SECC Campaign Fiscal Agent & Campaign adminBid Documents

The Indiana Department of Administration is requesting proposals for a Fiscal Agent and Campaign Administrator for the State Employees' Community Campaign (SECC) under RFP 26-87234, with proposals due July 14, 2026, and a pre-proposal conference on June 24, 2026. The procurement carries diversity subcontracting goals of 8% Minority Business Enterprise, 11% Women Business Enterprise, and 3% Indiana Veteran Owned Small Business participation.

The scope encompasses fiscal administration and technical platform management for Indiana's workplace giving program, which engages approximately 25% of the state's 30,000+ employees and distributes over $1.5 million annually to more than 1,500 eligible nonprofits. Required services include secure processing and quarterly distribution of payroll-deduction contributions, management of an online giving portal supporting multiple donation methods, customer support for donors and agency coordinators, charity eligibility verification, data security, and accurate reporting. Vendors must budget for discretionary ancillary expenses including third-party technology tools (silent auction platforms, interactive engagement applications) and donor recognition items for Champion and Torchbearer-level donors. The incumbent contractor is America's Charities; if a new vendor is selected, a structured transition must be completed by April 15 of the first contract year, including migration of all existing pledge data, employee profiles, agency structures, and reporting hierarchies.

The initial contract term is one year with four optional one-year renewals for a potential five-year engagement. Pricing must be submitted as a percentage of annual collections (estimated at $1.5 million) with all additional annual and one-time costs clearly identified and remaining firm for a minimum of 180 days from award. Evaluation uses a three-step approach: Step 1 screens for mandatory requirements (pass/fail); Step 2 ranks proposals on Management Assessment/Quality (55 points) and Price (25 points) to establish a short list; Step 3 evaluates short-listed proposals against all criteria including Buy Indiana preference (5 points) and diversity commitments (up to 18 points total with bonus opportunities), totaling 103 maximum points. Written questions are due June 25, 2026, at 3:00 PM Eastern Time, with responses posted by July 6, 2026. Award recommendation is targeted for August/September 2026.