Attachment_17_Staff_Qualifications.xlsx

Instructions Instructions for Key Staff Minimum Qualifications (KSMQs):

Offerors shall complete tab SMQs for each offered staff. All cells on the tab must be completed, providing sufficient information to allow the State to validate that each offered staff meet the SMQs. All experience offered to meet SMQs must have been provided to an external client that can serve as a reference and not a “client” within the same organization.

Offerors may modify the cells to add additional projects, references, and description of experience as necessary to demonstrate that the required number of years of experience have been satisfied. Enter additional rows as needed ensuring each Project, Reference, and Experience is tied together with a number such as “Project #2”, “Reference #2”, “Experience #2”, etc.

For the SMQs that require full-time equivalent (FTE) experience, FTE is estimated to be approximately 2,080 hours annually and 40 hours per week. California State holidays are listed at: http://www.calhr.ca.gov/employees/pages/state-holidays.aspx.

If an offeror does not provide a sufficient description of how its staff meet(s) the SMQs, the Offer may be deemed nonresponsive and rejected in its entirety.

The State reserves the right to contact the references listed to validate the experience.

All SMQs must be met by each offered staff in order to achieve a passing score.

Experience for the offered staff must have been performed within the past 10 years.

EXAMPLE

EXAMPLE

Proposer Name: Proposer Firm Name

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation).

(888) 111-2222

(888) 111-2222

SMQs Proposer Name: Proposer Name: Proposer Name: Proposer Name: Proposer Name:

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation). Eight years experience within the last 15 years as a technical lead supporting the implementation of PeopleSoft Finance, including General Ledger, GAAP based accounting principles, financial reporting dashboards and accounting transactions reconciliation. Must have experience with the key data required for interfacing with the General Ledger.

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation). Eight years experience within the last 15 years as a technical lead supporting the implementation of PeopleSoft Finance, including General Ledger, GAAP based accounting principles, financial reporting dashboards and accounting transactions reconciliation. Must have experience with the key data required for interfacing with the General Ledger.

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation). Eight years experience within the last 15 years as a technical lead supporting the implementation of PeopleSoft Finance, including General Ledger, GAAP based accounting principles, financial reporting dashboards and accounting transactions reconciliation. Must have experience with the key data required for interfacing with the General Ledger.

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation). Eight years experience within the last 15 years as a technical lead supporting the implementation of PeopleSoft Finance, including General Ledger, GAAP based accounting principles, financial reporting dashboards and accounting transactions reconciliation. Must have experience with the key data required for interfacing with the General Ledger.

All experience must be on a large-scale project, where large-scale is defined as a system having at least 5,000 system users and a total project cost of at least $20 million (defined as the total system development cost including planning, design, development, and implementation).

Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years of experience can be substituted for a Bachelor’s Degree. The substituted experience must be in addition to the required years of experience. Example: If the experience requirement is seven years, and the individual is substituting four years of experience in lieu a Bachelor’s Degree, a total of eleven years of experience is required.)

(Complete this section if substituting qualifying experience for a Bachelor’s Degree in IT-related or Engineering field. Staff Mandatory Qualification #1, #2, and #3 experience can be utilized to fulfill Staff Mandatory Qualification #4.) Bachelor’s Degree in an IT-related or Engineering field.

Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years of experience can be substituted for a Bachelor’s Degree. The substituted experience must be in addition to the required years of experience. Example: If the experience requirement is seven years, and the individual is substituting four years of experience in lieu a Bachelor’s Degree, a total of eleven years of experience is required.)

(Complete this section if substituting qualifying experience for a Bachelor’s Degree in IT-related or Engineering field. Staff Mandatory Qualification #1, #2, and #3 experience can be utilized to fulfill Staff Mandatory Qualification #4.) Bachelor’s Degree in an IT-related or Engineering field.

Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years of experience can be substituted for a Bachelor’s Degree. The substituted experience must be in addition to the required years of experience. Example: If the experience requirement is seven years, and the individual is substituting four years of experience in lieu a Bachelor’s Degree, a total of eleven years of experience is required.)

(Complete this section if substituting qualifying experience for a Bachelor’s Degree in IT-related or Engineering field. Staff Mandatory Qualification #1, #2, and #3 experience can be utilized to fulfill Staff Mandatory Qualification #4.) Bachelor’s Degree in an IT-related or Engineering field.

Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years of experience can be substituted for a Bachelor’s Degree. The substituted experience must be in addition to the required years of experience. Example: If the experience requirement is seven years, and the individual is substituting four years of experience in lieu a Bachelor’s Degree, a total of eleven years of experience is required.)

(Complete this section if substituting qualifying experience for a Bachelor’s Degree in IT-related or Engineering field. Staff Mandatory Qualification #1, #2, and #3 experience can be utilized to fulfill Staff Mandatory Qualification #4.) Bachelor’s Degree in an IT-related or Engineering field.

Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four years of experience can be substituted for a Bachelor’s Degree. The substituted experience must be in addition to the required years of experience. Example: If the experience requirement is seven years, and the individual is substituting four years of experience in lieu a Bachelor’s Degree, a total of eleven years of experience is required.)

(Complete this section if substituting qualifying experience for a Bachelor’s Degree in IT-related or Engineering field. Staff Mandatory Qualification #1, #2, and #3 experience can be utilized to fulfill Staff Mandatory Qualification #4.)

SDQs Staff Desirable Qualifications Instructions:

It is not required to complete this tab. If the Offeror chooses to submit desirable qualifications, complete all fields in the table(s) below, providing sufficient information to allow the State to validate that the offered staff meet the Staff Desirable Qualifications (SDQs). All experience proposed to meet SDQs must have been provided to an external client that can serve as a reference and not a “client” within the same organization. Offered staff may not use experience gained from agreements with the State Controller's Office.

Offerors may modify the tables below to add additional projects, references, and experience as necessary to demonstrate that the required number of years of experience has been satisfied. Enter additional rows as needed ensuring each Project, Reference, and Experience is tied together with a number such as “Project #2”, “Reference #2”, “Experience #2”, etc.

The State reserves the right to contact the references listed to validate the staff experience.

Proposer Name: Proposer Name: Proposer Name: Proposer Name: Proposer Name: