Att H - Reference Check Form-v2.docx
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- Solicitation number
- 26-87234
- Issued by
- Marion County, Indiana
About this file
This is a Reference Check Form issued by the Indiana Department of Administration for RFP 26-87234, which seeks a Fiscal Agent and Campaign Administrator for the State Employees' Community Campaign (SECC). The form is to be completed by references provided by vendors responding to this solicitation and must be submitted to idoareferences@idoa.in.gov by July 28, 2026, at 3:00 PM Eastern Time. The reference check form requests detailed information about the vendor's performance history, including the duration of the working relationship, stakeholder communication capabilities, quality of services, staff capabilities, cost and schedule management, and overall vendor performance ratings. References are asked to evaluate vendors on multiple dimensions using a four-point scale (poor, satisfactory, above average, or superior) and provide supporting commentary for each assessment.
The form is designed to assess vendor capabilities across critical operational areas relevant to managing Indiana's workplace giving program, which annually processes over $1.5 million in payroll-deduction contributions distributed to more than 1,500 eligible nonprofits. Reference evaluations will inform the State's three-step evaluation process used to rank proposals based on management assessment/quality and price considerations. The form explicitly requests information regarding any financial audit issues, corrective action requests, and performance concerns, allowing references to decline participation if preferred. Respondents should direct questions to Angie Alexander, Procurement Consultant, at angalexander@idoa.in.gov, and email submissions must include "RFP 26-87234 Reference - [Vendor Name]" in the subject line.
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Text version
Attachment HState of Indiana Contact:
Angie Alexander, Procurement Consultant angalexander@idoa.in.gov Indiana Department of Administration
Reference Check Form
RFP#: 26-87
RFP#: 26-87234 SECC Campaign Fiscal Agent & Campaign Administrator Reference Check Form Due Date:
July 14, 2026@ 3:00pm Eastern Time July 28, 2026 by 3:00pm Eastern Time
INSTRUCTIONS: You have been asked by the vendor listed below to provide a reference as they are responding to the current solicitation with the state of Indiana. This is a standard form created by the State of Indiana and your input is very much appreciated. During this competitive process, a representative from the State of Indiana, may contact you directly for more detail. If you have any questions, please contact the State of Indiana contact listed in the box in the top left side of the form.
Please provide the information requested below and submit this reference check form to:
idoareferences@idoa.in.gov:
The subject line of the email submissions must clearly state the following:
RFP 26-87234 Reference – [Insert Vendor’s name]
VENDOR NAME
REFERENCE CONTACT INFORMATION
Reference Company Name
Contact Name
Contact Title
Company Mailing Address
Company City, State, Zip
Company Website Address
Contact Telephone Number
Contact Fax Number
Contact Email
Industry of Company
QUESTIONS: Please provide a response to each of the questions listed below regarding the vendor listed above.
1. If you decline to provide a reference, please indicate that below and provide any comments you would be willing to share regarding the reason.
2. How long did you/have you and/or members of your team worked with the vendor? Please provide the specific dates of service.
3. With what type of internal and external stakeholders did the vendor have to communicate with?
4. Has the vendor been cited for any financial audit issues? If you are able to, please describe the issue briefly, and any corrective actions required. Did the vendor ultimately address the issue(s) in a satisfactory manner?
5. Has the vendor been subject to any requests for corrective action to cure performance issues? If you are able to, please describe the issue briefly, and any corrective actions required. Did the vendor ultimately address the issue(s) in a satisfactory manner?
6. Would you rate your experience with the quality of services/work provided by vendor as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
7. Would you rate the vendor's knowledge of your business as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
8. Would you rate the overall quality of the vendor’s staff as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
9. Would you describe the quality of the vendor’s engagement and communication with stakeholders (internal and external) throughout the project as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
10. Would you rate the vendor’s ability to provide appropriate staff and resources for the project, as needed, at all times as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
11. Would you rate the vendor's performance regarding cost and/or schedule overruns on the project as poor, satisfactory, above average or superior? Please elaborate on why you are giving the vendor this rating.
12. Are there any other topics you believe Indiana should consider during its reference evaluation or comments you would like to share?
13. Would your overall rating of the vendor be poor, satisfactory, above average or superior?
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