Common use of Proposer Qualifications Clause in Contracts

Proposer Qualifications. Provide a description and background summary of the Prime Proposer’s or JV Partners’ consulting firm(s), and subcontractors. The summary must include corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to accomplish the work successfully. Provide project examples that illustrate how the team’s experience working for other clients is applicable to the scope of this RFP and to providing services to the City. If a JV, include a description of the organization, relationships, and defined responsibilities of all partners in the JV. Describe any previous project-specific associations of the JV Partners. The Lead JV Partner must demonstrate proven experience in managing and leading. Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all subcontractors meet all the minimum qualification requirements outlined in Section 4, Minimum Qualifications. Provide a description of the three most recent projects previously managed by the Prime Proposer or JV Partners within the last 10 years, which must be of the type and scope of services specified in this RFP. The three reference projects must demonstrate the following: at least two of the three projects must clearly demonstrate experience in a lead role on a performance or financial audit (preferably of a government program), and at least one of the projects must include the use of statistical analysis. A single project may be referenced multiple times to validate the experience requested herein. Proposer may not selectively choose projects; rather, Proposer must submit project descriptions for the most recent projects that meet the requirements above. Failure to submit the most recent projects may result in the SFPUC deeming the proposal non-responsive and/or deducting points from the evaluation process. Each project description must include the following information: • Project name; • Project scope summary; • Project start and completion dates; • Project costs (prime [or JV partners] consulting fee and total project cost); • Proposer’s role and responsibilities on the project; • Proposer’s performance on delivering the project on schedule and on budget; • Proposer staff members who worked on the project; and • Client name, reference, and contact information. Describe the overall approach that the team proposes to use to successfully carry out work under the Agreement. Specifically address the following: • Overall approach for meeting goals and objectives of this RFP; • Approach for coordinating/managing all work activities, including coordination and communication with SFPUC staff, to meet project milestones and deliverable due dates; • Processes/measures for controlling cost and schedule, tracking delivery/performance, and maximizing quality (quality assurance/quality control); • Approach for monitoring expended labor hours and tracking various factors affecting task costs; include description (frequency, days after timesheet submittal) of project manager’s access to reports on staff labors hours and other cost items; • Processes for internal and external notification and resolution of technical conflicts and cost/schedule variances; • Understanding of potential project/task issues and constraints, and approach to managing project-specific challenges to complete tasks on schedule and within budget; • Approach and procedures for contending with the public in adversarial or difficult situations; • Team organization, availability of individuals identified in the proposal, and proposed internal (within the Contractor’s team) and external (including City departments) reporting relationships; and • Demonstrated knowledge of current SFPUC CAP program and PEV practices. Identify the individuals who will serve as the Key Team Members as specified in Section 4.3, Key Team Member Qualifications, and provide their roles, responsibilities, qualifications, and company affiliations. Describe each team member’s background, skills, and professional experience to demonstrate their ability to successfully perform the work. Provide a resume for each Key Team Member so that the Technical Panel can evaluate the capabilities of each team member to fulfill their project roles and complete the scope of services successfully. Proposer must clearly demonstrate that all Key Team Members meet all the

Proposer Qualifications. ‌ Provide a description and background summary of the Prime Proposer’s or JV Partners’ consulting firm(s), and subcontractors. The summary must include corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to accomplish the work successfully. Provide project examples that illustrate how the team’s experience working for other clients is applicable to the scope of this RFP and to providing services to the City. If a JV, include a description of the organization, relationships, and defined responsibilities of all partners in the JV. Describe any previous project-specific associations of the JV Partners. The Lead JV Partner must demonstrate proven experience in managing and leading. Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all subcontractors meet all the minimum qualification requirements outlined in Section 4, Minimum Qualifications. Reference Projects‌ Provide a description of the three most recent projects previously managed by the Prime Proposer or JV Partners within the last 10 years, which must be of the type and scope of services specified in this RFP. The three reference projects must demonstrate the following: at least two of the three projects must clearly demonstrate experience in a lead role on a performance or financial audit (preferably of a government program), and at least one of the projects must include the use of statistical analysis. A single project may be referenced multiple times to validate the experience requested herein. Proposer Proposers may not selectively choose projects; rather. Rather, Proposer Proposers must submit project descriptions for the most recent projects that meet are relevant to the requirements aboveservices requested in this RFP. Failure to submit the most recent recent, relevant projects may result in the SFPUC deeming the proposal non-responsive and/or deducting points from points. If a Proposer responding to this RFP identifies an SFPUC project as a qualifying project reference, and the evaluation processidentified project complies with RFP reference requirements and was subject to the SFPUC’s Consultant Performance Evaluation (CPE) process (see Appendix I), then SFPUC staff may forward either the most recent annual CPE or the final CPE for the project, as appropriate, to the Technical Panel. Each project description must include the following information: • Project name; • Project scope summary; • Project start and completion dates; • Project costs (prime [or JV partners] consulting fee and total project cost); • Proposer’s role and responsibilities on in the project; • Proposer’s performance on delivering the project on schedule and on budget; • Proposer staff members who worked on the project; and • Client name, reference, and contact information. Work Approach‌ Describe the overall approach that the team proposes to use to successfully carry out work under the Agreement. Specifically address the following: • Overall approach for meeting goals and objectives of this RFP; • Approach for coordinating/managing all work activities, including coordination and communication with SFPUC staff, to meet project milestones and deliverable due dates; • Processes/measures for controlling cost and schedule, tracking delivery/performance, and maximizing quality (quality assurance/quality control); • Approach for monitoring expended labor hours and tracking various factors affecting task costs; include description (frequency, days after timesheet submittal) of project manager’s access to reports on staff labors hours and other cost items; • Processes for internal and external notification and resolution of technical conflicts and cost/schedule variances; • Understanding of potential project/task issues and constraints, and approach to managing project-specific challenges to complete tasks on schedule and within budget; • Approach and procedures for contending with the public in adversarial or difficult situations; • Team organization, availability of individuals identified in the proposal, and proposed internal (within the Contractor’s team) and external (including City departments) reporting relationships; and • Demonstrated knowledge Location where the work is to be managed and location where each component of current SFPUC CAP program and PEV practicesthe work is to be performed. Identify the individuals who will serve as the Key Team Members as specified in Section 4.3, Key Team Member Qualifications, and provide their rolesQualifications‌ Provide the role, responsibilities, qualifications, and company affiliationsaffiliation of every individual Key/Lead Team Member on the Proposer’s team who will perform the services outlined in this RFP. Describe each team member’s background, skills, members’ background and professional experience in order to demonstrate their ability experience and skills necessary to successfully perform the workwork successfully. Provide a resume Identify staff who will serve as the Key/Lead Team Members, as specified in Section 4.3, Key/Lead Team Member Qualifications. Proposer must clearly demonstrate that all Key/Lead Team Members meet all the minimum qualification requirements outlined in Section 4.3. Upload resumes, where indicated in the Proposal Response Form, for each Key Key/Lead Team Member and any other critical team members, so that the Technical Panel can evaluate the capabilities of each team member to fulfill their project roles and complete the scope of services successfully. The information required in this section for Key/Lead Team Members applies to any additional key/lead individuals proposed by the Proposer. Please note: Proposers must provide evidence of relevant project experience as specified within Section 4.3 for all Key/Lead Team Members. Provide evidence of required project experience within the team member’s resume or within the Proposer Qualifications section for Key/Lead Team Members. Team Organizational Chart‌ Provide an organizational chart that illustrates the team structure (include the integration/interaction with SFPUC project team staff) where indicated in the Proposal Response Form. Note the firm name and title/role for each team member. Team Availability‌ Fill out the Excel template attached as Appendix E of this RFP and entitled “Proposer Commitment Matrix” completely and attach it as directed in the Proposal Response Form. All information in this spreadsheet must be consistent with all other submissions with the proposal (OPS, letters of commitment, etc.). Failure to provide consistent information on the Proposer Commitment Matrix may result in the City finding the proposal non-responsive. The first worksheet tab is entitled “Commitment Matrix.” Identify the specific percentage of work time each Key/Lead Team Member will spend on the project and confirm their availability throughout the project duration. The second worksheet tab is entitled “Other Project Commitments.” Fill in each Key/Lead Team Member proposed on this project and include all other current or pending projects on which they are committed. The numbers can be in full time employee hours or percentage of time, but the information should be consistent for each team member entry. Overhead and Profit Schedule‌ Compensation under the Agreement will be provided for: (1) labor related costs by hourly billing rates for hours worked; and (2) separately billed direct reimbursable expenses. Proposers must use the OPS template, provided as an Excel file in Appendix B, to prepare their OPS. The OPS must include the base hourly rate and each firm’s overhead and profit rate (OPR, or “multiplier”) for each staff member for the Prime Proposer (or JV Partners) and all subcontractors expected to work on the project. Proposer must clearly demonstrate that all Key Team Members meet all thelist only one OPR for each firm. The OPS must also include the markup on subcontractor labor costs. The base hourly rate is the employee’s earned income hourly rate, which shall not include health benefits, retirement benefits, profit sharing, sick leave, and vacation.

Proposer Qualifications. ‌ Provide a description and background summary of the Prime Proposer’s or JV Partners’ consulting firm(s), and subcontractors. ) The summary must include corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to accomplish the work successfully. Provide project examples that illustrate how the team’s experience working for other clients is applicable to the scope of this RFP and to providing services to the City. If a JV, include a description of the organization, relationships, and defined responsibilities of all partners in the JV. Describe any previous project-specific associations of the JV Partners. The Lead JV Partner must demonstrate proven experience in managing and leading. Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all subcontractors meet all the minimum qualification requirements outlined in Section 4, Minimum Qualifications. Reference Audits‌ Provide a description of the three (3) most recent projects Green-e® Energy Certification audits for entities in the state of California previously managed by the Prime Proposer or JV Partners within the last 10 ten (10) years, which must be of the type and scope of services specified in this RFP. The Of the three reference projects audits described, the proposers must demonstrate the following: at least two of the three projects must clearly demonstrate experience in a lead role on a performance or financial audit (preferably of a government program), and that they have completed at least one exemplaryGreen-e® Energy Annual Process Audit that shows the Proposer’s competency. Further, proposer must demonstration completion of the projects must include the use of statistical analysisan Auditor Training Session with Green-e® Climate staff. A single project may be referenced multiple times to validate the experience requested herein. Proposer Proposers may not selectively choose projects; ratheraudits. Rather, Proposer Proposers must submit project audit descriptions for the most recent projects audits that meet are relevant to the requirements aboveservices requested in this RFP. Failure to submit the most recent projects recent, relevant audits may result in the SFPUC deeming the proposal non-responsive and/or deducting points from points. If a Proposer responding to this RFP identifies an SFPUC audit as a qualifying audit reference, and the evaluation processidentified audit complies with RFP reference requirements and was subject to the SFPUC’s Consultant Performance Evaluation (CPE) process (see Appendix I), then SFPUC staff may forward either the most recent annual CPE or the final CPE for the audit, as appropriate, to the Technical Panel. Each project audit description must include the following information: • Project Audit name; • Project Audit scope summary; • Project Audit start and completion dates; • Project Audit costs (prime [or JV partners] consulting fee and total project cost); • Proposer’s role and responsibilities on in the project; • Proposer’s performance on delivering the project on schedule and on budget; • Proposer staff members who worked on the project; and • Client name, reference, and contact information. Work Approach‌ Describe the overall approach that the team proposes to use to successfully carry out work under the Agreement. Specifically address the following: • Overall approach for meeting goals and objectives of this RFP; • Approach for coordinating/managing all work activities, including coordination and communication with SFPUC staff, to meet project milestones and deliverable due dates; • Processes/measures for controlling cost and schedule, tracking delivery/performance, and maximizing quality (quality assurance/quality control); • Approach for monitoring expended labor hours and tracking various factors affecting task costs; include description (frequency, days after timesheet submittal) of project manager’s access to reports on staff labors hours and other cost items; • Processes for internal and external notification and resolution of technical conflicts and cost/schedule variances; • Understanding of potential project/task issues and constraints, and approach to managing project-specific challenges to complete tasks on schedule and within budget; • Approach and procedures for contending with the public in adversarial or difficult situations; • Team organization, availability of individuals identified in the proposal, and proposed internal (within the Contractor’s team) and external (including City departments) reporting relationships; and • Demonstrated knowledge Location where the work is to be managed and location where each component of current SFPUC CAP program and PEV practicesthe work is to be performed. Identify the individuals who will serve as the Key Team Members as specified in Section 4.3, Key Reserved. (Team Member Qualifications, Qualifications)‌ Team Organizational Chart‌ Provide an organizational chart that illustrates the team structure (include the integration/interaction with SFPUC project team staff) where indicated in the Proposal Response Form. Note the firm name and provide their roles, responsibilities, qualifications, and company affiliations. Describe title/role for each team member’s background. Reserved. (Team Availability) Fee Schedule‌‌‌ Compensation under the Agreement will be provided for: (1) labor related costs by hourly billing rates for hours worked; and (2) separately billed direct reimbursable expenses. Proposers must use the Fee Schedule template, skillsprovided as an Excel file in Appendix B, and professional experience to demonstrate their ability to successfully perform prepare the workFee Schedule. Provide a resume The Fee Schedule must include the hourly rate for each Key Team Member so that staff member for the Technical Panel can evaluate Prime Proposer and all subcontractors expected to work on the capabilities of each team member to fulfill their project roles and complete the scope of services successfully. Proposer must clearly demonstrate that all Key Team Members meet all theproject.

Proposer Qualifications. Provide Proposer must provide a description and background summary of the Prime Proposer’s or JV Partners’ consulting firm(s), and subcontractors. The summary must include corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to accomplish the work successfully. Provide project examples that illustrate how the team’s experience working for other clients is applicable to the scope of this RFP and to providing services to the City. If a JV, include a description of the organization, relationships, and defined responsibilities of all partners in the JV. Describe any previous project-specific associations of the JV Partners. The Lead JV Partner must demonstrate proven experience in managing and leading. Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all subcontractors meet all the minimum qualification requirements outlined in Section 4, Minimum Qualifications. Provide Prime and lead JV partner must provide a description of the three most recent projects previously managed by the Prime Proposer or JV Partners within the last 10 years, which must be of the type and scope of services specified in this RFP. The three reference projects Non-lead JV partner must demonstrate provide a description of one recent project previously managed by the following: at least two Proposer within the last 10 years, which must be of the three type of services specified in this RFP. Reference projects must clearly demonstrate should also speak to Proposer’s experience in a lead role on a performance or financial audit (preferably of a government program), and at least one of the projects must include the use of statistical analysisperforming tasks outlined in Section 3. A single project may be referenced multiple times to validate the experience requested herein. Proposer may not selectively choose projects; rather. Rather, the Proposer must submit project descriptions for the most recent projects that meet are relevant to the requirements aboveservices requested in this RFP. Failure to submit the most recent recent, relevant projects may result in the SFPUC deeming the proposal non-responsive and/or deducting points from points. If a Proposer responding to this RFP identifies an SFPUC project as a qualifying project reference, and the evaluation processidentified project complies with RFP reference requirements and was subject to the SFPUC’s Consultant Services Performance Evaluation (CSPE) process (see Appendix I), then SFPUC staff may forward either the most recent annual CSPE or the final CSPE for the project, as appropriate, to the Technical Panel. Each project description must include the following informationshall include: • Project name; • Project scope summary; • Project start and completion dates; • Project costs (prime [or JV partners] consulting fee and total project cost); • Proposer’s role and responsibilities on the project; • Proposer’s performance on delivering the project on schedule and on budget; • Proposer staff members who worked on the project; and • Client name, reference, and contact information. Describe the Proposer must describe its overall approach that the team proposes to use to successfully carry out work under the Agreementapproach. Specifically address the following: • Overall approach for meeting the goals and objectives of this RFP as outlined in the RFP; • Approach for coordinating/managing all work activities, including coordination and communication with SFPUC CleanPowerSF staff, to meet project milestones and deliverable due dates; • Processes/Service Success Metrics, a description of the measures for controlling cost and schedule, tracking delivery/performance, and maximizing quality (quality assurance/quality control); the Proposer will use to determine success in accomplishing the Tasks outlined in Section 3. • A detailed description of how the Proposer intends to execute the work associated with all specified tasks in Section 3. • Approach for monitoring expended labor hours and tracking various factors affecting task costs; include description (frequency, days after timesheet submittal) of project manager’s access to reports on staff labors hours and other cost itemshours; • Processes for internal and external notification and resolution of technical conflicts and cost/schedule variances; • Understanding of potential project/task issues and constraints, and approach to managing project-specific challenges to complete tasks on schedule and within budget; • Approach and procedures for contending with the public in adversarial or difficult situations; • Team organization, availability of individuals identified in the proposal, and proposed internal (within the ContractorProposer’s team) and external (including City departments) reporting relationships; • Location where the work is to be managed and • Demonstrated knowledge location where each component of current the work is to be performed; As instructed in the Proposal Response Form, attach an organizational chart that illustrates the team structure (include the integration/interaction with SFPUC CAP program project team staff). Note the firm name and PEV practices. Identify the individuals who will serve as the Key Team Members as specified in Section 4.3, Key Team Member Qualifications, and provide their roles, responsibilities, qualifications, and company affiliations. Describe title/role for each team member’s background, skills, . The SFPUC will compensate the Contractor for services provided under the Agreement for: (1) monthly charges per customer meter and professional experience to demonstrate their ability to successfully perform the work. Provide a resume for each Key Team Member so that the Technical Panel can evaluate the capabilities of each team member to fulfill their project roles (2) and complete the scope of services successfully. Proposer must clearly demonstrate that all Key Team Members meet all thehourly labor related cost.

Proposer Qualifications. ‌ Provide a description and background summary of the Prime Proposer’s or JV Partners’ consulting firm(s), and subcontractors. The summary must include corporate qualifications, commitment, strength, and technical capabilities to fulfill all services specified and required to accomplish the work successfully. Provide project examples that illustrate how the team’s experience working for other clients is applicable to the scope of this RFP and to providing services to the City. If a JV, include a description of the organization, relationships, and defined responsibilities of all partners in the JV. Describe any previous project-specific associations of the JV Partners. The Lead JV Partner must demonstrate proven experience in managing and leading. Proposer must clearly demonstrate that the Prime Proposer (or JV Partners), and all subcontractors meet all the minimum qualification requirements outlined in Section 4, Minimum Qualifications. Reference Projects‌ Provide a description of the three most recent projects previously managed by the Prime Proposer or JV Partners within the last 10 years, which must be of the same type and scope of services specified in this RFP. The three reference If JV Partners, the Lead should provide 2 projects must demonstrate the following: at least two of the three projects must clearly demonstrate experience in a lead role on a performance or financial audit (preferably of a government program), and at least one of the projects must include the use of statistical analysis. A single project may be referenced multiple times to validate the experience requested hereinNon-Lead should provide 1 project. Proposer may not selectively choose reference projects; rather, Proposer must submit project descriptions for the most recent projects that meet the requirements above. Failure to submit the most recent projects may result in the SFPUC deeming the proposal non-responsive and/or deducting points from the evaluation process. If a Proposer identifies an SFPUC project as a qualifying project reference, and the identified project complies with RFP reference requirements and was subject to the SFPUC’s Consultant Performance Evaluation (CPE) procedure (included as Appendix J), then SFPUC staff may forward either the most recent annual CPE or the final CPE for the project, as appropriate, to the Technical Panel. Each project description must include the following information: • Project name; • Project scope summary; • Project start and completion dates; • Project costs (prime [or JV partners] consulting fee and total project cost); • Proposer’s role and responsibilities on the project; • Proposer’s performance on delivering the project on schedule and on budget; • Proposer staff members who worked on the project; and • Client name, reference, and contact information. Work Approach‌ Describe the overall approach that the team proposes to use to successfully carry out work under the Agreement. Specifically address the following: • Overall approach for meeting goals and objectives of this RFP; • Approach for coordinating/managing all work activities, including coordination and communication with SFPUC staff, to meet project milestones and deliverable due dates; • Processes/measures for controlling cost and schedule, tracking delivery/performance, and maximizing quality (quality assurance/quality control); • Approach for monitoring expended labor hours and tracking various factors affecting task costs; include description (frequency, days after timesheet submittal) of project manager’s access to reports on staff labors hours and other cost items; • Processes for internal and external notification and resolution of technical conflicts and cost/schedule variances; • Understanding of potential project/task issues and constraints, and approach to managing project-specific challenges to complete tasks on schedule and within budget; • Approach and procedures for contending with the public in adversarial or difficult situations; • Team organization, availability of individuals identified in the proposal, and proposed internal (within the Contractor’s team) and external (including City departments) reporting relationships; and • Demonstrated knowledge Location where the work is to be managed and location where each component of current SFPUC CAP program and PEV practicesthe work is to be performed. Team Member Qualifications‌ Identify the individuals who will serve as the Key Key/Lead Team Members as specified in Section 4.3, Key Team Member Qualifications, and provide their roles, responsibilities, qualifications, and company affiliations. Describe each team member’s background, skills, and professional experience to demonstrate their ability to successfully perform the work. Provide a resume for each Key Team Member so that the Technical Panel can evaluate the capabilities of each team member to fulfill their project roles and complete the scope of services successfully. Proposer must clearly demonstrate that all Key Key/Lead Team Members meet all the