REQUEST FOR INFORMATION FOR BOARD ATTORNEY

The purpose of this Request for Information ("RFI") is to invite qualified counsel to submit information that outlines their ability to serve as board counsel to the Indiana Education Savings Authority (“IESA”) and the Indiana Achieving A Better Life Experience Authority (“ABLE”), referred to herein together as entities of the Treasurer of State (“TOS Entities”). Counsel will be requested to provide the customary services of board counsel with respect to the programs including but not limited to board governance, document review, and preparation for possible litigation.

 

This is not an Invitation to Bid or a Request for Proposal under the Indiana Procurement Code, I.C. 5-22. The TOS Entities create no obligation, expressed or implied, by issuing this RFI or by receipt of any Responses submitted pursuant hereto. The award of any contract as a result of this RFI shall be at the sole discretion of the TOS Entities. Neither this RFI nor any Response submitted hereto are to be construed as legal offers.

 

This RFI seeks Responses to serve as board counsel to the TOS Entities only and is not related to any other board, program, or entity related to the Office of the Indiana Treasurer of State.

 

The TOS Entities are issuing this joint RFI for legal services concurrently. Responses to this joint RFI to either the IESA or ABLE individually will be evaluated on the same timeline.

 

Respondents are invited to submit:

(a)          A single Response to serve as board attorney for the IESA or ABLE only;

(b)          Separate Responses to serves as board attorney for the IESA or ABLE individually; or

(b)          A single Response to both TOS Entities (i.e. a Response to provide legal services to both IESA and ABLE).

 

In the interest of promoting government efficiency and leveraging economies of scale, it is the preference, but not the predetermination, of the TOS Entities to select a single respondent to provide all legal services.

 

Responses must be provided via email to tmontigney@tos.in.gov and rlocke@tos.in.gov later than 12:00pm (EDT) on Tuesday, September 18, 2018.

 

The RFI document can be found here: IESA-ABLE Joint RFI (Board Attorney) (08.28.18).pdf. If you have any questions, please direct them to Troy Montigney and Ryan Locke through email at tmontigney@tos.in.gov and rlocke@tos.in.gov.

 

 

 

Watch this short video to learn more about the benefits of saving in a 529 account and be entered to win a $529 CollegeChoice account. (Contest Rules)

Three Options to Plan for College

With the addition of the CollegeChoice CD 529 Savings Plan, there are now three great ways to save for college.

  

 

 

 

 

If you have a smartphone or tablet, you now have a unique way to reach and teach your kids about the basics of saving for college. Small Steps, Big Dreams is a series of fun, interactive games and financial lessons designed to engage your kids and inspire them to be money-smart.

Our Small Steps, Big Dreams program - made up of three mobile applications for specific age ranges - is designed to make the sometimes overwhelming concept of saving for higher education manageable and even fun.

	Scan code with your smartphone to download the app or click the link Free Download Free Download
Dream job finder: Interactive game boards let kids follow their interests to uncover their dream jobs, whether they love sports, art, music, technology, business, helping others, being outdoors, shopping, or being involved in the community.  Get educated: Find out how much college or vocational school your child will need to achieve the career of their dreams. Compare results: Parents take the challenge to see how well they really know their child and what it takes to help them reach their dreams.
	Scan code with your smartphone to download the app or click the link Free Download Free Download
Little by Little ebook: Children become a part of a series of short stories designed to teach them how little by little things grow. What is Money?: We explain the basics of money and why it is important. When I Grow Up: Through activity based interactions they'll think about what they want to be in the future. Save, Share, and Spend: Save for the future, spend today, share a little with those in need.
	Scan code with your smartphone to download the app or click the link Free Download Free Download
College Cost Cruncher: Get a ballpark estimate of what your college degree could cost. College Compare-izer: Compare your favorite schools based on a list of criteria that's important to you. Brag Bank: Keep track of your experience to build a stronger college resume. FAFSA Checker: Organize the items you need to fill out your FAFSA.

 

For updates, tips and activities, find CollegeChoice on Facebook.

 

IESA Board Meetings

Ninth Floor Conference Room
One North Capitol Avenue
Indianapolis, IN

Wednesday, May 23, 2018 – 9:00 AM

Wednesday, August 22, 2018 – 9:00 AM

Wednesday, November 14, 2018 – 9:00 AM