Reference Form. This person must have been:

• From the end user of the project.

• In a management or supervisory or Product Owner role for the project.

• Not from another contractor or contracting company.

• Not be an employee of the bidding company.

• Not be a DCC evaluation member as a reference for conflict of interest. Contact the Procurement

Officer, as listed in SECTION 2.2.1. PROCUREMENT OFFICERS, for any DCC references.

Boxes 6 and 7, Staff Start Date and End Date: Provide the start and end dates the key staff worked on the cited project using MM/DD/YYYY format.

State of California Department of Cannabis Control

RFP 2026-001

Bidder Response

June 19, 2026

• All experience must have occurred within the last eight years prior to the solicitation due date, unless stated otherwise.

• For projects that are currently ongoing, experience will be calculated only for the work performed up to the solicitation due date.

Box 8, Full-time/Part-time: Check the appropriate box for time proposed staff worked on the cited project. Refer to SECTION 3.3.3.1. FULL-TIME/PART-TIME MONTH EQUIVALENTS DEFINITION for additional details on calculating experience.

Box 9, Project Description: Provide a brief description of the nature of the proposed staff’s cited project.

Box 10, Contract Amount: Provide the dollar amount of the contract value in US dollars.

Box 11, Instructions for documenting the years of experience gained from the project cited.

Note: It is the Bidder’s responsibility to ensure that each mandatory experience requirement is met in full and is addressed in the Key Staff qualification forms in order for the State to determine compliance to the requirements. If the State cannot determine that the years of experience for each of the mandatory experience requirements have been met, Bidder’s proposal may be deemed non-responsive.

1. Key Staff References: A reference that was in a management, supervisory, or Product Owner role for an external organization (external to the Bidder’s organization and corporate structure) for whom the project was completed.

2. Client: Defined the same as customer.

3. Complex IT project: A multi-segmented environment consisting of two or more disparate sites/ locations and/or production environments.

4. Customer: An external organization who receives and pays for goods or services.

5. Large-scale: Is defined as greater than 1000 users.

6. Government Agency: City, state, county or federal.

7. Lead: Professional who holds responsibility for guiding, coordinating, and overseeing the work of a team or functional area

State of California Department of Cannabis Control

RFP 2026-001

Bidder Response

June 19, 2026

ATTACHMENT 16: KEY STAFF QUALIFICATIONS FORM – INSTRUCTIONS

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