Private ExaminersBid Documents

The contract involves the Indiana State Board of Accounts (SBOA) seeking qualified firms of certified public accountants to serve as private examiners for conducting agreed-upon financial statement attestation engagements on various government units within Indiana. The scope of work requires compliance with federal and state auditing standards, including GAAS, GAGAS, and the Uniform Guidance, with responsibilities encompassing issuing engagement and management letters, submitting draft reports for review, maintaining workpapers, and ensuring data security per Indiana Office of Technology standards. Compensation is structured based on the scope and type of engagement, with a contract value estimated between $500,000 and $2,000,000. The procurement process emphasizes adherence to security protocols, including signing NDAs, and mandates compliance with data residency and security frameworks, particularly for cloud-based solutions. The solicitation process is detailed, requiring respondents to submit comprehensive proposals that include technical, business, and cost components, along with certifications for MWBE and veteran-owned small businesses, and economic impact assessments. Vendors must also complete various forms such as resource planning worksheets, subcontractor commitment forms, and attestations to confirm compliance with contractual, security, and diversity requirements. The contract emphasizes the importance of data security, mandating strict controls over data ownership, encryption, and incident response, especially for cloud and SaaS solutions, with specific terms outlined in multiple attachments. Additional documentation includes evaluation procedures, reference checks, and detailed instructions for proposal preparation, ensuring a transparent, compliant, and secure procurement process aligned with Indiana’s legal and security standards.