007000000087845.pdf

Request for Quote

INDIANA DEPARTMENT OF EDUCATION

Solicitation For:

State Charter School Facilities Incentive Grant Technical

Assistance

RFQ 0000087845

Proposal Submission Due Date and Time:

August 11, 2026 @ 2:00PM ET

January Sanders, Procurement Specialist DOEProcurment@doe.in.gov

Indiana Department of Education 100 N Senate Ave., 9th FL

Indianapolis, Indiana 46204

Solicition #0000087845 mailto:DOEProcurment@doe.in.gov

Key Solicitation Dates Activity Date

Issue of Solicitation June 23, 2026 Deadline to Submit Written Questions July 08, 2026, by 12:00 PM ET IDOE Respond to Written Questions July 15, 2026 Proposal Due Date August 11, 2026, by 2:00 PM ET Notification of Award September 2026

Question / Inquiry Process All questions/inquiries regarding this solicitation must be submitted by the deadline outlined in the Key Solicitation Dates table above.

Questions/Inquiries may be submitted via email to DOEProcurement@doe.in.gov and must be received by the time and date indicated in the Key Solicitation Dates table above.

The subject line of the email must clearly state the following: “[Procurement Name] [RFQ#] Questions/Inquiries – [INSERT COMPANY NAME]”.

After the question/inquiry deadline, IDOE will compile a list of the questions/inquiries submitted by all Respondents, redacting the name of the company who submitted the question. The responses will be emailed to all potential Respondents according to the Key Solicitation Dates table above.

Proposal Due Date and Format All proposals must be submitted via email to DOEProcurement@doe.in.gov and must be received by the deadline indicated in the Key Solicitation Dates table above.

Proposals received after the due date and time will not be considered.

Modifications to proposals received after the due date will not be considered.

Proposals submitted by mail or fax will not be considered.

Proposals must provide a clear, concise description of the vendor’s capabilities to meet the requirements of the scope of work (SOW).

The proposal shall provide a detailed technical approach for completing each of the tasks listed within the SOW and the associated deliverables.

Price / Cost: Pricing on this solicitation must be firm and remain valid for a period of not less than one hundred eighty (180 days) from the date of award issuance.

Any attempt to manipulate cost, include conditions to pricing, or submit pricing that deviates from the requested deliverables will put your proposal at risk of being removed from consideration.

All costs must be inclusive.

Solicition #0000087845 mailto:DOEProcurement@doe.in.gov mailto:DOEProcurement@doe.in.gov

Secretary of State Registration If awarded the contract, the Respondent will be required to register with, and be in good standing with, the Indiana Secretary of State. The registration requirement applies to all limited liability partnerships, limited partnerships, corporations, S-corporations, nonprofit corporations, and limited liability companies. Information regarding registration with the Indiana Secretary of State may be obtained by contacting:

Secretary of State of Indiana Corporation Division 402 West Washington Street, E018 Indianapolis, IN 46204

(317) 232-6576 www.in.gov/sos

State of Indiana Bidder Registration To move forward with a contract award, the Respondent must be registered as a bidder with the Indiana Department of Administration (IDOA), Procurement Division.

To complete the online Bidder registration, visit the Bidder Profile Registration website at https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/bidder-profile-registration

Completion of the Bidder registration will add your name to the IDOA Bidder Database for email notification.

The Bidder registration requires general business information, the types of goods and services you can offer the State of Indiana, and location(s) within the state that you can supply or service.

There is no fee to be included the IDOA Procurement Division’s Bidder Database. It is highly recommended that this step be completed BEFORE award as not to slow down contract execution.

Compliance Certification Responses to this solicitation represent that the Respondent has no current or outstanding criminal, civil, or enforcement actions initiated by the State, and that it will immediately notify the State of any such actions. The Respondent also certifies that neither it nor its principals are in arrears on taxes, permit fees or other statutory, regulatory, or judicially required payments to the State. The Respondent agrees that the State may confirm, at any time, that no such liabilities exist, and, if such liabilities are discovered, that State may bar the Respondent from contracting with the State, cancel existing contracts, withhold payments to offset such obligations, and withhold further payments or purchases until the entity is current in its payments on its liability to the State and has submitted proof of such payment to the State.

Solicition #0000087845 http://www.in.gov/sos https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/bidder-profile-registration https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/bidder-profile-registration

Confidential Information Access to Public Records Act Respondents are advised that proposal materials are subject to the Access to Public Records Act (APRA), IC 5-14-3 et seq., and, after the contract award, may be viewed and copied by any member of the public, including news agencies and competitors. Responses are deemed public records” unless specifically protected from disclosure under IC 5-14-3 protects it from disclosure. It is the Respondent’s responsibility to notify IDOE if any part of the proposal is considered confidential under APRA.

Family Educational Rights and Privacy Act If chosen for award, the Respondent understands that in performing the duties of the contract, it may be required to obtain personally identifiable student information protected under the Family Educational Rights and Privacy Act (FERPA) (20 USC §1232g, 34 CFR Part 99.) The Respondent agrees to fully comply with all requirements of FERPA and the requirements set forth herein.

Contract Terms / Clauses A sample of the Professional Service Contract that the State expects to execute with the successful Respondent(s) has been linked for review. This contract contains mandatory clauses. Mandatory clauses are listed below and are non-negotiable. Other clauses are substantively required. It is the State’s expectation that the final contract will be substantially similar to the sample contract linked above.

Please review the contract and indicate in your proposal your acceptance of mandatory contract clauses. If a non-mandatory clause is not acceptable as worded, suggest specific alternative wording to address issues raised by the specific clause by submitting a redline version of the template.

To reiterate it’s the State’s strong desire not to deviate from the Professional Service Contract Template and as such the State may reject all requested changes.

The mandatory contract terms are as follows:

• Authority to Bind Contractor

• Compliance with Laws

• Drug-Free Workplace Certification

• Employment Eligibility Verification (E-Verify)

• Funding Cancellation

• Governing Law

• Indemnification

• Information Technology Enterprise Architecture

Requirements

• Nondiscrimination Clause

• Penalties/Interest/Attorney’s Fees

• Termination for Convenience

Solicition #0000087845 https://www.in.gov/idoa/procurement/contract-administration/contract-forms-manuals-and-templates/

• Non-Collusion and Acceptance

The substantively required terms are as follows:

• Duties of Contractor, Consideration, and Term of Contract

• Ownership of Documents and Materials

• Payments

Solicition #0000087845

State Charter School Facilities Incentive Grant Technical Assistance Scope of Work

Purpose, Background, and Goals

In 2025, the Indiana Department of Education (IDOE) was awarded $10 million through the Expanding Opportunity through Quality Charter Schools Program – State Charter School Facilities Incentive Grant (SFIG). This five-year federal grant supports states in establishing and enhancing per-pupil facilities aid programs for charter schools, in accordance with federal statute and program guidance.

Indiana’s SFIG investment is a critical mechanism for creating a sustainable, enrollment-based facilities funding model, advancing the work of the Office of Educational Options and Quality (OEOQ) to strengthen high-quality school options within a parent-driven education system. Through this initiative, IDOE seeks to advance three key priorities:

• Increasing Access: SFIG will help schools secure and improve permanent instructional spaces while supporting school growth and expansion into high-need and historically underserved communities.

• Increasing Quality: SFIG will support safe, code-compliant, and instructionally aligned facilities while reducing reliance on costly short-term leases and unstable facilities arrangements.

• Increasing Engagement: SFIG will support the development of stable, welcoming school environments that build trust with families and strengthen community engagement.

The overarching goal of the initiative is to improve charter school facilities in ways that support enhanced learning environments and stronger student outcomes. The program’s objectives are to:

• Increase the number of high-quality charter school facilities statewide.

• Support charter school grantees in creating and sustaining high-quality academic environments.

• Prepare and support charter schools to serve students in high-needed areas and historically underserved populations, helping to close persistent achievement gaps.

To support these objectives, Indiana’s SFIG initiative sets aside funding for technical assistance, evaluation, and dissemination activities so charter schools have the guidance and tools needed to plan, finance, and sustain high-quality facilities that support stronger student outcomes. These supports are designed to strengthen schools’ capacity to plan, manage, and sustain facilities projects while meeting federal SFIG requirements.

Technical assistance activities will support schools in areas such as facilities planning, financing strategies, project implementation, and compliance with program requirements.

Evaluation of the SFIG initiative will be conducted by an independent third-party contractor to ensure objective assessment of program implementation and outcomes.

A separate contractor will provide technical assistance (TA) to participating schools.

When appropriate, the technical assistance contractor and the evaluation contractor may coordinate to support program monitoring, data collection, and continuous improvement while maintaining independent evaluation practices.

Measuring Program Success Success of the SFIG initiative will be measured through a combination of implementation indicators, facilities outcomes, and school-level results, aligned with federal Charter Schools Program guidance and Indiana’s program priorities.

Expected outcomes include:

• Improved facilities quality and compliance, including facilities that meet local safety and building code requirements and support the school’s instructional program

• Increased financial sustainability of school facilities, including reduced reliance on short-term leases and improved long-term facilities planning

• Expanded access to high-quality charter school facilities in high-need communities

• Improved school capacity to plan, finance, and manage facilities projects

• Positive stakeholder feedback from school leaders, educators, families, and community partners regarding school facilities and learning environments Program evaluation will also examine potential relationships between facilities improvements and student outcomes, including school stability, student access, and academic performance trends. Findings from the evaluation will inform continuous program improvement, statewide dissemination of best practices, and reporting to the U.S. Department of Education through the Annual Performance Report (APR).

Contractor Responsibilities and Deliverables Technical Assistance Delivery Model

Technical assistance activities will be delivered through a three-tiered support model to ensure that all SFIG subgrantees receive foundational support while schools with more complex facilities receive additional assistance.

For purposes of this program, subgrantees are charter schools receiving SFIG facilities funding through the Indiana Department of Education (IDOE). IDOE anticipates supporting approximately 10–20 subgrantees across Indiana over the course of the grant period, including schools located in both urban and rural communities.

IDOE will determine tier placement based on program monitoring, project complexity, and school needs. The contractor will deliver technical assistance aligned with the assigned tier.

Tier 1 – Universal Support Audience: All SFIG subgrantees (approximately 10–20 schools) Purpose: Provide foundational knowledge, shared resources, and guidance related to charter school facilities planning and SFIG program requirements.

Technical Assistance Activities 8 Training and Office Hours (Combined Session)

The contractor will facilitate one (1) combined training and office hours virtual session monthly consisting of:

• The contractor will lead a 60-minute virtual session for SFIG awardees that combines targeted training and interactive office hours. Each session will include a focused overview of a key facilities topic, followed by opportunities for participants to ask questions, discuss real-time challenges, and receive individualized guidance related to facilities planning and implementation.

Sessions may also include opportunities for schools to share effective practices or highlight successful facilities strategies. Topics may include, but are not limited to:

1. Facilities Planning & Project Management Support schools with planning, renovating, and managing facilities projects, ensuring they meet safety, code, and instructional needs.

2. Aligning Facilities with Instructional Goals Help schools design or modify spaces to better support learning environments, student needs, and academic programming.

3. Facilities Budgeting & Financing Guidance Provide budget support, financing strategies, and long-term sustainability planning aligned with SFIG priorities.

4. Policies, Compliance & SFIG Requirements Interpret relevant facilities policies and ensure schools can meet SFIG rules, reporting expectations, and documentation requirements.

5. Charter School Facilities Best Practices Share proven strategies, models, and examples from high-performing charter operators to improve facility quality statewide.

Tools and Resource Development The contractor will develop scalable resources for SFIG schools and the broader Indiana charter school community, including:

1. Facilities Planning & Project Management Tools: These support renovation planning, timelines, and long-range decision-making.

• Facilities planning templates (multi-year facility plan, project scoping templates)

• Project management checklists for renovations, bids, and permitting

• Capital improvement plan template

• Vendor/contractor comparison tool

2. Instructional Alignment Tools: These help schools ensure their building supports their academic model.

• Space-use analysis tool (to map instructional needs to physical spaces)

• Instructional alignment rubric (classrooms, specialized spaces, safety, ADA)

• Sample classroom/learning space layout guides

3. Budgeting & Financing Tools: Supports schools in building and managing facilities budgets.

• Budget development guides (explicitly named in SFIG TA scope)

• Facilities cost-model calculator (capital costs, maintenance, lifecycle costs)

• Financing options decision tree (lease, bond, loan, philanthropy)

• Cash flow projection tool for facilities projects

4. Policies, Compliance & SFIG Requirements Resources: Helps schools stay compliant and audit-ready.

• Compliance documentation templates (explicit in SFIG TA scope)

• Allowable/non-allowable cost quick guides

• Quarterly compliance checklist

• SFIG reporting calendar & submission tracker

5. Best Practices & Knowledge-Sharing Resources: Supports the field in learning from high-performing operators.

• Facilities quality rubrics (explicit in SFIG TA scope)

• Case studies of exemplary facilities projects

• Peer practice-sharing protocols (for COPs or quarterly sessions)

• “Before/After” renovation playbook with real charter examples

Deliverables

• Training agendas and presentation materials

• Office hour summaries and participation records

• Facilities guidance tools and templates

Tier 2 – Targeted Support Audience: Subset of schools implementing significant facilities projects or requiring additional planning support (approximately 6–12 schools).

Purpose: Provide additional structured training and technical assistance for schools with more complex facility needs.

Technical Assistance Activities Targeted Training The contractor will facilitate four intensive training sessions for Tier 2 schools over the two-year grant period, with two sessions held each year. Each session will be two hours in length and will focus on key areas of facilities support to ensure strong planning, implementation, and compliance. Topics may include, but are not limited to:

1. Facilities Planning & Project Management Tools: These support renovation planning, timelines, and long-range decision-making.

• Facilities planning templates (multi-year facility plan, project scoping templates)

• Project management checklists for renovations, bids, and permitting

• Capital improvement plan template

• Vendor/contractor comparison tool

2. Instructional Alignment Tools: These help schools ensure their building supports their academic model.

• Space-use analysis tool (to map instructional needs to physical spaces)

• Instructional alignment rubric (classrooms, specialized spaces, safety, ADA)

• Sample classroom/learning space layout guides

3. Budgeting & Financing Tools: Supports schools in building and managing facilities budgets.

• Budget development guides (explicitly named in SFIG TA scope)

• Facilities cost-model calculator (capital costs, maintenance, lifecycle costs)

• Financing options decision tree (lease, bond, loan, philanthropy)

• Cash flow projection tool for facilities projects

• 4. Policies, Compliance & SFIG Requirements Resources: Helps schools stay compliant and audit-ready.

• Compliance documentation templates (explicit in SFIG TA scope)

• Allowable/non-allowable cost quick guides

• Quarterly compliance checklist

• SFIG reporting calendar & submission tracker

5. Best Practices & Knowledge-Sharing Resources: Supports the field in learning from high-performing operators.

• Facilities quality rubrics (explicit in SFIG TA scope)

• Case studies of exemplary facilities projects

• Peer practice-sharing protocols (for COPs or quarterly sessions)

• “Before/After” renovation playbook with real charter examples

These sessions will allow schools to work through specific challenges and receive guidance tailored to their facilities projects.

Deliverables

• Training agendas and materials

• Technical assistance summaries

• Documentation of consultation sessions

Tier 3 – Intensive Support Audience: Small number of schools requiring focused assistance (approximately 2 schools).

Purpose: Provide individualized support for schools experiencing significant facilities challenges or implementation barriers.

Technical Assistance Activities Intensive Coaching The contractor will provide up to 8 hours of individualized coaching over two years (4 hours per year) for each participating school. Coaching will be delivered to leadership teams responsible for facilities planning, finance, and operations.

Support may include virtual coaching calls, scheduled in 30-minute increments, to provide targeted, school-specific assistance Support may include:

• Root-cause analysis of facilities challenges

• Development of facilities action plans

• Project planning and implementation guidance

• Support preparing for facilities financing or capital planning

Deliverables

• Coaching summaries

• Facilities action plans

• Technical assistance documentation

In-Person Workshop (Cross-Tier Learning) The contractor will facilitate one half-day (4 hours) in-person workshop during the second year of the contract, hosted at the Indiana Department of Education.

The workshop will support peer learning across all tiers and focus on:

• Site selection and acquisition

• Renovation planning

• Facilities project management and best practices

• Budgeting and financing strategies

• Compliance with SFIG program requirements

Deliverables

• Workshop agenda and materials

• Participant feedback summary

The contractor shall provide services for a maximum of 28 hours over the two-year grant period, which equates to approximately 14 hours per year

Task Deliverable Anticipated Start

Anticipate d Completio n

Kickoff Meeting TA calendar, session outlines, coaching process

October 2026 October

Year 1 – Tier 1 Universal Support (4 virtual 60-minute technical assistance ses sions + office hours + training)

• Agendas and presentation materials

• Office hour summaries

• Participation reports

• Updated tools/templates as needed

November 2026 (ongoing)

September

Year 1 – Tier 2 Targeted Support (6–12 schools; two 2-hour targeted sessions per school)

• Agendas and presentation materials

• Office hour summaries

• Participation reports

• Updated tools/templates as needed

November 2026 (ongoing)

September

Year 2 – Tier 1 Universal Support (4 virtual 60-minute technical assistance ses sions + office hours + training)

• Agendas and presentation materials

• Office hour summaries

• Participation reports

• Updated tools/templates as needed

November 2027 (ongoing)

September

Year 2 – Tier 2 Targeted Support (6–12 schools; two 2-hour targeted sessions per school)

• Coaching summaries

• Targeted action steps Technical assistance document ation

November 2027 (ongoing)

September

Coaching Hours (Up to 2 Schools; 8 Hours Total) (4 hours per school per year)

• Coaching summaries

• Facilities action plans

• TA documentation

November 2027 (ongoing)

September

Final Summary Report and In-Person Workshop (4 hours)

• Comprehensive summary of TA, coaching, participation, trends, and recommendations January 2028 (ongoing)

January 2028 (ongoing)

September

Contract Value and Term

• The total contract value shall not exceed $30,000 over a two-year period.

IDOE anticipates this engagement to be delivered by a vendor providing targeted technical assistance and subject-matter expertise related to charter school facilities planning and compliance under the State Facilities Incentive Grant (SFIG) program.

Communication and Coordination The contractor shall maintain a structured communication cadence with IDOE to ensure alignment with program goals, timelines, and federal reporting expectations.

At minimum, communication will include:

• Monthly check-in meetings with IDOE SFIG staff conducted virtually via Microsoft Teams

• Email communication as needed to provide updates on progress, risks, or emerging needs

• Coordination regarding upcoming trainings, technical assistance activities, and deliverables

• The contractor shall:

• Provide timely updates on progress, risks, and emerging needs

• Adjust timelines as needed in coordination with IDOE

• Submit all deliverables in IDOE-specified formats

• Ensure all deliverables are subject to IDOE review and approval

• Use an IDOE-approved Secure File Transfer Protocol (SFTP) when transmitting confidential or restricted information

• Work will be conducted primarily virtually, with any in-person participation requiring prior IDOE approval.

Deliverable Quality and Acceptance Standards

• All deliverables must meet IDOE standards for quality, accessibility, and usability.

• Deliverables must:

o Be submitted in editable formats (Microsoft Word, PowerPoint, or Excel) unless otherwise specified o Meet basic accessibility standards consistent with state and federal accessibility guidance o Be written in clear, professional language suitable for educators and policymakers o Include supporting documentation such as agendas, attendance records, materials, coaching logs, and summary memoranda o Deliverables will be considered complete only after IDOE review and approval.

Data Privacy and Confidentiality The contractor may have access to non-public information related to charter schools participating in the SFIG program, which may include:

• School operational or facilities planning information

• Financial or facilities-related documentation

• Survey responses or stakeholder feedback collected as part of technical assistance activities The contractor must comply with all applicable state and federal data privacy laws, including the Family Educational Rights and Privacy Act (FERPA) if student-level data is accessed.

Any confidential information must be:

• Used solely for purposes of the SFIG program

• Stored securely

• Transmitted using IDOE-approved secure systems

• The contractor must not publicly disclose any personally identifiable information (PII) or confidential program information.

Kickoff Meeting The contractor shall organize and facilitate a project kickoff meeting with IDOE staff via Microsoft Teams (preferred) or in person if approved.

• Kickoff meeting agenda

• Technical assistance calendar and session outlines

• Documentation describing the coaching and support process

• Requirements o Draft agenda submitted at least three (3) business days in advance o Meeting minutes submitted within one (1) business day after the meeting o Travel details submitted in advance if in-person participation is requested

Ongoing Status Meetings The contractor will participate in monthly status meetings with IDOE to review project progress and coordinate upcoming activities.

Deliverables

• Meeting agenda

• Meeting minutes summarizing key updates and next steps

• Requirements o Agenda submitted one (1) business day in advance o Meeting minutes submitted within one (1) business day after each meeting

Technical Assistance Deliverables The contractor will provide technical assistance activities aligned with the SFIG program, including the following deliverables:

Solicition #0000087845 https://www.in.gov/doe/it/ferpa/

Training and Office Hours Deliverables

• Training agendas and presentation materials

• Session recordings (when applicable)

• Attendance records

• Summary of participant questions and discussion topics

Workshops Deliverables

• Workshop agenda and presentation materials

• Participant sign-in or attendance documentation

• Participant evaluation summary

• Workshop summary memorandum

Individual Coaching Deliverables

• Coaching session summaries

• Coaching logs documenting hours provided

• Action plans or follow-up guidance provided to participating schools

Tools and Resources Deliverables

• Facilities planning templates

• Facilities quality rubrics

• Budget development tools

• Compliance guidance materials

All tools developed under this contract will become the intellectual property of the Indiana Department of Education, and IDOE may disseminate them publicly to support charter schools statewide.

Staff Qualifications Section (Strengthened for SFIG Facilities TA Vendor) The contractor must demonstrate that all personnel assigned to this project possess deep, verifiable expertise in Indiana’s charter school sector, school facilities planning, and state/federal compliance, consistent with the goals of the State Charter School Facilities Incentive Grant (SFIG). At minimum, the contractor must show:

Required Education, Certifications, or Licensure Preferred: Bachelor's degree in education, public administration, finance, architecture, engineering, facilities management, or a closely related field

Required Experience Contractor staff must demonstrate:

• A minimum of 5–7 years of experience working directly with Indiana charter schools, charter networks, authorizers, or education agencies.

• Substantial expertise (5+ years) in at least one of the following core domains:

– School facilities planning and feasibility analysis

– Facilities budgeting, financing, and multi-year capital planning

– Construction/renovation project management

– Charter school operations and compliance (including SFIG-related regulatory requirements)

• Prior experience delivering technical assistance, training, or professional learning to school or district leaders, including the ability to tailor support for school-level implementation.

• Demonstrated understanding of Indiana’s charter school regulatory and compliance environment, including facility requirements, state rules, and federal guidance.

Required Knowledge and Expertise

• Expertise in facilities-related best practices relevant to charter schools (renovation, site acquisition, financing strategies, capital planning).

• Knowledge of federal SFIG program rules, allowable costs, documentation requirements, and reporting.

• Familiarity with Indiana charter authorizing requirements and operational standards.

• Ability to translate technical expertise into clear, actionable tools, templates, and processes for schools (as required in SFIG TA deliverables).

The following pages must be completed and returned with your proposal.

(rev 08/21)

STATE OF INDIANA

Request for Quotation

REQUEST FOR: State Charter School Facilities Incentive Grant Technical Assistance

REQUESTED BY: Indiana Department of Education

REQUESTOR: January Sanders, Email: DOEProcurment@doe.in.gov

YOUR RESPONSE MUST BE RECEIVED BY: August 11, 2026 @ 2:00PM ET

GENERAL INFORMATION

The information below is provided to assist you in completing this request. Please note that these instructions may not contain all applicable requirements. Careful reading of this request is imperative. Failure to follow these instructions or those printed throughout this package could lead to rejection of your quotation. It is not necessary to return this page with your response.

• Type or print legibly in black ink all requested information, including prices and extensions, as well as accurate information.

• Manually sign the Signature Page and Contract if applicable.

• Do not add any contractual or payment terms and conditions. Terms and conditions of the award will be those listed in this request package and the resulting Purchase Order only.

• If you are not eligible to claim the Recycled Preference but are offering recycled content products, please list the percentage of content for EACH LINE ITEM and provide manufacturer certification.

• If you are not willing to accept a split award (partial order), your response must include the statement, “Bidding all or none.”

• Your response must be received by the requested date and time indicated.

• If you have questions regarding this request, contact the requestor listed above.

Bidders are not required to be registered with the Procurement Division to respond to a solicitation. If your quotation is recommended for an award, you will be notified of the registration requirements. You will have five (5) days from the date of notification to complete the registration requirements, or the recommended award will be canceled. To register electronically, visit https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/bidder-profile-registration/..

Solicition #0000087845 mailto:DOEProcurment@doe.in.gov https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/ https://www.in.gov/idoa/procurement/supplier-resource-center/requirements-to-do-business-with-the-state/

Line Details No Bid:

Line: 1 Item ID: Line Qty: 1 UOM: Month Bid Qty: 1 Required: No Reserve Price: No

Description: State Charter School Facilities Incentive Grant Technical Assistance (2026-Q3-0057) Comments:

- <<RFQ>>

Question UOM Best Worst Response What is your quote/bid price?

Required: Yes Mandatory Response: No

Response Comments

Event Details (cont.)

Bidder: INTERNAL EVENT DETAILS

Submit To: Education

Contact:

Email:

IN Department of Education Procurement Dept 100 N. Senate Ave Floor 9

INDIANAPOLIS IN 46204

United States January Sanders - 00700

DOEProcurement@doe.in.gov

State of Indiana Request for Quotation Event ID Format Type Page 00700-0000087845 Buy RFx 2 Event Round Version 1 1 Event Name State Charter School Facilities Incentive Grant Te Start Time Finish Time

06/23/2026 14:00:00 EDT 08/11/2026 14:00:00 EDT

Event Currency: US Dollar Bids allowed in other currency: No

Event Description Sourcing event 007000000087845 is for obtaining bids for State Charter School Facilities Incentive Grant Technical Assistance Questions can be emailed to January Sanders, Procurement Specialist, DOEProcurement@doe.in.gov

Indiana Department of Education 100 N Senate Ave., 9th FL Indianapolis, Indiana 46204

Completed bids must be emailed to Indiana Department of Education at DOEProcurement@doe.in.gov Indiana Department of Education

Attn: State Charter School Facilities Incentive Grant Technical Assistance

A completed bid package MUST be submitted by the due August 11, 2026 @ 2:00 PM ET.

The bid package is available for download through the Bid Documents link in the Event Name column. This bid is not eligible for electronic bid through Supplier Portal.

Event Details

Bidder: INTERNAL EVENT DETAILS

Submit To: Education

Contact:

Email:

IN Department of Education Procurement Dept 100 N. Senate Ave Floor 9

INDIANAPOLIS IN 46204

United States January Sanders - 00700

DOEProcurement@doe.in.gov

State of Indiana Request for Quotation Event ID Format Type Page 00700-0000087845 Buy RFx 1 Event Round Version 1 1 Event Name State Charter School Facilities Incentive Grant Te Start Time Finish Time

06/23/2026 14:00:00 EDT 08/11/2026 14:00:00 EDT

Event Currency: US Dollar Bids allowed in other currency: No

Bidder Information Firm Name:

Name: Signature: Date:

Phone #: Fax #:

Street Address:

City & State: Zip Code:

Email:

Event Details (cont.)

Bidder: INTERNAL EVENT DETAILS

Submit To: Education

Contact:

Email:

IN Department of Education Procurement Dept 100 N. Senate Ave Floor 9

INDIANAPOLIS IN 46204

United States January Sanders - 00700

DOEProcurement@doe.in.gov

State of Indiana Request for Quotation Event ID Format Type Page 00700-0000087845 Buy RFx 3 Event Round Version 1 1 Event Name State Charter School Facilities Incentive Grant Te Start Time Finish Time

06/23/2026 14:00:00 EDT 08/11/2026 14:00:00 EDT

Event Currency: US Dollar Bids allowed in other currency: No

TERMS AND CONDITIONS

1. ACKNOWLEDGMENT: This Agreement contains the complete and final Agreement between the State and the Contractor and no other Agreement in any way modifying any of said terms and conditions will be binding upon the State or the Contractor unless made in writing and signed by the State's and the Contractor's authorized representative.

2. PRICING: Unit price must be entered and extended, and the total price of the solicitation must be shown. If there is an error between the unit price and total price, the unit price shall prevail.

Awarded Prices: Prices listed for each item are firm and cannot be changed. Any revision in price may be rejected at the discretion of the IN Dept. of Administration, and may result in cancellation of the Purchase Order without recourse on the part of the awarded Contractor.

3. TERMINATION FOR CONVENIENCE: This Agreement may be terminated, in whole or in part, by the State whenever, for any reason, the State determines that such termination is in the best interest of the State. Termination shall be affected by delivery to the Contractor of a Termination Notice at least thirty (30) days prior to termination effective date, specifying the extent to which performance of services under which such termination becomes effective. The Contractor shall be compensated for performance prior to the notice date of termination but in no case shall total payment made to Contractor exceed the original Agreement price due on Agreement. No price increase shall be allowed on individual line items if canceled only in part.

4. FUNDING CANCELLATION: When the Director of the State Budget Agency makes a written determination that funds are not appropriated or otherwise available to support continuation of performance of this Agreement, this Agreement shall be canceled. A determination by the Budget Director that funds are not appropriated or otherwise available to support continuation of performance shall be final and conclusive.

5. INSURANCE: If this Agreement provides for work to be performed by the Contractor for the State, the Contractor shall be responsible for providing all necessary unemployment and workers’ compensation, insurance for the Contractor’s employees and liability and property/casualty insurance, as required by the State.. Upon request, the Contractor shall furnish a certificate of insurance showing coverage acceptable to the State.

6. DELIVERY: Delivery must be made at time agreed upon. If any indicated or actual delays arise, the using agency must be notified immediately, in writing, with the cause for such delay stated. If any goods are not delivered within the time specified on the Purchase Order, or within a reasonable time not exceeding 30 days after receipt of a Purchase Order if no time is specified, the using agency may refuse to accept such goods, and this Agreement may be cancelled. Each package shall be numbered and labeled with the State's Purchase Order number, contents and weight, and shall contain an itemized packing slip and be properly packed for shipment.

7. QUANTITY: Goods shipped in excess of quantity designated in the Purchase Order may be returned at the Contractor’s expense.

8. COMPLIANCE WITH SPECIFICATIONS: The goods and/or services shall conform strictly to the specifications, drawings, or samples specified or furnished in connection with the bid/quote, all of which are incorporated herein. The Contractor warrants all goods and/or services delivered to be free from defects of material or workmanship. This warranty shall survive any inspection, delivery, acceptance, or payment by the State of the goods and/or services. Inspections shall be on the State's premises unless otherwise specified. The State shall have the right to reject and return at the Contractor's expense, or to require at the Contractor's expense, the correction or replacement of materials, workmanship, or services which are defective or do not conform to the requirements of the Purchase Order.

9. WARRANTY: The Contractor will furnish all parts and maintenance at no charge for a period of at least 90 days or the manufacturer’s standard warranty, whichever is longer, provided that such maintenance and parts are not required because of accident, neglect, misuse, or force majeure event. Contractor shall be responsible for removal and/or disposal of all replaced parts. Prior to the expiration of the warranty period, whenever equipment is shipped for a mechanical replacement purpose, the Contractor shall bear all cost of such shipment including, but not limited to, cost of packing, transportation, rigging drayage, and insurance. All replacements shall be covered by a new warranty.

10. INTELLECTUAL PROPERTY DEFENSE: The Contractor shall, at its own expense, defend, indemnify and hold harmless the State with respect to any claims that the goods and/or services furnished under this Agreement violates any third party intellectual property rights including, but not limited to, patents, copyrights, trademarks and trade secrets

11. PAYMENTS: All payments shall be made in arrears in conformance with State fiscal policies and procedures and, as required by IC4-13-2-14.8, by electronic funds transfer to the financial institution designated by the Contractor in writing unless a specific waiver has been obtained from the Auditor of State. No payments will be made in advance of receipt of the goods or services that are the subject of this Agreement except as permitted by IC 4-13-2-20.

12. COMPLIANCE WITH LAWS: The Contractor agrees to comply with all applicable federal, state, and local laws, rules, regulations, or ordinances, and all provisions required thereby to be included herein are hereby incorporated by reference. The enactment of any state or federal statute or the promulgation of regulations thereunder after execution of this Agreement shall be reviewed by the State and the Contractor to determine whether the provisions of this Agreement require formal modification.

13. COMPLIANCE WITH TELEPHONE SOLICITATIONS ACT: As required by IC 5-22-3-7, the Contractor and any principals for the Contractor certify that (A) the Contractor, except for de minimis and nonsystematic violations, has not violated the terms of (i) IC 24-4.7 [Telephone Solicitation of Consumers], (ii) IC 24-5-12 [Telephone Solicitations], or (iii) IC 24-5-14 [Regulation of Automatic Dialing Machines] in the previous three hundred sixty-five (365) days, even if IC 24-4.7 is preempted by federal law; and (B) the Contractor will not violate the terms of IC 24-4.7 for the duration of the Agreement, even if IC 24-4.7 is preempted by federal law. The Contractor and any principals of the Contractor certify that an affiliate or principal of the Contractor and any agent acting on behalf of the Contractor or on behalf of an affiliate or principal of the Contractor: (A) except for de minimis and nonsystematic violations, has not violated the terms of IC 24-4.7 in the previous three hundred sixty-five (365) days, even if IC 24-4.7 is preempted by federal law; and (B) will not violate the terms of IC 24-4.7 for the duration of the Agreement, even if IC 24-4.7 is preempted by federal law.

14. NONDISCRIMINATION: Pursuant to IC 22-9-1-10 and Civil Rights Act of 1964, the Contractor and its Agents, if any, shall not discriminate against any employee or applicant for employment, to be employed in the performance of this Agreement, with respect to hire, tenure, terms, conditions or privileges of employment or any matter directly or indirectly related to employment, because of race, religion, sex, disability, national origin, ancestry or status as a veteran. The Contractor, and its subcontractor(s), if any, shall comply with all applicable affirmative action reporting requirements.

Breach of this covenant may be regarded as a material breach of this Agreement. The Contractor shall comply with Section 202 of Executive Order 11246, as amended, 41 CFR 60-250, and 41 CFR 60-741, as amended.

15. DRUG-FREE WORKPLACE CERTIFICATION: As required by Executive Order No. 90-5, the Contractor hereby covenants and agrees to make a good faith effort to provide and maintain a drug-free workplace. The Contractor will give written notice to the State within ten (10) days after receiving actual notice that the Contractor or an employee of the Contractor in Indiana has been convicted of a criminal drug violation occurring in the Contractor’s workplace.

16. TAXES: Prices listed on an invoice submitted by the Contractor for payment is not to include any tax for which the State is exempt. The State will furnish a tax exempt certificate, if requested by the Contractor. The State will not be responsible for any taxes levied on the Contractor as a result of this Agreement.

17. FORCE MAJEURE: In the event that either party is unable to perform any of its obligations under this Agreement, or to enjoy any of its benefits, because of natural disaster or decrees of governmental bodies not the fault of the affected party (“Force Majeure Event”), the party who has been so affected shall immediately give notice to the other party and shall do everything possible to resume performance. Upon receipt of such notice, all obligations under this Agreement shall be immediately suspended. If the period of nonperformance exceeds thirty (30) days from the receipt of notice of the Force Majeure Event, the party whose ability to perform has not been so affected may, by giving written notice, terminate this Agreement.

18. GOVERNING LAWS: This Agreement shall be construed in accordance with and governed by the laws of the State of Indiana and suit, if any, must be brought in the State of Indiana.

19. INFORMATION TECHNOLOGY ENTERPRISE ARCHITECTURE REQUIREMENTS: If Contractor provides any information technology related products or services to the State, Contractor shall comply with all Indiana Office of Technology (IOT) standards, policies, and guidelines, which are online at http://iot.in.gov/architecture/. Contractor specifically agrees that all hardware, software, and services provided to or purchased by the State shall be compatible with the principles and goals contained in the electronic and information technology accessibility standards adopted under Section 508 of the Federal Rehabilitation Act of 1973 (29 U.S.C. 794d) and IC 4-13.1-3. Any deviation from these architecture requirements must be approved in writing by IOT in advance. The State may terminate this Agreement for default if Contractor fails to cure a breach of this provision within a commercially reasonable time.

Solicition #0000087845 http://iot.in.gov/architecture/

CLAIMING PURCHASING PREFERENCES

Each bidder should review the various procurement preferences allowed by State statute. A summary of the preferences can be found under Programs and Preferences located at: https://www.in.gov/idoa/procurement/supplier-resource-center/programs-and-preferences/

Each bidder must answer the following questions pertaining to purchasing preferences. No preference will be applied unless these questions have been answered and any required attachments included.

1. Are you claiming the U.S. Manufactured Product Preference (IC 5-22-15-21)?

This is per individual line and should be noted below Yes _____ No _____

If claiming the U.S. Manufactured preference, Respondents must clearly specify the items qualified for the preference, at the individual line level, on the lines provided below. A product is manufactured in the United States, if the cost of its components mined, produced, or manufactured in the United States exceeds 50% of the cost of all its components. (In determining if a product is manufactured in the United States, only the product and its components shall be considered.) This preference can only be applied to the items the State is actually purchasing.

Additionally, Respondents must include a letter on company (manufacturer) letterhead confirming the cost of the product or its components exceed 50% of the cost of all components.

If claiming this preference, the bidder is certifying under penalties of perjury that each of the bidder’s end products claimed is a U.S. Manufactured Product as described in IC 5-22-15-21. Failure to indicate individual line items claimed under this preference or failing to include a letter may affect the evaluation of the bid.

Please list what line items this preference will apply to:

2. Are you claiming the Preference for Steel Products (IC 5-22-15-25) Yes ___ No ___

3. Are you claiming the Preference to Coal Mined in Indiana (IC 5-22-15-22) Yes ___ No ___

4. Are you claiming the Indiana Business Preference also called Buy Indiana (IC 5-22-15-20.5)? Yes ___ No ___ Indicate under which provision for which you are claiming to qualify as an Indiana business, fully complete the Indiana Economic Impact Form (State Form # 51778), and include it with your bid/proposal. Vendors who wish to claim one of the Buy Indiana preferences below, can include the email confirmation of their status provided by buyindianainvest@idoa.in.gov. Or you MUST be certified on the State’s website (https://www.in.gov/idoa/procurement/supplier-resource-center/programs-and-preferences/buy-indiana/)

_____ (1) A business whose principal place of business is located in Indiana.

_____ (2) A business that pays a majority of its payroll (in dollar volume) to residents of Indiana.

_____ (3) A business that employs Indiana residents as a majority of its employees.

_____ (4) A business that makes significant capital investments in Indiana.

Any company that can demonstrate a minimum capital investment of $5 million or more in plant and/or equipment or annual lease payments of $2.5 million or more shall qualifies as an Indiana business under category #4.

_____ (5) A business that has a substantial positive economic impact on Indiana.

Any company that is in the top 500 companies (adjusted) for one of the following categories: number of employees (DWD), unemployment taxes (DWD), payroll withholding taxes (DOR), or Corporate Income Taxes (DOR); qualifies as an Indiana business under category #5.

5. Are you claiming the Indiana Manufactured Preference (IC 5-22-15-20.5) Yes ___ No ___ This preference may only be claimed by respondents who claim the Indiana Business Preference.

Submit necessary documentation detailing a substantial amount of manufacturing, assembly, or production of the products proposed is in the State of Indiana.

6. Are you claiming the preference for supplies that contain recycled or post-consumer materials (IC 5-22-15-16) Yes ___ No ___

The preference does not apply when the purchase description is limited to a supply that contains recycled materials or post-consumer materials

If yes, a manufacturer’s certification must be submitted for each item or group of items for which the offeror is seeking a preference or the preference may not be considered.

Solicition #0000087845 https://www.in.gov/idoa/procurement/supplier-resource-center/programs-and-preferences/ mailto:buyindianainvest@idoa.in.gov https://www.in.gov/idoa/procurement/supplier-resource-center/programs-and-preferences/buy-indiana/) https://www.in.gov/idoa/procurement/supplier-resource-center/programs-and-preferences/buy-indiana/)

CLAIMING PURCHASING PREFERENCES

7. Are you claiming the preference for soybean oil based ink (IC 5-22-15-18) Yes ___ No ___

8. Are you claiming the preference for soy diesel/bio diesel (IC 5-22-15-19) Yes ___ No ___

9. Are you claiming the Indiana Small Business Preference (IC 5-22-15-23) Yes ___ No ___

To be eligible to claim the…