CMS- Cost ReportBid Documents

The Indiana Veterans' Home (IVH), a state-operated facility under the State of Indiana Department of Administration, is issuing a Request for Quotation (RFQ Solicitation No. 005700000087476, Revision 01/25) for Annual Cost Report Services covering State Fiscal Years 2026 through 2029. The procurement requires qualified suppliers to prepare and timely file multiple cost reports, including Financial Reports for State Operated Facilities (Annual Cost Report and Budget Cost Report), Skilled Nursing Facility Health Care Complex Cost Report (CMS Form 2540-24), and related budget cost reports for fiscal years 2027 through 2030. The supplier will be responsible for cost report preparation and submission only, with each fiscal year treated as an independent engagement; the supplier must provide IVH with a planning guide for data compilation and collaborate with the Indiana Family and Social Services Administration's contractor to respond to information requests, though such additional services will be billed separately. Key objectives include timely preparation and filing of cost reports based on information provided by IVH, with the supplier responsible for informing IVH of any irregularities, fraud, or illegal acts discovered during the engagement; the supplier is not responsible for auditing or verifying data accuracy but must maintain strict confidentiality of IVH information in accordance with applicable law and professional standards. The RFQ was posted on April 14, 2026, and completed bid packages must be submitted by May 15, 2026 at 2:00 PM EDT via email to Rhonda Jaggers at RJaggers@ivh.in.gov or by fax to 765-497-8001; bids are not eligible for electronic submission through the Supplier Portal, and responses exceeding $75,000 require manual signatures and must be mailed rather than faxed. Bidders must submit pricing quotes for eight separate line items organized by fiscal year (FY26, FY27, FY28, and FY29), with all pricing responses weighted at 100% and required in U.S. Dollars only on an F.O.B. destination basis with firm unit prices that cannot be adjusted post-award.

The State of Indiana has established minority and women business enterprise participation goals of 8% for minority participation and 11% for women participation, with Indiana Veteran Owned Small Business Enterprises having a 3% participation goal; bidders may also qualify for various state purchasing preferences including U.S. Manufactured Product Preference, Indiana Business Preference, Indiana Manufactured Preference, recycled content products, and Small Business Preference, each requiring specific documentation and certifications. All responses must include certifications regarding drug-free workplace compliance, nondiscrimination, telephone solicitation compliance, employment eligibility verification through E-Verify, and ethics obligations; bidders must also register with the Indiana Secretary of State if required by law and certify compliance with all state tax and payment obligations. The procurement documents do not identify any incumbent vendors, current contractors, or existing infrastructure requiring integration with proposed solutions. The contract will be governed by the terms and conditions in the RFQ package and the resulting Purchase Order, with the State retaining the right to terminate the agreement for convenience with 30 days' notice and pricing considered firm upon award with no post-award modifications permitted. No specific budget range or award value is disclosed in the solicitation documents, and no award date has been specified; the contract term will span the four-year engagement period from State FY 2026 through 2029 with potential renewal under the same terms and conditions subject to approval by the Commissioner of the Department of Administration and the State Budget Director.