Attachment_21,_Firm_Minimum_and_Desirable_Qualifications.xlsx
XLSX spreadsheet 32 KB Posted
- Attached to
- Request for Proposal (Primary) EEOS90724
- Solicitation number
- EEOS90724
- Issued by
- California
About this file
This document is an Attachment to a Request for Proposal (RFP) issued by the California State Controller's Office (SCO) for Consulting - Process Reengineer services. The RFP requires proposers to have a minimum of 10 years of direct experience within the past 15 years in performing audit and technical accounting services for a state-level government with a budget of $20 billion or more and a population of 5 million or more. Proposers must also have an office located in the Sacramento, CA region. Additionally, proposers must have a proven record of success and experience providing Business Analysis, Process Reengineering, or Business Process Documentation services for at least 5 years within the past 10 years. Proposers can receive up to 25 points for having 5 or more years of experience providing these services for a California state government entity other than the SCO, and up to 25 additional points for each additional year of experience up to 10 years.
The document outlines the instructions for proposers to complete the Firm Minimum Qualifications table, including the requirement to provide references that can validate the experience claimed. Proposers are not allowed to modify the structure or content of the tables, and all projects listed cannot be marked as classified/confidential or subject to non-disclosure agreements.
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Other files
| File | Type | Posted |
|---|---|---|
| EEOS90724_Exhibits.pdf | ||
| Addendum_1_EEOS90724_RFP_Primary_Final.pdf | ||
| Addendum_2.pdf | ||
| Addendum_2_EEOS90724_RFP_Primary.pdf | ||
| A21_Firm_Minimum_and_Desirable_Qualifications_R11.22.xlsx | XLSX spreadsheet | |
| A22_KS_Minimum_and_Desirable_Qualifications_R11.22.xlsx | XLSX spreadsheet | |
| EEOS90724_RFP_Primary.pdf | ||
| Addendum_3_-_Revised_Key_Action_Dates.pdf | ||
| Q_A_Addendum_1.pdf | ||
| Attachment_22,_KS_Minimum_and_Desirable_Qualifications.xlsx | XLSX spreadsheet | |
| Addendum_4.pdf |
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Text version
Instructions Instructions for Firm Minimum Qualifications (FMQs):
Proposers shall complete all fields, providing sufficient information to allow SCO to validate that the Proper meets the Firm Minimum Qualifications.
Proposers shall only use its own experience as a prime contractor or a subcontractor to meet each Firm Minimum Qualification.
All experience offered to meet Firm Minimum Qualifications must have been provided to an external client that can serve as a reference and not a "client" within the same organization.
Prior to the Proposer using a current SCO State employee as a reference, the Proposer shall contact SCOBids@sco.ca.gov to ensure the current State employee is not a member of the Evaluation Team.
Proposers may add additional projects, references, and description of relevant 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 Projects listed shall not be marked as classified/confidential or non-disclosure agreement (NDA).
If a proposer does not provide a sufficient description of how it meets the Firm Minimum Qualification, the Proposer may be deemed nonresponsive and rejected in its entirety.
EXAMPLE
EXAMPLE
Proposer Name: Proposer Firm Name
Firm Minimum Qualification #1 Phillimeano, Sandra: Lock all cells other than those yellow-filled fields.
| The Firm must have at least 10 years of direct experience, within the past 15 years, in large government (20 billion + budget) performing audit and technical accounting services in a State Level Government with a population of 5 million or more. | |||||||
| Project | |||||||
| (Project Name, Client Name, Contract Value) | Reference | ||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | ||
| #1 | Audit Services, The State of Washington, $2 million | Jane Doe |
(888) 111-2222
| JaneDoe@WAState.gov | Prime Contractor | Proposer firm provides sufficient information here to allow SCO to validate that the Proposer meets the Firm Minimum Qualifications. | 10/1/12 | 10/18/23 | 11.0 | ||
| #2 | 0.0 | ||||||
| #3 | 0.0 | ||||||
| #4 | 0.0 | ||||||
| #5 | 0.0 | ||||||
| #6 | 0.0 | ||||||
| #7 | 0.0 | ||||||
| #8 | 0.0 | ||||||
| #9 | 0.0 | ||||||
| #10 | 0.0 | ||||||
| Total Yrs. | |||||||
| Firm Minimum Qualification #2 | |||||||
| The Firm shall have an office located in the Sacramento, CA region. | |||||||
| Office Location |
Address:
Firm Minimum Qualifications
Proposer Name: Proposer Firm Name
| Firm Minimum Qualification #1 |
| The Proposer is expected to have a proven record of success and be responsible for all aspects of the service, including any subcontractors and the proposed key staff (Three non-technical skilled business solutions analysts). |
Proposer Firm must have at least five years’ experience, within the past ten years, in providing Business Analysis, Process Reengineering, or Business Process Documentation services.
| Project | ||||||||
| (Project Name, Client Name, Contract Value) | Reference | |||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer&"-,Regular"
Firm Desirable Qualifications
Proposer Name: Proposer Firm Name
| Firm Desirable Qualification #1 |
| Proposer Firm has least five years’ experience, within the past ten years, in providing Business Analysis, Process Reengineering, or Business Process Documentation services for a State of California government entity other than SCO will be awarded a maximum of 25 points. |
| State of California Government Entity | ||||||||
| Reference | ||||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
| Firm Desirable Qualification #2 | ||||||||
| Proposer Firm with more than five years of experience will be awarded five points for each additional year of experience up to 10 years of experience for a maximum of 25 points. | ||||||||
| State of California Government Entity | ||||||||
| Reference | ||||||||
| (Contact Name, Phone Number, & Email) | Firm's Role | Description of Relevant Experience | Start Date | End Date | Duration (Years) | |||
| #1 | 0.0 | |||||||
| #2 | 0.0 | |||||||
| #3 | 0.0 | |||||||
| #4 | 0.0 | |||||||
| #5 | 0.0 | |||||||
| #6 | 0.0 | |||||||
| #7 | 0.0 | |||||||
| #8 | 0.0 | |||||||
| #9 | 0.0 | |||||||
| #10 | 0.0 | |||||||
| Total Yrs. | 0.0 |
&"Arial,Regular"State Controller's Office &"Arial,Regular"State Controller’s Office RFP Number EEOS90724 Consulting - Process Reengineer
How to Lock Cells
1. Right click the cells where you want the Bidder to enter information.
2. The Format Cells dialog box opens.
A. Click the Protections tab.
B. Uncheck the Locked box.
C. Click the OK button.
D. Repeat for all applicble cells.
3. Click the Review link in the ribbon at the top of the page.
A. Click the Protect Sheet icon.
B. Verify the Select Locked Cells and Select Unlocked Cells boxes are checked.
C. Click the OK button.
D. Repeat steps for each worksheet as applicable.
File details come from the government source that posted it. Updated .