RFP 27-88033 IDEA Part B Fiscal Monitoring TABid Documents

The Indiana Department of Education's Office of Special Education is requesting proposals for IDEA Part B fiscal monitoring technical assistance services under RFP 27-88033, with proposals due October 28, 2026, and a pre-proposal conference on September 30, 2026. An Indiana Veteran Owned Small Business (IVOSB) subcontracting goal of 3% applies. Respondents demonstrating IVOSB or Buy Indiana certification receive 5 points each in evaluation.

The scope requires expert support in fiscal monitoring of IDEA Part B programs for 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. 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. A dedicated Project Manager is required as primary point of contact. All deliverables undergo minimum two-round quality reviews and require written IDOE approval before invoice submission. The contractor must comply with Indiana's Information Security Framework, WCAG 2.1 AA accessibility standards, MuleSoft API Management, and GoAnywhere Managed File Transfer for secure data transmission. Bi-weekly virtual status meetings using Microsoft Teams are required.

The contract term is three years (January 2027 through December 2027) with one optional one-year renewal for a maximum four-year duration. Pricing must remain firm for 180 days from award. Evaluation allocates 50 points for management and quality, 30 points for cost (with lowest proposal receiving 30 points and others scored proportionally), and 5 points each for Buy Indiana and IVOSB subcontracting commitments. Contracts valued at $500,000 or more include a Liquidated Damages provision. Written questions are due October 7, 2026; responses post October 14. Award recommendation is anticipated by December 1, 2026. 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.