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

This is a Pre-Proposal Network Form submitted by Axon Advisors LLC for RFP 26-87266, issued by the Indiana Family and Social Services Administration's Disability Determination Bureau (DDB) under the Indiana Department of Administration (IDOA). The procurement seeks fully trained and licensed Speech and Language Pathologists to provide consultation services for Social Security Disability Insurance and Supplemental Security Income claims through digital and paper claim reviews. Work will be performed at the DDB office located at 2525 N. Shadeland Avenue, Indianapolis, Indiana, or at an SSA-approved remote location using state-provided equipment and secured VPN access during standard business hours of Monday through Friday, 7:00 a.m. to 5:30 p.m. A mandatory pre-proposal conference was held on July 30, 2026, with written questions due August 5, 2026 by 3:00 p.m. Eastern Time and proposals due August 26, 2026 at 3:00 p.m. Eastern Time. Evaluation activities including proposal discussions and best and final offers are targeted for September 1-7, 2026, with award recommendation expected September 22, 2026. The contract term is four years from execution with two optional one-year renewals available for a potential six-year total engagement.

Respondents must hold unrestricted, non-probationary Indiana speech and language licenses and must complete all assigned cases within forty-eight hours of receipt while maintaining a 95% accuracy rate as measured by Social Security Administration Disability Quality Branch reviews. Pricing must remain firm for 180 days from award, with no minimum caseload guaranteed as case availability varies based on applicant demand. Training for evaluators without prior SSDI/SSI experience is estimated at up to six months initially with full completion expected within approximately three years, compensated at two completed cases per training hour. Evaluation criteria are weighted at 50 points for management assessment and quality, 30 points for cost (normalized with lowest cost receiving 30 points), 5 points for Buy Indiana Initiative certification, and 5 points for IVOSB commitment. A mandatory 3% Indiana Veteran Owned Small Business subcontracting goal applies with potential for 5 evaluation points plus 1 bonus point. Respondents must submit the Indiana Economic Impact Form and, if applicable, an IVOSB Participation Plan. The state provides office space, computer equipment, and access to Social Security Administration documentation; the contractor assumes all travel expenses and supplies beyond state-provided equipment.