Att I - Pre-proposal Network Form - Axon Advisors - IVOSB.docx

This is a Pre-Proposal Network Opportunities Form submission for RFP 27-88033, submitted by Axon Advisors, LLC to the Indiana Department of Education's Office of Special Education. The RFP seeks proposals for IDEA Part B fiscal monitoring technical assistance services to support up to 13 Tier 3 Local Education Agencies (LEAs) requiring intensive oversight. Deliverables include comprehensive fiscal monitoring reports documenting findings and corrective action plans; LEA training materials covering fiscal policies, cost principles, procurement procedures, time and effort policies, inventory management, cash management, conflict of interest, and allowability of costs; and monthly status reports. A pre-proposal conference is scheduled for September 30, 2026, with written questions due October 7, 2026, and responses posted by October 14, 2026. Proposals are due October 28, 2026. The contract term is three years (January 2027 through December 2029) with one optional one-year renewal for a maximum four-year duration. Award recommendation is anticipated by December 1, 2026.

The RFP includes an Indiana Veteran Owned Small Business (IVOSB) subcontracting goal of 3%, with respondents demonstrating IVOSB or Buy Indiana certification each receiving 5 points in evaluation. Evaluation criteria allocate 50 points for management and quality, 30 points for cost (with the lowest proposal receiving 30 points and others scored proportionally), and 5 points each for Buy Indiana and IVOSB commitments. Pricing must remain firm for 180 days from award. Contracts valued at $500,000 or more include a Liquidated Damages provision. The contractor must demonstrate extensive expertise in IDEA Part B fiscal monitoring, USDOE requirements (34 CFR Parts 75, 76, 77, 300, and 2 CFR Parts 200, 180), and GASB requirements with preferred CPA licensure. Respondents must submit completed Attachments C through F, J, and Infrastructure Overview documentation and demonstrate financial stability through Dunn & Bradstreet reports or audited financial statements. Axon Advisors is listed as an IVOSB company located at 875 North Michigan Avenue, Suite 3100, Chicago, IL 60611-1962, with Matthew Harvey, Strategic Account Manager, serving as the primary contact.