Staff Reference Form Assessment Item # Performance and Ability Statements Rating Values 20 Points = Excellent 15 Points = Good 5 Points = Fair 0 Points = No Value 1 Please rate the technical competence of the individual in applying accepted industry standard IT principles, methods, techniques, and tools to perform contracted services. 2 Please rate the flexibility of the individual in responding to unusual or unanticipated situations and urgent requests. 3 Please rate the individual’s interpersonal, oral, and written communication skills when interacting with all staff levels including support, administrative, program, technical, and executive management. 4 Please rate the analytical skills of the individual to plan, assess, recommend, and execute a course of action. 5 Please rate the quality and timeliness of the work products prepared by the individual. Scores will be calculated as follows: The scores received for each Staff will be summed (Columns A + B + C) and divided by the total number of references to determine the total points received for that Staff (Column D). The total points for all seven (7) staffs will be added together and divided by seven (7) to obtain the total Staff Reference Points. This will give each vendor an average score for the vendor’s Staff Reference Points. See the table below for an example of Staff Reference Assessment scoring.
The following Staff Reference Assessment Table is an example only. Example Staff Reference Assessment Score Staffs A B C D Reference 1 Reference 2 Reference 3 (A+B+C) ÷ # of References = Total Points for Staff Vendor A Staff #1 75 75 75 225/3 = 75 Staff #2 100 100 200/2 = 100 Staff #3 75 100 95 270/3 = 90 Staff #4 100 95 90 285/3 = 95 Staff #5 75 65 140/2 = 70 Staff #6 100 100 100 100/3 = 100 Staff #7 85 90 90 265/3 = 88.33 Total = 88.33 Vendor B Staff #1 85 85 90 260/3 = 86.67 Staff #2 100 95 195/2 = 97.5 Staff #3 95 95 95 285/3 = 95 Staff #4 100 100 100 300/3 = 100 Staff #5 90 90 180/2 = 90 Staff #6 100 100 95 295/3 = 98.33 Staff #7 85 90 175/2 = 87.5 Total = 93.57 Understanding and Approach – Attachment II-F The Assessment Team will evaluate the vendor’s Understanding and Approach Document to determine if the vendor’s understanding and approach addresses, in sufficient detail, each of the directives identified in Attachment II-F, Understanding and Approach. The Understanding and Approach Document must be no more than ten (10) pages in length. A maximum of 300 points may be awarded for the Understanding and Approach Document scoring. Only Offers that receive 150 or more points will move on to the next step. Points will be based on the following assessment of the Understanding and Approach topics.
Transition Manager Vendor Name: IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least three (3) years full-time equivalent (FTE) experience in direct supervision and management of an implementation team during the transition from one IT system to another. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience managing the development of workplans, including the integration of multiple stakeholders (i.e., state, county, and contractor) workplans. a. a. a. b. b. b. Total Duration:
Vendor Name: IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 3. At least two (2) years FTE experience directing and participating in project risk and issue management activities through identification, analysis, mitigation and contingency plans. a. a. a. b. b. b. Total Duration: 4. At least two (2) years FTE experience in the use of project management and change management methodologies on an IT project in excess of thirty (30) million dollars. a. a. a. b. b. b. Total Duration: 5. Possession of a current Project Management Professional (PMP) certification from the Project Management Institute. a. a. a. b. b. b. Total Duration: 6. At least one (1) year FTE in the capacity of project manager or project lead implementing at least one (1) public sector IT project (federal, state, city, county). a. a. a. b. b. b. Total Duration:
Technical Manager Vendor Name: IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least three (3) years FTE experience as a technical project manager or technical lead for an information system implementation or transition. a. a. a. b. b. b. Total Duration: 2. At least three (3) years full-time equivalent (FTE) experience in customizing, implementing, enhancing, or maintaining information systems. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience in participating in or overseeing system testing for information systems. a. a. a. b. b. b. Total Duration: 4. At least two (2) years FTE experience participating in or overseeing system interface development. a. a. a. b. b. b. Total Duration:
Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least two (2) years FTE experience in a statewide, implementation or transition effort. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience in working with multiple stakeholders (i.e., counties, state) during a statewide implementation or transition effort. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience in providing or overseeing training in information systems. a. a. a. b. b. b. Total Duration: 4. At least two (2) years FTE experience in developing, reviewing and editing training and outreach materials. a. a. a. b. b. b. Total Duration: County Liaison #1 Vendor Name:
IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least two (2) years FTE experience in county-level transition and conversion activities. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience providing county training. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience creating status reports and providing updates to stakeholders. a. a. a. b. b. b. Total Duration: County Liaison #2 Vendor Name: IT-MSA Classification: Position: Proposed Staff’s Name:
MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least two (2) years FTE experience in county-level transition and conversion activities. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience providing county training. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience creating status reports and providing updates to stakeholders. a. a. a. b. b. b. Total Duration: County Liaison #3 Vendor Name: IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Ten (10) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation
1. At least two (2) years FTE experience in county-level transition and conversion activities. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience providing county training. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience creating status reports and providing updates to stakeholders. a. a. a. b. b. b. Total Duration: Project Management Support Vendor Name:
IT-MSA Classification: Position: Proposed Staff’s Name: MSQ # Mandatory Staffing Qualifications (MSQ) Within the Last Seven (7) Years Project Description Workplace, Project Name, Time Period (month/day/year start and end dates), % of time Relevant Experience Description Staff’s role, description of the relevant experience on the project(s) Reference Contact Contact Name, Company Name, Telephone Number, Email, Work Relation 1. At least two (2) years FTE experience using Microsoft Office 2007 or higher applications (i.e., Word, Outlook, PowerPoint) and other project office tools. a. a. a. b. b. b. Total Duration: 2. At least two (2) years FTE experience providing administrative support services to consultant managers or state staff. a. a. a. b. b. b. Total Duration: 3. At least two (2) years FTE experience preparing agendas, meeting packets, preparing presentations, and email distribution lists. a. a. a. b. b. b. Total Duration: ATTACHMENT II-D IT-MSA Classification Qualifications EXAMPLE ONLY
(a) Proposed Staff’s Name (b) IT-MSA Classification (c) IT-MSA Classification Experience Requirement (from IT-MSA) (d) Description of Experience that Satisfies the Classification Requirements with Reference name, email, phone # (e) IT-MSA Classification Education Requirement (from IT-MSA) (f) Description of Education that satisfies the classification John Smith Senior Technical Lead Experience: This classification shall have a minimum of seven (7) years aligning IT systems with organizational business processes. At least (4) years of that experience must have been in lead capacity. From 01/01/1997 thru 06/30/2000 (3.5 years, all in a lead capacity), Mr. Smith worked for Company ABC and served in a lead capacity as the Senior Technical Lead on the XYZ IT Project for the Department of Motor Vehicles. Duties included…… Reference: Jim Dar, jim.dar@dmv.ca.gov From 07/01/1993 thru 12/1996 (3.5 years, 6 months in a lead capacity), Mr. Smith worked for Company RST and served as the Technical Lead and Senior Technical Lead on the UVW IT Project for the State Controller’s Office. Duties included….. Reference: Pat Rex, pat.rex@sco.ca.gov Education: This classification requires the possession of a Bachelor’s Degree in an IT related or Engineering field from an accredited college or university. Bachelor’s Degree in Computer Science for John Smith is attached ATTACHMENT II-D IT-MSA Classification Qualifications (a) Proposed Staff’s Name (b) IT-MSA Classification (c) IT-MSA Classification Experience Requirement (from IT-MSA) (d) Description of Experience that Satisfies the Classification Requirements with Reference name, email, phone # (e) IT-MSA Classification Education Requirement (from IT-MSA) (f) Description of Education that satisfies the classification
Mandatory Staffing Qualifications (MSQs) Within the Last Ten (10) Years 1. At least three (3) years full-time equivalent (FTE) experience in direct supervision and management of an implementation team during the transition from one IT system to another. 2. At least two (2) years FTE experience managing the development of workplans, including the integration of multiple stakeholders (i.e., state, county, and contractor) workplans. 3. At least two (2) years FTE experience directing and participating in project risk and issue management activities through identification, analysis, mitigation and contingency plans. 4. At least two (2) years FTE experience in the use of project management and change management methodologies on an IT project in excess of thirty (30) million dollars. 5. Possession of a current Project Management Professional (PMP) certification from the Project Management Institute. 6. At least one (1) year FTE in the capacity of technical project manager or technical lead implementing at least one (1) public sector IT project (federal, state, city, county). Technical Manager – One (1) The project will need one (1) Technical Manager who will be responsible for the interfaces to county and consortia eligibility systems, the State data center, the EBT Project office, and the new WIC MIS. This position plays a key role in ensuring the interface requirements for county eligibility and financial system interfaces are well defined and documented. The Technical Manager will lead the interface design effort and will ensure all responsible parties understand their roles and responsibilities regarding interface development, testing, and certification. Technical Manager Mandatory Staffing Qualifications (MSQs) Within the Last Ten (10) Years 1. At least three (3) years FTE experience as a technical project manager or technical lead for an information system implementation or transition. 2. At least three (3) years full-time equivalent (FTE) experience in customizing, implementing, enhancing, or maintaining information systems. 3. At least two (2) years FTE experience in participating in or overseeing system testing for information systems. 4. At least two (2) years FTE experience participating in or overseeing system interface development. 5. At least two (2) years FTE experience with data conversion or data migration. 6. At least two (2) years FTE experience reviewing technical documents.