Business Office

Our mission is to coordinate the financial, accounting, and management services of the diocese and promote generous and responsible use of all human and material resources. 

Purpose: To record the financial activities of all entities under the control of the Central Administrative Offices of the diocese and to provide the bishop and finance council with information necessary to ensure the financial stability of the diocese. Through the annual budget process, the finance department, under the direction of the finance council, recommends program priorities in view of the resources available. 

Function: We protect financial assets, assist with financial questions, provide financial reporting and forms used in daily operations, and complying with diocesan civil laws, regulations, and policies. In summary, we are here as stewards trying to make sure the diocesan resources are being effectively used to reflect the mission Christ has given to us.

Request for Proposal for Legal Services

Diocese of Fort Wayne-South Bend, Inc.

Request for Proposal for Legal Services

INQUIRIES AND PROPOSALS SHOULD BE DIRECTED TO:
 
Joseph Ryan
Chief Financial Officer
Diocese of Fort Wayne-South Bend
915 South Clinton Street, Fort Wayne, IN  46801
[email protected]
 
I.     GENERAL INFORMATION.
A.   Purpose. This request for proposal (RFP) is to contract for legal services to be provided to the Diocese of Fort Wayne-South Bend, Inc., and other, related nonprofit entities.
B.    Persons/Entities Who May Respond. Attorneys currently licensed to practice law in Indiana and in the U.S. District Court Northern District of Indiana or law firms including such attorneys may respond to this proposal.
C.   Instructions on Proposal Submission.
1.     Submission Closing Date. Proposals must be submitted no later than ­­5 pm (Eastern) on November 10, 2023.
2.     Inquiries. Inquiries concerning this RFP should be mailed to:
Joseph Ryan
Chief Financial Officer
Diocese of Fort Wayne-South Bend
915 South Clinton Street, Fort Wayne, IN  46801
or email:  [email protected]
3.     Conditions of Proposal. All costs incurred in the preparation of a proposal responding to this RFP will be the responsibility of the Proposer and will not be reimbursed by the Diocese of Fort Wayne-South Bend (hereinafter referred to as DFWSB).
4.     Instructions to Prospective Contractors. Your Proposal should be addressed as follows:
Joseph Ryan
Chief Financial Officer
Diocese of Fort Wayne-South Bend
915 South Clinton Street, Fort Wayne, IN  46801
It is important that the proposal be submitted in a sealed envelope clearly marked in the lower left-hand corner with the following information:
Request for Proposal
Submission Time and Date
SEALED PROPOSAL For Legal Services
 
It is the responsibility of the Proposer to ensure that the proposal is received by DFWSB by the date and time, and in the manner specified above. Late and/or improperly submitted proposals will not be considered.
5.     Right to Reject. DFWSB reserves the right to reject any and all proposals received in response to this RFP.
6.     Timing of Decision. It is expected that a decision selecting the successful proposal or rejecting all proposals will be made within four (4) weeks of the submission closing date. Submitters of unsuccessful proposals will be notified of the selection of another proposal.
Description of Entity. DFWSB is a religious nonprofit corporation which includes 81 Catholic parishes and 43 Catholic Schools.  The DFWSB covers 14 counties of northeastern Indiana and has a Catholic population of more than 160,000.  DFWSB employs approximately 2,890 lay employees.  DFWSB has related nonprofit entities engaged in social services, counseling, elder housing and care, cemetery, and funeral home services.
Additional Information on DFWSB is available at https://diocesefwsb.org/.
 
II.    SCOPE OF SERVICES. The Proposer shall be readily available to perform assorted types of legal services including but not limited to:
A.   Advice and assistance on legal matters related to religious association and tax-exempt corporation law, and general business operations.
B.    Advice and assistance on labor and employment matters including those related to ministerial positions.
C.    Advice and assistance with respect to subpoenas, court orders, and requests for information from third parties.
D.   Representation in lawsuits, administrative agency claims, and other legal claims.
E.    Advice and assistance on real estate matters.
F.    Advice and assistance on private, non-profit school related matters.
G.   Other matters of legal assistance as requested by the Bishop, Vicar General or Chief Financial Officer.
 
Although it is preferable for an attorney or law firm to submit a proposal covering all the above areas, DFWSB will consider proposals emphasizing expertise in subsets of these areas.
 
III.  PROPOSAL CONTENTS. The Proposer, in its proposal, shall, as a minimum, include the following:
A.   Legal Experience. The Proposer should provide a two-paragraph summary describing experience related to the areas outlined in the scope of services above and why it believes it is right for DFWSB.
B.    Legal Strategy. The Proposer should be able to describe its strategy for handling specific types of legal matters and its general philosophy for handling such matters.
C.    Commitment to Catholicity. Since DFWSB is a Church, its preference is that its legal counsel be a Catholic, or Catholics, in good standing with the Catholic Church who demonstrate a commitment to Christian living, are endowed with and espouse a Catholic philosophy of life and believe in and support the Catholic Church and her teachings.  Non-Catholic legal counsel must have a knowledge of and respect for the Catholic faith, abide by the tenets of the Catholic Church as those apply to that person, and be supportive of the Catholic faith.
D.   Staffing Strategy. The Proposer must describe how it determines which attorneys it will assign to specific client matters, whether it will use contract attorneys, and at which point it informs the client that it may need to add additional staff to a project.
E.    Customer Service. How the attorney or law firm treats client representatives is important to DFWSB. The Proposer must describe who will be the firm’s primary contact, how accessible the firm is, what the process is for changing the firm’s primary contact person, and any other lawyer that has been assigned to the client if the client is dissatisfied. The Proposer should identify the average response times for both critical and routine inquiries from DFWSB and detail any factors that may serve as an exception to said response times. In addition, the Proposer should describe its data security standards, how it will keep client communications and information safe and confidential, and how it handles potential conflicts.
F.