Indiana Secretary of State – Business and Contract Opportunities

Notice of Request for Information and Proposals

Proposal ID: SOS-26-001

Call Center Services

Posted: 5/27/2025

Updated:

For detailed information contact Anthony Willis: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Call Center Services

The purpose of this solicitation is to select an experienced vendor to provide customer service and technical support call center operations for the Auto Dealer Services Division (ADSD) and Business Services Division (BSD).

The divisions have issued a Request for Proposal (RFP) to invite qualified vendors to provide proposals for ongoing support and optimization for its customer service through call center operations. The RFP aims to identify a partner capable of supplying staff and systems that integrate with current division staff and systems to provide seamless customer resolution experiences. Vendor prerequisites:

1. Minimum 5 years of experience supporting government constituents' agencies or divisions.
2. Ability to provide services from 8am to 4:30pm (ET) weekdays 52 weeks per year except state holidays.
3. Technical infrastructure and capacity to service 6500 to 11,000 calls per month.
4. System and personnel capacity to manage up to 2000 knowledge articles with training and automated selection dissemination to agents.
5. Ability to record all calls and securely store them with PI level protection for up to 6 months. Can sort by KA and deliver to ADSD / BSD personnel for quality review.
6. Conduct regular internal OA audits.
7. Capacity through a case management system to escalate level 2 & 3 inquiries to ADSD / BSD staff and be trained to determine what those escalations should be.
8. Provide real time daily reports of SLA actuals verses KPI targets around standard call center metrics.
9. Per minute utilization rates desired with any additional costs clearly indicated by when they would occur with the life of an engagement.
10. Technology and partners compliant with integrations per State of Indiana IOT requirements.

This solicitation seeks a vendor with demonstrated expertise in system support, optimization, and compliance to partner in maintaining the integrity and performance of essential technological systems. The ideal vendor will align closely with the organization’s strategic goals and deliver high-quality support and innovative solutions to enhance system efficiency and security.

For detailed information contact Anthony Willis: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-002

Critical Enterprise Application Maintenance and Support - BSD/ADSD

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Critical Enterprise Application Maintenance and Support - BSD/ADSD

The purpose of this solicitation is to select an experienced vendor to provide comprehensive IT application maintenance and support services for the Business Services Division and Auto Dealer Services suite of customer service and business operations applications.

The organization has issued a Request for Proposal (RFP) to invite proposals from qualified vendors to provide ongoing support and optimization for its enterprise licensing and enforcement systems. The RFP aims to identify a partner capable of managing proprietary systems that support key divisions within the organization. These systems utilize both AWS cloud-based environments, necessitating vendors with a deep understanding of existing system architectures and configurations and exposure to proprietary software systems.

The scope of work includes supporting environments hosted on AWS, incorporating DevOps practices, and adhering to established State of Indiana and SOS IT policies and procedures. Vendor will provide both on-site and remote technical support, ensuring immediate start capabilities and compliance with security requirements. Additionally, vendors should be prepared to offer on-call support for critical incidents outside of standard business hours.

Key deliverables include development of analysis reports, operational support frameworks, and comprehensive testing plans. Service level agreement (SLA) detailing the expected response and resolution times for various levels of incidents are outlined in table below. The term for these services is set for a one-year period, with the option for renewal based on satisfactory performance and budget considerations.

Service Level Agreement (SLA)

Support coverage: 8 AM - 5 PM EST with after-hours on-call escalation for P1/P2 issues.

This solicitation seeks vendor with demonstrated expertise in system support, optimization, and compliance to partner in maintaining the integrity and performance of essential technological systems. The ideal vendor will align closely with the organization’s strategic goals and deliver high-quality support and innovative solutions to enhance system efficiency and security.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-003

Critical Enterprise Application Maintenance and Support - Securities

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Critical Enterprise Application Maintenance and Support - Securities

The purpose of this solicitation is to select an experienced vendor to provide comprehensive IT application maintenance and support services for the Securities Division suite of customer service and business operations applications.

The Indiana Secretary of State's Office (SOS) is seeking proposals from qualified vendors to provide professional support services for the Microsoft Dynamics 365 environment that supports the Securities Division. This initiative ensures secure, efficient, and reliable operations of critical business processes that underpin regulatory and enforcement functions.

This solicitation invites vendors with deep technical proficiency and demonstrable experience in Microsoft Dynamics 365, Power Platform, Azure, and cloud-native services to submit proposals for support, maintenance, and optimization of the SOS Securities system.

Project Objectives

Ensure operational stability and high availability of the Microsoft Dynamics 365 platform.

Proactively support system health and incident resolution.

Improve scalability, security, and performance of the application.

Enable ongoing modernization of the SOS Securities system architecture.

Collaborate closely with SOS stakeholders in a secure and legally compliant environment.

The scope includes full-service support for Microsoft Dynamics 365 and integrated technologies across four environments: Development, QA, UAT, and Production. Tasks include:

Initial system and documentation assessment

Security hardening and risk mitigation

Incident management and triage

Change and release management

End-to-end testing including UAT and production sanity checks

Performance tuning and issue resolution across the technology stack

Deliverables

Current State Analysis: Infrastructure review, identification of technical debt and system inefficiencies.

Support Model Design: Incident management framework, role definitions, escalation procedures.

Testing & Validation Plan: Validation of all fixes and enhancements with rollback contingencies.

Post-deployment Sanity Testing: Verification of live system functionality after changes.

Service Level Requirements

Key deliverables include development of analysis reports, operational support frameworks, and comprehensive testing plans. Service level agreement (SLA) detailing the expected response and resolution times for various levels of incidents are outlined in table below. The term for these services is set for a one-year period, with the option for renewal based on satisfactory performance and budget considerations.

Service Level Agreement (SLA)

Support coverage: 8 AM - 5 PM EST with after-hours on-call escalation for P1/P2 issues.

To be considered responsive, vendors must demonstrate:

• Proven experience with Microsoft Dynamics 365 customization and support, including Power Apps and Azure integration.
• Full stack development expertise, including C#, .NET, JavaScript, and front-end frameworks.
• Experience with investigative or regulated systems, with consultants eligible for background clearance.
• Agile project delivery, DevOps practices, and ADO pipeline management.
• On-site presence (minimum one resource in Indianapolis) with US-based support staff.
• Familiarity with legal and security compliance frameworks relevant to criminal or financial data systems.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-004-A

Critical Enterprise Application Development and Modernization – ADSD  

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Critical Enterprise Application Development and Modernization – ADSD  

The purpose of this solicitation is to select an experienced vendor to provide comprehensive IT application development and modernization services for the Business Services Division and Auto Dealer Services suite of customer service and business operations applications. This solicitation requires unique qualifications.

The Indiana Secretary of State (SOS) invites qualified vendors to submit proposals for the complete modernization of its Auto Dealer Services Division (ADSD) systems. This project will transform a legacy, proprietary licensing and enforcement system into a secure, scalable, and cloud-native architecture designed to enhance user experience, streamline workflows, enable automation, and support advanced data insights.

The selected vendor must demonstrate deep technical expertise and proprietary system understanding, including direct access to existing code bases and experience delivering mission-critical solutions in government licensing and case management domains. The solution must meet strict requirements for data security, cloud-native operations, accessibility, and system integration.

Auto Dealer Services Division (ADSD) Project Highlights:

Scope: Modernization of licensing, renewals, regulatory compliance, consumer search tools, and backend infrastructure

Architecture: Microservices-based backend (Spring Boot), Angular frontend, AWS-hosted infrastructure (Lambda, EKS, S3, RDS)

DevOps: CI/CD pipelines using GitLab, ArgoCD, Terraform, and Helm

Security: MFA, RBAC, encrypted data at rest and in transit, third-party security testing

Automation: Integration of AI-based document processing (classification, extraction, redaction)

Data & Analytics: Real-time and batch processing, dashboards via AWS Quicksight or BigQuery

Timeline: 6 to 8 months from award

Staffing: Onsite presence at least 1 day per week

SLAs: 99.9% uptime with 24-hour response to critical issues; 60-day hypercare post-deployment

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-004-B

Critical Enterprise Application Development and Modernization – BSD

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Critical Enterprise Application Development and Modernization – BSD

The Indiana Secretary of State (SOS) is initiating a competitive solicitation for the modernization of its enterprise business and regulatory systems—INBiz (Business Services Division). This initiative is a cornerstone of SOS’s statewide digital transformation effort, aimed at improving constituent services, automating manual processes, enhancing data insights, and deploying resilient, cloud-native technologies.

Vendors must demonstrate proprietary knowledge of the existing SOS systems, including the custom-built code base, integrated AWS cloud infrastructure, Azure DevOps workflows, and historical inter-agency data exchanges. Only vendors with direct experience supporting or developing the current INBiz and ADSD systems will be considered eligible to ensure continuity, minimize ramp-up time, and protect sensitive configurations and integrations.

Project Goals:

• Enhance User Experience (UX): Streamline business registration, licensing, and public access through modern, mobile-friendly design compliant with WCAG 2.1 AA.
• Automate Compliance and Filings: Replace manual processes with intelligent automation for faster, more accurate compliance checks, notifications, and filings.
• Improve Employee Efficiency: Deploy internal dashboards, training portals, and automated workflows for SOS team members and agency partners.
• Strengthen Security: Implement MFA, RBAC, encrypted data layers, SIEM tools, and secure CI/CD pipelines.
• Deploy a Cloud-Native System: Utilize AWS services such as Lambda, Fargate, RDS, and Infrastructure-as-Code (Terraform) to ensure scalability, reliability, and operational agility.
• Modernize API Integration: Leverage MuleSoft for external data exchanges and internal middleware for secure, real-time system interoperability.

Scope Includes:

• Migration of business registration, licensing, dealer plate management, and reporting systems to a microservices-based, cloud-native architecture.
• Implementation of dashboards and analytics tools for operational insights and executive reporting.
• Secure data storage, file management, and public access portals with improved search capabilities.

Eligible vendors must be capable of starting immediately and demonstrate a successful track record in cloud-native transformations, ideally within state or multi-state government environments.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-005

Critical Enterprise Application Development and Modernization  - Securities

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Critical Enterprise Application Development and Modernization  - Securities

The purpose of this solicitation is to select an experienced vendor to provide comprehensive IT application modernization and development services for the Securities Division suite of customer service and business operations applications.

The Indiana Secretary of State’s Office is undertaking a critical modernization initiative to transform its Securities Division’s regulatory technology infrastructure. This effort is focused on enhancing constituent services, streamlining regulatory workflows, improving operational efficiency, and enabling data-driven decision-making. This solicitation invites qualified vendors to submit proposals for continuing, supporting, and extending the modernization of the Division’s enterprise licensing, legal case management, and enforcement systems.

The primary objectives of the Securities Modernization project include:

• Streamlining registration, complaint, enforcement, and licensing workflows through automation and integration.
• Improving user experience with dynamic, mobile-responsive portals and real-time status tracking.
• Providing centralized, cloud-native infrastructure to manage data and documents securely and efficiently.
• Enabling advanced dashboards and analytics using Amazon QuickSight and similar cloud-native tools.
• Ensuring long-term scalability, accessibility, compliance, and maintainability within a secure cloud environment.

System Design and Technical Framework

• AWS Cloud Infrastructure, including RDS, S3, Lambda, Kubernetes, and containerized microservices.
• Integrated Portal Functionality for up to 16 data-driven workflows, including broker-dealer registrations, franchise filings, and regulatory exemptions.
• Custom Legal Case Management Modules for intake, investigation, and resolution of complaints, enforcement actions, and penalties.
• Secure Document Management with versioning, audit trails, and restricted internal/external note sharing.
• Automated Workflows and task assignments triggered by application lifecycle stages, statuses, and validation rules.
• Third-party Integrations with regulatory and financial systems (e.g., NASAA, FINRA, NMLS, VPS) via secure APIs.

Key Vendor Qualifications

Given the proprietary nature of the current solution, eligible vendors must demonstrate:

• Intimate knowledge of the existing system codebase, data model, and platform configurations.
• Familiarity with ongoing operations and the underlying architecture hosted in the State’s AWS environment.
• Ability to support, maintain, and extend the current low-code platform without disrupting active services.
• Proven experience with regulatory and case management systems for state-level government agencies.
• Readiness to engage immediately, with no ramp-up period, and provide on-site support as required.

This modernization effort is a high-priority initiative with complex, mission-critical components. Vendors are expected to meet stringent technical, operational, and continuity requirements. Proposals must reflect the ability to operate within the established system framework, support ongoing enhancements, and ensure uninterrupted service delivery to the Securities Division and its stakeholders.

Interested vendors should carefully review the full solicitation to understand technical specifications, deliverables, and submission requirements.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-006

Licensing Application Support, Development and Modernization  - Notary

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Licensing Application Support, Development and Modernization  - Notary

The purpose of this solicitation is to select an experienced vendor to provide comprehensive IT application modernization and development services for the agency’s Notary Public Licensing suite of customer service and business operations applications.

This project aims to transition a fragmented, legacy notary system into a secure, unified, and cloud-native platform powered by artificial intelligence, real-time data, and automated workflows.

This modernization is driven by the need to streamline credentialing processes for notaries public, eliminate manual inefficiencies, strengthen regulatory compliance, and provide Indiana constituents with faster, smarter, and more reliable public service experiences. By unifying application, licensing, continuing education, and certification processes under one digital platform, the State will ensure greater transparency, accessibility, and service continuity.

The vision is to deliver a next-generation notarial services platform that exemplifies innovation in digital government and leverages emerging technologies—such as AI, microservices, and cloud analytics—to deliver real-time decision-making, proactive user engagement, and seamless staff workflows. The platform will also meet the highest security and regulatory standards required by Indiana law, creating a model that can scale across future credentialing programs.

Project Goals

• Deliver a seamless, secure, and fully integrated notary licensing system within a six-month timeline
• Enhance user experience for applicants, educators, and staff
• Leverage artificial intelligence for document validation, decision automation, and user engagement
• Ensure compliance with Indiana regulatory standards and modern cybersecurity protocols
• Drive government efficiency through data integration, advanced analytics, and automation

Vendors are expected to provide:

• A unified Applicant Portal with real-time AI-powered document validation using Google Vertex AI / Gemini
• Configurable, dynamic application workflows and automated digital credential issuance
• Integration with the proprietary Wizdn-based Learning Management System (Learner Hub) and INBiz platform
• CE management automation for 2-, 4-, and 6-year training requirements
• End-to-end encrypted Document Management System (DMS) with audit trails
• Real-time dashboards and a centralized Google BigQuery data lake
• Notification system with rules-based alerting
• Microservices-based architecture on Google Cloud Platform (GCP)

Key Technical Requirements

Frontend: ReactJS (TypeScript, WCAG-compliant PWA)

Backend: Python FastAPI microservices on Google Cloud Run

AI/ML: Google Vertex AI, Gemini

Security: Zero Trust model, TLS 1.3, AES-256 encryption, RBAC, Cloud Armor

DevOps: GitHub Actions, Cloud Build CI/CD pipelines

Data: PostgreSQL, BigQuery, Google CDC for real-time analytics

Vendor Qualifications

This project demands highly specialized expertise. Vendor must demonstrate:

• Immediate availability and ability to begin execution upon award
• Deep familiarity with the INBiz environment, including the existing codebase and proprietary Wizdn LMS
• Proven experience with credentialing systems and Indiana government infrastructure
• Compliance with 75 IAC regulatory standard and Zero Trust security architecture
• Successful delivery of similar cloud-native government modernization projects

Preference will be given to vendors with prior development experience within the Indiana Secretary of State ecosystem, including successful integration with Access Indiana, INBiz, and the current AI toolsets in place.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-007

Cloud Security Assessment Services – IT Project Management, Contract Review, and Certification

Posted: 5/27/2025

Updated: 6/4/2025

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Cloud Security Assessment and IT Project Management, Contract Review and Certification

The purpose of this solicitation is to select an experienced vendor to provide comprehensive cloud cybersecurity assessment services in conjunction with project management, contract review, and project completion certification services to the agency for a portfolio of IT service and project engagements. Work includes delivery of narrow-focused third-party contract assessment and compliance review services. The selected vendor will support security validation of multiple post-modernization releases across AWS-hosted environments and offer third-party oversight for contract and performance review.

This effort supports the agency’s ongoing modernization and procurement oversight in alignment with state statutes including Senate Enrolled Act 5 (SEA 5). The purpose of this solicitation is to engage external expertise to validate contract deliverables, performance metrics, and cost reasonableness for a select group of vendor engagements, ensuring accountability and documentation for internal and external stakeholders.

The primary objectives of this engagement are to:

• Conduct cloud cybersecurity assessments to validate current-state architecture, configurations, and security postures.
• Ensure post-implementation security through cloud penetration testing and technical configuration audits.
• Provide independent, third-party assessments of selected IT-related contracts.
• Support compliance with SEA 5 through pre-contract and post-delivery evaluations.
• Establish documented evidence of external oversight for procurement and performance.
• Offer expert consultation on performance metrics and contract enforcement mechanisms.

Scope of Work

Cloud Security Assessment

The selected vendor will perform services across up to four post-modernization system releases hosted in AWS environments. These include INBiz, Auto Dealer Services Division (ADSD), Business Services Division (BSD), and Securities Compliance platforms.

Services include:

1. Cloud Cybersecurity Assessment

• Light Control Design Review against Cloud Security Alliance (CSA) CCM, CIS Benchmarks, and AWS Best Practices.
• Review of policies, governance frameworks, operational design documents, and desired security maturity.

2. Technical Configuration Assessment

• Evaluation of AWS configurations including EC2, IAM, VPCs, CloudTrail, S3, and encryption controls.
• Assessment of logging/monitoring, network exposure, data protection, and access controls.
• Mapping of findings to CIS AWS Foundations Benchmark and prioritization by risk and impact.

3. Cloud Penetration Testing

• Simulated attack scenarios using real-world tools to identify vulnerabilities.
• Manual and automated testing methods aligned with PTES.
• Assessment areas include: IAM role abuse, misconfigured S3 buckets, unencrypted volumes, EBS exposure, and AWS metadata services.
• Post-exploitation analysis for sensitive data access, lateral movement, and identity compromise.

Deliverables

1. Executive Summary Report: Non-technical overview of security posture, risks, and improvement areas.

2. Approach and Methodology Documentation: Detailing the process, tools, and testing phases.

3. Detailed Results and Gap Analysis: Including findings by CCM domain and configuration weaknesses.

4. Strategic and Tactical Recommendations: Addressing both high-level remediation and technical fixes.

IT Project Management, Contract Review and Certification

Vendors will be asked to perform services on up to 10 contracts, the scope includes:

1. Pre-Contract Review

• Assessment of Statements of Work (SOWs), pricing structures, and terms.
• Classification of contract risks using qualitative scales (e.g., Green/Yellow/Red or 5-point rating).
• Evaluation of performance metrics and liquidated damages terms, particularly related to:
  • Completion milestones
  • Timeliness
  • Budget adherence

2. Post-Delivery Review

• Verification that contracted services were completed on time and within budget.
• Identification of delivery deviations and calculation of any applicable penalties.

3. Compliance and Reporting Support

• Aid in preparing reports required under SEA 5 for contracts exceeding $500,000.
• Support transparency reporting, amendment tracking, and contract scope enforcement.

Vendors must provide the following for each contract reviewed:

A pre-contract assessment report summarizing findings, ratings, and recommendations.

A performance and milestone compliance report confirming status and adherence.

A final summary memo outlining findings across all reviewed engagements, including risks, recommendations, and any exceptions or required corrective actions.

All IT Project Management, Contract Review, and Certification deliverables must be approved by the SOS Chief Legal Counsel and will be used for internal recordkeeping, legal support, and reporting to oversight bodies. All Cloud Security Assessment Services should be delivered to chief legal counsel and CIO.

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Proposal ID: SOS-26-008

Website Development Services

Posted: 5/27/2025

Updated:

For detailed information contact Rob Fulk:SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST.

Website Development Services

The purpose of this solicitation is to select an experienced vendor to provide website development services for the Auto Dealer Services Division, Business Services Division, Elections, and Securities Division information and transaction applications.

The Indiana Secretary of State (SOS) is soliciting proposals from qualified vendors to continue and enhance ongoing modernization efforts across its INBiz, Business Services Division (BSD), and Auto Dealers digital systems. This solicitation is focused on elevating constituent experience, strengthening platform architecture, and supporting the full lifecycle of strategic communications, user engagement, and digital system development.

This modernization initiative is guided by the following priorities:

User Experience Excellence: Design intuitive, responsive, and user-centered digital experiences for Indiana residents and business users.

Robust Architecture: Deliver scalable, cloud-native, and secure platforms with long-term maintainability.

Digital Stewardship: Provide consistent, brand-aligned messaging across web and communication platforms.

Strategic Engagement: Create multi-channel content, outreach strategies, and audience-specific messaging.

Efficient Governance: Align with internal IT, policy, and compliance needs while supporting third-party integrations and vendor coordination.

This solicitation includes:

• UI/UX design enhancements for core platforms with updated wireframes, dashboards, and workflows.
• High-fidelity designs for all modules, including mobile-responsiveness and accessibility (WCAG 3.0 compliance).
• Annotated design systems and development-ready assets for rapid implementation.
• End-to-end digital services, including:
  • Web content updates and visual branding across platforms.
  • Platform enhancements and page architecture improvements.
  • SEO, accessibility, and analytics integration.
  • Coordination of website updates, strategic web messaging, and content publication.
  • Audience engagement strategies tailored to business owners, vehicle dealers, and Indiana citizens.
  • Vendor coordination and quality control for system updates, testing, and deployment.
  • Development of print, video, email, and social media content as needed to complement digital efforts.

Proprietary Knowledge and Specialized Qualifications. This project requires a vendor with:

• Proprietary familiarity with the existing SOS digital ecosystem, including current platform architecture, internal tools, workflows, and codebase.
• Hands-on experience supporting the INBiz, BSD, and Auto Dealer platforms—eliminating ramp-up time and ensuring immediate continuity.
• A proven track record in delivering government-grade digital modernization, with subject matter expertise in licensing, regulatory systems, and case management.
• Established relationships with SOS stakeholders, IT leadership, and third-party vendors, enabling efficient decision-making and rapid deployment.
• Specialized knowledge of state government communications, branding, and content strategy, especially within digital channels.

Technical Requirements

Vendors must demonstrate capability in:

• Cloud-native development (AWS, GCP), secure web architecture, and containerized deployment strategies.
• Modern front-end frameworks, responsive design systems, and accessibility compliance (WCAG 3.0).
• UX research, A/B testing, and heuristic evaluation methodologies.
• Coordinating cross-platform updates with security and compliance controls in place.

This procurement ensures continuity of critical modernization work already in progress while inviting participation from qualified teams who bring both technical excellence and nuanced understanding of the Secretary of State’s platforms and strategic objectives.

For detailed information contact Rob Fulk:SOSProcurement@sos.IN.gov

Final Submission Due Data and Time: June 27, 2025 at 4:00 pm EST

Proposal ID: SOS-26-009

Request for Quote

Business Content Development for INBiz Modernization Project

Posted 5/30/25

Updated:

For detailed information contact Anthony Willis: SOSProcurement@sos.in.gov

Final Submission Due Date and Time: June 27 at 4:00 pm EST

Business Content Development for INBiz Modernization Project

The Indiana Secretary of State is undertaking a comprehensive modernization of the INBiz platform to better serve Indiana entrepreneurs, startups, and small businesses. This effort includes a full redesign of user experience and public-facing content in partnership with a UI/UX web site developer. The modernization will deliver streamlined, helpful, and accessible tools for users to plan, start, manage, and grow their businesses in Indiana.

We are seeking a qualified vendor to develop business guidance content and digital copy, working closely with the Indiana Secretary of State’s Business Services Division, Product and Technology Division, and web site developer. Much of the content requested already exists in the industry and will involve simple repurposing into the new content modules created by the web site developer. The selected vendor will research, write, and structure approximately 70–90 narrowly focused content modules and 30–40 web pages, create user-oriented business guides and checklists, and participate in regular collaboration meetings in Indianapolis – work is estimated to be 100-160 hours of effort.

Scope of Work:

1. Business Content Module Development (70–90 modules)

Develop structured, modular content that aligns with new UI/UX flows across four primary business lifecycle stages (sub-categories are provided as examples):

Plan Your Business

• Conducting market research and identifying opportunities
• Choosing the right business structure (LLC, Corporation, Nonprofit, etc.)
• Business planning, forecasting, and funding options
• Identifying startup costs, legal responsibilities, and industry-specific considerations
• Accessing Indiana SBDC, SBA, IEDC, and university business resources

Start Your Business

• Registering your business via INBiz
• Acquiring licenses, permits, and tax registrations (EIN, sales tax ID, etc.)
• Hiring employees and establishing payroll, insurance, and HR foundations
• Branding, marketing launch basics, and setting up accounting

Manage Your Business

• Staying compliant with annual reporting and tax requirements
• HR management, risk mitigation, and insurance updates
• Operational best practices, digital infrastructure, customer service
• Financial tracking, budgeting, and day-to-day business operations

Grow Your Business

• Scaling operations and hiring, expanding into new markets
• E-commerce, franchising, technology adoption
• Accessing capital for growth (SBA loans, VC, grants)
• Exporting logistics, succession planning, and preparing for business sale

2. Business Guides & Checklists

• Develop downloadable or interactive checklists for business startup steps, compliance tracking, hiring processes, growth milestones, and regulatory filings
• Create narrative-style guides tailored to Indiana-specific workflows (e.g., “How to Start an LLC in Indiana” or “Checklist for Hiring Your First Employee”)
• Ensure content is action-oriented and easy to use for businesses at all levels

3. Web Page Content Development (30–40 pages)

• Write and organize content for redesigned INBiz web pages based on layouts provided by the web page developer.
• Content will be SEO-optimized, ADA-compliant, mobile-responsive, and written in a clear, approachable tone
• Pages will include topics such as: Business Structures Overview, Business Registration Guide, Compliance Center, Manage Your Business Hub, and others based on updated navigation
• Work closely with web page developer to align text with design elements, user flow, interactive content blocks, and embedded tools (FAQs, popups, tooltips)

Collaboration and Project Structure

Timeframe: Estimated 2–3 months for full completion

• Weekly status and content development meetings with Indiana Secretary of State staff (Business Services, Product & Technology teams)
• Regular collaborative sessions with web page developer to ensure seamless integration with new UX designs
• Content will be aligned to updated workflows, tested wireframes, and user personas provided by web page developer
• Final content will be reviewed in stages with iterative feedback from key project stakeholders

Research & Benchmarking Expectations

• Source materials from Indiana SBDC, IEDC, SBA, Indiana universities, and similar federal and state agencies, and the business support communities
• Benchmark content strategies and user engagement best practices from top-performing state business portals (e.g., Delaware, California, Texas, Ohio, Florida)
• Document and cite all external references; ensure content is rights-cleared and original

Deliverables

• Up to 90 modular business content entries
• Up to 40 SEO-friendly, accessible web pages
• Business startup and growth guides and checklists
• Content alignment documents and editorial plan
• Research log and content source tracker
• Optional: Metadata tagging and CMS-ready copy formatting

Proposal Requirements

Methodology and content development approach

Timeline with milestone structure

Relevant experience and content samples (government, business, startup, or economic development contexts preferred)

Cost proposal and any optional service offerings

Experience working with CMS platforms (e.g., Sitefinity, Drupal, WordPress) is a plus

We look forward to selecting a content partner who will help bring Indiana’s entrepreneurial vision to life through clear, trusted, and modern business guidance.

Proposal ID: SOS-26-010

Quality Assurance Services for INBiz, ADSD, and Related Systems

Posted: 06/16/25

Updated:

For detailed information contact Rob Fulk: SOSProcurement@sos.IN.gov

Final Submission Due Date and Time: July 16, 2025 at 4:00pm EST.

The Indiana Secretary of State (SOS) seeks proposals from qualified vendors to provide comprehensive Software Quality Assurance (SQA) and Testing Services for mission-critical systems including INBiz, Auto Dealer Services Division (ADSD), and efforts for the Securities Division Portal. This work will support continuous improvement, regulatory compliance, and high system reliability across business registration, licensing, enforcement, and customer service platforms. Knowledge of the existing platforms, functionality, and state systems are required. Vendor must be onsite at least 1 day per week and provide routine evening and weekend after hours availability for testing of system releases.

The SOS has previously engaged QA vendors and is now seeking an updated partnership to continue supporting monthly releases, system upgrades, and quality improvements through defined testing protocols.

OBJECTIVES

• Evaluate whether internal and external system interfaces meet defined functional requirements.
• Identify system components that do not meet expected outcomes for remediation.
• Mitigate risks associated with ongoing monthly releases and ensure defect resolution.
• Maintain reusable testware and regression suites for long-term QA consistency.
• Advance best practices for QA and DevOps across SOS-supported digital services.
• Ensure high-performing, user-centered technology systems across SOS divisions.

SCOPE OF WORK

The selected vendor will provide software QA services, which may include but are not limited to:

• Managing and executing testing efforts for monthly INBiz and ADSD releases.
• Supporting functional, regression, smoke, system integration, and UAT testing.
• Creating, maintaining, and executing test plans, scripts, and defect reports in Azure DevOps (ADO).
• Collaborating with internal teams, including business analysts and development staff, to ensure quality objectives are met.
• Assisting in defining testable business and technical requirements.
• Participating in sprint planning and providing test strategy input for the Securities Portal.
• Reporting and triaging defects, and supporting emergency release testing as needed.

Key systems in scope:

• INBiz (business registration and compliance platform)
• ADSD (Auto Dealer Services and licensing system)
• Securities Portal (planned system under discovery for future testing inclusion)

DELIVERABLES

• The vendor shall deliver the following on a recurring basis:
• Test Plans and Test Cases (stored in QA tools like ADO)
• Test Execution Results and Summary Reports
• Ongoing Defect Reports and Logs
• Weekly Status Updates and Monthly Status Meetings
• Regression Test Suites for reuse across releases
• QA input into new projects such as the Securities Portal

KEY PERSONNEL REQUIREMENTS

The vendor is expected to assign the following roles:

• Service Delivery Manager: Leads overall QA effort, test strategy, and executive-level coordination.
• QA Manager: Manages team execution, resource planning, and reporting across all systems.
• Senior QA Analysts: Conduct manual and automated testing, test case development, and bug tracking.
• Business Analyst/QA Hybrid (preferred): A role capable of requirement gathering, UAT support, and QA testing in agile environments.

Experience with tools such as Azure DevOps, and automated testing platforms is highly preferred.

Final Submission Due Date and Time: July 16, 2025 at 4:00pm EST.