City of Seattle

Questionnaire

CITYWIDE CONSULTANT ROSTER: Audit, Financial, and Asset Management Consulting

CTY-CR-2025-12

Project Questions

1

Is your business considered a small business concern?

Type: yesNo

A Consultant is considered a "small business concern" if it qualifies as a Small Business under the Small Business Act of the United States, 15 USC Section 632, and its implementing regulations. The Small Business Act empowers the Administrator of the Small Business Administration to establish specific size standards based on various factors like number of employees, revenue, and net worth which vary by industry.You can select see if you qualify by finding your industry in the SBA's Table of Size Standards found here: https://www.sba.gov/document/support-table-size-standards.
2

Is Consultant firm a not-for-profit organization?

Type: yesNo

Nonprofit organizations are not eligible to apply to the Consultant roster program.
3

Nonprofit organizations are not eligible for the City's consultant roster at this time.

Type: confirmation

Seattle Municipal Code provides another avenue for which City departments are able to contract out with public benefit non-profit organizations without public advertisement. Non-eligibility for the consultant roster program does not preclude your firm from working with the City.
4

Does Consultant firm believe it qualifies to be approved to the Asset Management - Asset Investment Consulting Services roster?

Type: yesNo

Qualified consultants will have experience providing consultation on investment services, including but not limited to: investment review, research, cost-benefit analysis, audit, CIP prioritization, inventory analysis, assessment, evaluation, monitoring, documentation, recommendations, forecasting, strategizing, modeling, governance approach or expert witness.
5

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: investment services, including but not limited to: investment review, research, cost-benefit analysis, audit, CIP prioritization, inventory analysis, assessment, evaluation, monitoring, documentation, recommendations, forecasting, strategizing, modeling, governance approach or expert witness.
6

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

7

Does Consultant firm believe it qualifies to be approved to the Asset Management - Asset Maintenance Consulting Services roster?

Type: yesNo

Qualified consultants will have experience providing consultation on asset maintenance services, including but not limited to: asset classification or inventory (tagging) practices, condition assessment, inspection, critical analysis, develop critical scorecard, evaluation, monitoring, documentation, maintenance (time-based or condition-based) recommendations, research, asset risk management, policy, procedure or program development, communications, training, change management assessment or expert witness.
8

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: asset maintenance services, including but not limited to: asset classification or inventory (tagging) practices, condition assessment, inspection, critical analysis, develop critical scorecard, evaluation, monitoring, documentation, maintenance (time-based or condition-based) recommendations, research, asset risk management, policy, procedure or program development, communications, training, change management assessment or expert witness.
9

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

10

Does Consultant firm believe it qualifies to be approved to the Audits - Financial Audit, Analysis or Advice roster?

Type: yesNo

Qualified consultants will have experience providing consultation on financial audit, financial accounting analysis, advice, studies, actuarial studies, evaluation, monitoring, recommendations, review, reports, or expert witness.
11

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: financial audit, financial accounting analysis, advice, studies, actuarial studies, evaluation, monitoring, recommendations, review, reports, or expert witness.
12

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

13

Does Consultant firm believe it qualifies to be approved to the Audits - Performance or Government roster?

Type: yesNo

Qualified consultants will have experience providing consultation on performance audit, analysis, assessment, evaluation, advice, studies, reports or expert witness in accordance with the Government Audit Standards as set by the Comptroller General of the United States, on a wide range of management, administrative, financial, budgetary, operational, or other organizational issues.
14

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: performance audit, analysis, assessment, evaluation, advice, studies, reports or expert witness in accordance with the Government Audit Standards as set by the Comptroller General of the United States, on a wide range of management, administrative, financial, budgetary, operational, or other organizational issues.
15

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

16

Does Consultant firm believe it qualifies to be approved to the Economic Analysis / Assessment roster?

Type: yesNo

Qualified consultants will have experience providing economic analysis, assessment, evaluation, monitoring, recommendations, forecasting, strategizing, modeling, review, reports, rate studies, or expert witness.
17

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: economic analysis, assessment, evaluation, monitoring, recommendations, forecasting, strategizing, modeling, review, reports, rate studies, or expert witness.
18

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

19

Does Consultant firm believe it qualifies to be approved to the Historic Resource Inventories/Assessment/Design roster?

Type: yesNo

The scope of work covered by this category includes historic resource inventories, assessments, impacts, rehabilitation, or design for re-use.
20

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: historic resource inventories, assessments, impacts, rehabilitation, or design for re-use.
21

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

22

Does Consultant firm believe it qualifies to be approved to the Real Estate Appraisal Services roster?

Type: yesNo

Qualified consultants will have experience providing consultation on real property valuation services, including right of way appraisal services, true cost estimates, appraisals, appraisal reviews, administrative offer summaries, cost to cure bids, market analysis for property acquisitions, surpluses or sales, arbitration of fair market rent, or expert witness. Appraisal services provided in compliance with the Uniform Act 42 U.S. Code Chapter 61, WSDOT Local Agency Guidelines, RCW 8.26 or any Seattle Municipal Code applicable to appraisals.
23

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: real property valuation services, including right of way appraisal services, true cost estimates, appraisals, appraisal reviews, administrative offer summaries, cost to cure bids, market analysis for property acquisitions, surpluses or sales, arbitration of fair market rent, or expert witness. Appraisal services provided in compliance with the Uniform Act 42 U.S. Code Chapter 61, WSDOT Local Agency Guidelines, RCW 8.26 or any Seattle Municipal Code applicable to appraisals.
24

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

25

Does Consultant firm believe it qualifies to be approved to the Real Estate Consulting roster?

Type: yesNo

Qualified consultants will have experience providing real estate consulting, brokerage services, disposition, acquisition, relocation, valuation, estimates, property management, due diligence transaction screening, or expert witness.
26

Briefly list the 3 projects completed including the project dates and a brief summary of the applicable scope of work involved. These can be the same projects you have used to apply for other rosters.

Type: longAnswer

Each project must have included at least one of the following scopes: real estate consulting, brokerage services, disposition, acquisition, relocation, valuation, estimates, property management, due diligence transaction screening, or expert witness.
27

Confirm that Consultant key personnel and/or principal have the required professional licenses, certificates and education to perform the type of work being sought.

Type: confirmation

28

Upload a recent Statement of Qualifications.

Type: fileUpload

A statement of qualifications is a document that details how a Consultant firm's skills and experience align with the specific scope of work covered by the roster(s) attempting to be qualified for. There is not an official City of Seattle template for a Statement of Qualifications as they can vary significantly from field to field.In general, the City is looking for evidence that the firm has completed projects or assignments related to the scope of work and that the key personnel and/or Principal have the required licenses, certificates, or education to perform the type of consulting work described for each category applied to. Statements of qualification are generally set up in a resume style format as opposed to a narrative format. City departments may use these statements of qualifications to determine whether a Consultant has the proper experience to be considered for contracting. Upon approval to a consultant roster, Consultant must add this document to their Documents tab in the business profile of the CIty's Procurement Portal.