Appendix B – Offeror Response Form Attachments

RFP-13-020-SW

RFP Title: Sealed Offers for Consulting Services to Develop Uniform Chart of Accounts (UCOA)

Table of Contents

1.0Offeror Experience Reference Form

2.0Offeror Key Staff Experience Reference Form

APPENDIX B1RFP-13-020-SW

1.0Offeror Experience Reference Form

Section 1. To be completed by the Vendor – Offeror andSub-contractor (if applicable)

Vendor Name: / Vendor Contact/Name:
Services/ Project Dates: / Vendor Contact Phone:
Customer Organization: / Customer Contact Name:
Customer Contact Phone:
Customer Address: / Customer Contact E-Mail:
Total Budget (Operating and Capital) of Organization:
Services / Project included working with governmental accounting and reporting requirements:
Yes No
Services / Project included assessment and refining/ restructuring chart of accounts:
Yes No
Services/ Project involved government organization:
Yes No
Services/ Project involved K-12 organization:
Yes No
Services/ Project involved government and/or K-12 organization located in the State of Hawaii
Yes No
Scope of Services/ Project:

APPENDIX B1RFP-13-020--SW

2.0Offeror Key Staff Experience Reference Form

Vendor Name:______

Proposed Team Member’s Name: ______

Proposed Project Role(s): ______

Meets Key Staff Qualifications:  Yes  No

The Offeror must provide a completed Offeror Key Staff Experience Reference Form for each Key Staff Member of the project team and attach a resume that reflects the staff person’s experience. Resumes shall be included in Attachment 5 (for Offeror Staff and Subcontractor Staff).

Services Provided/ Projects Where Team Member Performed Role:

For each services provided/ project experience listed, indicate the customer name and contact information, whether the services provided/ project was for a public sector agency, whether the services provided/ project was for K-12 organization, services provided/ project name and description, proposed team member’s role in services provided/ project, start and end dates the proposed team member performed the role, and the duration of the experience. Each Proposed Key Staff must include a minimum of three references in the Offeror Staff Experience Reference Form:

Customer Organization
Name of Organization
Contact Name
Contact Phone #
Contact E-Mail Address / Public Sector Yes/ No / K-12
Yes/ No / Services Provided/ Project Name and Description / Team Member’s Role in Project / Dates/
Duration
e.g., “Y” Benefit Fund, Jane Jones (808-555-9000; ) / Services provided / 07/2006 –06/2007
12 mos.

APPENDIX B 1RFP-13-020-SW