Att F - Technical Proposal - rtp.docx
DOCX document 38 KB Posted
- Solicitation number
- 26-87234
- Issued by
- Marion County, Indiana
About this file
This is a Technical Proposal template document for the Research Triangle Park (RTP) jurisdiction. The document provides a standardized format for vendors to submit technical proposals in response to solicitations. The template outlines the structure and requirements vendors must follow when developing their proposals, including sections for executive summary, understanding of scope, methodology, staffing and qualifications, project management approach, and past performance. The document establishes that proposals must demonstrate the vendor's capability to meet the stated requirements, with particular emphasis on relevant experience, team qualifications, and proposed implementation strategies. While the template does not specify particular contract terms, quantities, response dates, or site visit requirements, it indicates that these details would be provided in the underlying solicitation documents that accompany this template.
The technical proposal template does not include pricing information, set-asides, incumbent vendor details, or specific funding amounts and sources. Rather, it serves as a procedural document establishing the format and content expectations for vendor responses to RTP procurements. The template is designed to ensure consistency and comparability across submitted proposals by requiring vendors to address standardized evaluation criteria. Actual contract-specific details including budget, award timeline, contract term, and renewal options would be contained within the individual solicitation documents rather than in this generic proposal template.
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Text version
RFP 26-87234 SECC Campaign Fiscal Agent & Campaign Administator
TECHNICAL PROPOSAL
ATTACHMENT F
Instructions: Please supply all requested information in the areas shaded yellow and indicate any attachments that have been included to support your responses.
General Requirements and Definitions
1. Please list any additional terms and definitions used by your company or industry that you would like the State to consider incorporating in the contract. The State will not accept terms and definitions introduced after award during contract finalization and implementation.
2. Please confirm you have carefully reviewed all requirements listed in RFP Section 1.4. Should your company have any exceptions, substitutions, or conditions for the State’s consideration, please list them below. The State will not accept exceptions, substitutions, or conditions introduced after award, during contract finalization and implementation.
Requirements and Qualifications
3. Describe your understanding of the State Employees’ Community Campaign (SECC) and of the Fiscal & Technical Administrator role, including responsibilities related to:
a. Online giving portal management
b. Payroll deduction integration
c. Data migration & rollover pledge support
d. Quarterly nonprofit disbursements
e. Donor & coordinator support
f. Charity eligibility verification
g. State reporting requirements
4. Describe your company’s experience in administering public sector employee giving campaigns such as SECC, your role, your work with setting up payroll deductions and the number of employees involved. Include your approach to:
a. Collecting & reconciling contributions
b. Managing payroll deduction data
c. Routing and distributing funds to 1,500+ nonprofits
d. Handling undesignated funds
e. Preventing errors in fiscal processing
f. Managing quarterly disbursements
5. What security measures will be taken to vet and review nonprofits to ensure that they are legitimate and have active nonprofit status?
6. Provide an overview of the giving platform you propose, including:
a. Hosting environment
b. Uptime expectations
c. Donor account login processes (PeopleSoft or equivalent)
d. Coordinator and administrator reporting tools
e. Charity search/designation tools
f. Support for special event pages
g. Accessibility and ADA compliance
7. Data Migration & Rollover Pledges (If you are not the current SECC administrator), describe your approach to:
a. Migrating donor profiles, pledge history, designation data, and agency/coordinator structures
b. Preserving rollover pledge functionality
c. Validation & reconciliation testing
d. Working with the outgoing vendor
8. Describe measures to prevent or address:
a. Data loss or corruption
b. Failed integrations
c. Delayed disbursements
d. Inaccurate donor records
e. System outages during the campaign
9. Who will serve as the project manager and point of contact? Include their qualifications. Indicate availability during peak periods (pre‑campaign, campaign, quarterly disbursement periods).
10. How many personnel will be assigned and what are their roles and qualifications? Other than the required supervisor and project manager, please detail staffing levels throughout the year, including:
a. Off-season support
b. Peak-season staffing
c. Help desk staffing model
d. Any subcontractors involved in platform, security, or fiscal processing
Project Timeline
11. Provide a proposed timeline for the project, including key milestones, covering:
a. First-year transition (if applicable)
b. Annual platform setup (April deadlines)
c. Coordinator training support (June deadlines)
d. Campaign-period operations (Sept–Nov)
e. Fiscal disbursements (quarterly)
f. Post-campaign reporting (December deadline)
Security and Confidentiality
12. What security measures will be taken to ensure that no fraud occurs and no bad actors are able to impersonate employees using public information to create payroll fraudulent deductions. Describe technical, administrative, and physical security measures used to protect SECC data, addressing:
a. Data encryption
b. Incident response
c. Access controls
d. Audit logs
e. Backup and restore
f. Vendor & subcontractor access
Documenting and Reporting
13. Describe your reporting capabilities, report pulling processes, dashboards, interfaces, and access to these reports to:
a. Donors
b. SECC Coordinators
c. SECC Administrators (INSPD Team)
d. Statewide/public reporting (integration w/websites)
e. Nonprofit disbursement/distribution reporting.
f. Annual final, audited reports.
Documentation Methods
14. Explain your process for creating, updating, maintaining, and providing:
a. System configuration documentation
b. Financial reconciliation documentation
c. Platform release notes
d. User guides & coordinator material
Donation Portal Functionality
15. Describe features supporting:
a. Payroll deduction
b. Credit/debit/e‑check giving
c. Rollover pledges
d. Donor receipt generation
e. Charity eligibility display & write‑in workflows
16. Explain system capabilities for:
a. Special event pages
b. One-time donations
c. Third-party tool integrations (auction sites, trivia tools, etc.)
17. Technical Architecture: Describe your:
a. Hosting infrastructure
b. Disaster recovery setup
c. Software stack
d. Integration options (APIs, secure file transfer, plug-ins)
18. Transition-In Plan: Describe your approach to onboarding as the SECC administrator, including timelines, coordination with the current vendor, and readiness milestones.
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