Attachment_3-_Minimum_Qualifications.pdf

ATTACHMENT 3

Minimum Qualification Response

Proposer’s Name: _________________________________________________________________

Minimum Qualification Proposer's Response

Proposer and/or their subcontractors must submit a copy of their license to do business in the State of California as applicable.

Business License(s) Included?

Yes No N/A

Proposers must certify that they are and will continue to meet all terms and conditions for operating a business in the city/county in which the business is headquartered.

Do you so certify?

Yes No

Proposers and/or their subcontractors which are corporations shall submit a printout from the California Secretary of State website which shows that their corporation is currently in good standing.

Printout included?

Proposer shall provide three (3) written references three (3) references from existing or former customers for whom the proposer has provided services of a similar nature and type as those outlined in this solicitation. Proposer shall also submit three (3) reference forms for any subcontractor(s) being used to meet any of the Minimum Qualifications, clearly distinguishing between Proposer and Subcontractors. if the proposer has provided services to CalVet during this timeframe, one of the references must be from a CalVet contract manager

References included?

Yes No

The proposer certifies that they understand the insurance requirements and, if awarded an agreement, shall sign and return one (1) originals of the Standard Agreement signature pages (Std. 213) and any required insurance documents as directed.

Email:

Do you so certify?

Yes No

Proposers must submit a detailed narrative that addresses the proposers’ qualifications and experience as it relates to the recruitment for Financial Governance services and Trainings.

Narrative Provided?

Proposers must submit a detailed narrative that addresses the proposers’ strategy in how to meet CalVet’s needs and challenges as it applies to Section I, A. described herein.

Narrative Provided?

Proposers must provide all the deliverable described in Exhibit A and Exhibit A-1

Do you Confirm?

Yes No

Proposers and/or their subcontractors must provide evidence of three (3) years’ or more, experience Financial Governance.

Evidence Provided?

Proposers may meet these minimum qualifications through the use of subcontractors but must certify that such subcontractors serve a commercially useful function in regard to any agreement awarded through this solicitation. The term “commercially useful function” in this context is referring to the requirement that any subcontractor utilized in order to meet minimum qualifications must be responsible for performing, managing and / or supervising work involved in the performance of this Agreement. This terminology is in reference to both SB/DVBE and non-SB/DVBE proposed subcontractors and is not solely defined pursuant to Public Contract Code (PCC) Chapter 2, Section 2002 (d) relative to SB/DVBE preference application.

Do you so certify?

Yes No

Proposer must provide an organizational chart. The organizational chart must show the lines of authority and reporting relationships within the Proposer’s organization including the relationship between management and subcontractor and/or independent contractors, if any.

Org Chart Provided?

Yes No

Proposer must submit Response to Requirements as Attachment 1, and Cost Proposal as Attachment 2

Two separate Attachments provided Provided?

Yes No Proposer shall certify that they are financially stable and solvent and have adequate cash reserves to meet all financial obligations while awaiting reimbursement from the State.

Proposers must submit copies of independently audited financial statements for the past twenty-four (24) month period with all noted audit exceptions explained. CalVet will accept audited financial statements prepared by a Proposer’s financial accounting department, accounting firm or auditing firm. A statement signed by a Proposer’s Chief Financial Officer certifying that the financial statements are accurate and complete must accompany all financial statements.

Subcontractor financial statements will not be accepted in lieu of primary Proposer’s.

Do you so certify?

Yes No

Statements Provided?

I, the undersigned, declare that the certifications required above are true and that I am authorized to make such certifications and bind the proposer contractually

Signature of Declarer Print First and Last Name Date Signed

Minimum Qualification Response