Attachment_18,_KSQ_Workbook.xlsx
XLSX spreadsheet 37 KB Posted
- Solicitation number
- EUPD90926
- Issued by
- California
About this file
Summary
This is a Key Staff Minimum Qualifications (KSMQ) and Key Staff Desirable Qualifications (KSDQ) workbook for the State Controller's Office (SCO) in California related to consulting services for digital financial assets and unclaimed property operations. The document provides instructions and templates for proposers to demonstrate that their key staff meet specified experience and educational requirements for this consulting engagement. Proposers must complete detailed worksheets for each key staff member, documenting project experience, client references, time commitment, and duration of work to satisfy four Key Staff Minimum Qualifications: (1) a minimum of two years' experience within the past 10 years providing guidance on administering digital assets; (2) a minimum of five years' experience within the past 10 years providing consulting services related to unclaimed property operations; (3) a minimum of three years' experience within the past five years in designing and supporting implementation of the Kelmar Abandoned Property System (KAPS) including organizational change management; and (4) possession of a bachelor's degree in computer science, information systems, finance, business administration, Juris Doctor, or closely related field. All proposed experience must have been provided to external clients with verifiable references and cannot be marked as classified or under non-disclosure agreements. One year of experience is defined as 52 weeks of full-time work at 40 hours per week.
The workbook accommodates up to three proposed key staff members and allows proposers to document up to 10 projects per staff member to demonstrate qualification satisfaction. The document includes example formats showing how to present project details including project name, client name, contract value, staff role, detailed description of relevant experience, reference contact information, start and end dates, time base (hours per week), percentage of time dedicated, and calculated duration in years. The Key Staff Desirable Qualifications section provides point-scoring opportunities for experience above minimum thresholds, with specific point allocations for years of digital asset management experience for large-scale government entities, legal experience in unclaimed property law, and active professional certifications (CPA, CA, or FASB). Proposers are instructed not to copy the SCO-provided qualification statements into their descriptions, as insufficient detail may result in proposal rejection.
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| File | Type | Posted |
|---|---|---|
| IFB_CSSSA25116,_Attachment_8,_Cost_Sheet_from_EMT.xlsx | XLSX spreadsheet | |
| RFP_EUPD90926.pdf | ||
| Attachment_17,_FMQ_Workbook.xlsx | XLSX spreadsheet |
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Text version
Instructions Instructions for Key Staff Minimum Qualifications (KSMQs):
Proposers shall complete all fields in the tables especially for the "Description of Relevant Experience field, for each proposed key staff, providing sufficient information to allow SCO to validate that the Proposer meets the Key Staff Minimum Qualifications.
Proposers may create copies of the KSMQs 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 Minimum 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 Minimum 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 Minimum 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 Minimum Qualification.
Proposers MAY NOT copy and paste the SCO provided Key Staff Minimum Qualifications into the Description of Relevant Experience field as they will not provide SCO with dufficient details to evaluate your proposed projects.
If a proposer does not provide a sufficient description of how its key staff meet(s) the Key Staff Minimum Qualification(s), the Proposal may be deemed nonresponsive and rejected in its entirety.
EXAMPLE
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 |
KSMQ
Proposer Name: Proposer Firm Name
Each KSMQ must be met by one or more of the proposed Key Staff:
| KSMQ | Key Staff #1 Name | Title | KSMQ | Key Staff #2 Name | Title | KSMQ | Key Staff #3 Name | Title | |||||||||||
| 1 | 1 | 1 | |||||||||||||||||
| A minimum of two (2) years’ experience, within the past 10 years, providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.). | A minimum of two (2) years’ experience, within the past 10 years, providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.). | A minimum of two (2) years’ experience, within the past 10 years, providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.). | |||||||||||||||||
| Project | |||||||||||||||||||
| (Project Name and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 #1 Name | Title | KSMQ | Key Staff #2 Name | Title | KSMQ | Key Staff #3 Name | Title | |||||||||||
| 2 | 2 | 2 | |||||||||||||||||
| A minimum of five (5) years of experience, within the past 10 years, providing consulting services related to unclaimed property operations. | A minimum of five (5) years of experience, within the past 10 years, providing consulting services related to unclaimed property operations. | A minimum of five (5) years of experience, within the past 10 years, providing consulting services related to unclaimed property operations. | |||||||||||||||||
| Project | |||||||||||||||||||
| (Project Name, Client Name, Contract Value) | Project or Contract Value | Project Number of Users | Other | 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) | Project or Contract Value | Project Number of Users | Other | 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) | Project or Contract Value | Project Number of Users | Other | 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 #1 Name | Title | KSMQ | Key Staff #2 Name | Title | KSMQ | Key Staff #3 Name | Title | |||||||||||
| 3 | 3 | 3 | |||||||||||||||||
| A minimum of three (3) years of experience, within the past five (5) years, in designing and supporting the implementation of the Kelmar Abandoned Property System (KAPS), including associated organizational change management. | A minimum of three (3) years of experience, within the past five (5) years, in designing and supporting the implementation of the Kelmar Abandoned Property System (KAPS), including associated organizational change management. | A minimum of three (3) years of experience, within the past five (5) years, in designing and supporting the implementation of the Kelmar Abandoned Property System (KAPS), including associated organizational change management. | |||||||||||||||||
| Project | |||||||||||||||||||
| (Project Name, Client Name, Contract Value) | Project or Contract Value | Project Number of Users | Other | 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) | Project or Contract Value | Project Number of Users | Other | 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) | Project or Contract Value | Project Number of Users | Other | 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 #1 Name | Title | KSMQ | Key Staff #2 Name | Title | KSMQ | Key Staff #3 Name | Title |
| 4 | 4 | 4 | ||||||
| Each Key Staff must have a bachelor’s degree in computer science, information systems, finance, business administration, Juris Doctor (J.D.), or a closely related field. A copy of the bachelor’s or graduate degree must be provided with the proposal submission. Transcripts will not be accepted in lieu of a copy of the bachelor’s or graduate degree. |
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).
Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four (4) years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience. Example: If the experience requirement is five (5) years, and the individual is substituting four (4) years’ experience in lieu of a bachelor’s degree, a total of nine (9) years of experience must be submitted to claim this qualification. Each Key Staff must have a bachelor’s degree in computer science, information systems, finance, business administration, Juris Doctor (J.D.), or a closely related field. A copy of the bachelor’s or graduate degree must be provided with the proposal submission. Transcripts will not be accepted in lieu of a copy of the bachelor’s or graduate degree.
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).
Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four (4) years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience. Example: If the experience requirement is five (5) years, and the individual is substituting four (4) years’ experience in lieu of a bachelor’s degree, a total of nine (9) years of experience must be submitted to claim this qualification. Each Key Staff must have a bachelor’s degree in computer science, information systems, finance, business administration, Juris Doctor (J.D.), or a closely related field. A copy of the bachelor’s or graduate degree must be provided with the proposal submission. Transcripts will not be accepted in lieu of a copy of the bachelor’s or graduate degree.
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).
Additional qualifying experience may be substituted for the required education on a year-for-year basis. Four (4) years’ experience can be substituted for a bachelor’s degree. The substituted experience must in addition to the required years of experience. Example: If the experience requirement is five (5) years, and the individual is substituting four (4) years’ experience in lieu of a bachelor’s degree, a total of nine (9) years of experience must be submitted to claim this qualification.
Copy of degree: Yes or No and provide type of degree and concentration Copy of degree: Yes or No and provide type of degree and concentration Copy of degree: Yes or No and provide type of degree and concentration
KSDQ
Proposer Name:
| KSDQ | Key Staff #1 Name | Classification / Title | KSDQ | Key Staff #2 Name | Classification / Title | KSDQ | Key Staff #3 Name | Classification / Title |
| 1 | 1 | 1 | ||||||
| More than two (2) years of direct experience within the past 10 years providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.) for a large-scale (portfolio valued more than $5 billion dollar) local, state, or federal government entity. |
| Points will be awarded to each Key Staff for each qualifying year of experience up to 10 years for a maximum of 30 points | More than two (2) years of direct experience within the past 10 years providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.) for a large-scale (portfolio valued more than $5 billion dollar) local, state, or federal government entity. | More than two (2) years of direct experience within the past 10 years providing guidance and related policies on administering digital assets (holding, managing, trading, valuation, auditing, etc.) for a large-scale (portfolio valued more than $5 billion dollar) local, state, or federal government entity. | |||||||||||||||
| Project | |||||||||||||||||
| (Project Name and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 |
| KSDQ | Key Staff #1 Name | Classification / Title | KSDQ | Key Staff #2 Name | Classification / Title | KSDQ | Key Staff #3 Name | Classification / Title |
| 2 | 2 | 2 | ||||||
| More than three (3) years’ experience, within the past 10 years, providing legal review or analysis on unclaimed property law. |
| Points will be awarded to each Key Staff for each qualifying year of experience up to 10 years for a maximum of 30 points | More than three (3) years’ experience, within the past 10 years, providing legal review or analysis on unclaimed property law. | More than three (3) years’ experience, within the past 10 years, providing legal review or analysis on unclaimed property law. | |||||||||||||||
| Project | |||||||||||||||||
| (Project Name and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 and Client Name) | Project or Contract Value | Project Number of Users | Other | 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 |
| KSDQ | Key Staff #1 Name | Classification / Title | KSDQ | Key Staff #2 Name | Classification / Title | KSDQ | Key Staff #3 Name | Classification / Title |
| 3 | 3 | 3 | ||||||
| Demonstrate experience applying Generally Accepted Accounting Principles (GAAP) to prepare financial statements and adhere to consistent reporting practices by providing a copy of a current Certified Public Accountant (CPA), Chartered Accountant (CA), or Financial Accounting Standards Board (FASB) certificate. |
10 Points will be awarded to each Key Staff for each active certificate submitted for a maximum of 30 points. Demonstrate experience applying Generally Accepted Accounting Principles (GAAP) to prepare financial statements and adhere to consistent reporting practices by providing a copy of a current Certified Public Accountant (CPA), Chartered Accountant (CA), or Financial Accounting Standards Board (FASB) certificate.
10 Points will be awarded to each Key Staff for each active certificate submitted for a maximum of 30 points. Demonstrate experience applying Generally Accepted Accounting Principles (GAAP) to prepare financial statements and adhere to consistent reporting practices by providing a copy of a current Certified Public Accountant (CPA), Chartered Accountant (CA), or Financial Accounting Standards Board (FASB) certificate.
10 Points will be awarded to each Key Staff for each active certificate submitted for a maximum of 30 points.
Certification Provided Y/N? Type of Certificate: Certification Provided Y/N? Type of Certificate: Certification Provided Y/N? Type of Certificate:
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