30-26293-ITD_Curam_Annual_Software_Subscription_IFB_9-28-26.pdf

OFFER AND ACCEPTANCE

The State seeks offers for the software and software support described in this solicitation. The State’s acceptance of any offer must be demonstrated by execution of the acceptance found below and any subsequent Request for Best and Final Offer, if issued. Acceptance shall create a contract having an order of precedence as follows: In cases of conflict between documents comprising the contract, the order of precedence shall be (1) Best and Final Offers, if any, (2) special terms and conditions specific to this solicitation, (3) specifications, (4) Department of Information Technology Terms and Conditions of this solicitation, and (5) the agreed portions of the awarded Vendor’s offer. No contract shall be binding on the State until an encumbrance of funds has been made for payment of the sums due under the contract.

EXECUTION

In compliance with this solicitation and subject to all the conditions herein, the undersigned offers and agrees to furnish any or all Services or goods upon which prices are offered, at the price(s) offered herein, within the time specified herein. By executing this offer, I certify that this offer is submitted competitively and without collusion.

Failure to execute/sign offer prior to submittal shall render offer invalid. Late offers are not acceptable.

OFFEROR:

STREET ADDRESS: P.O. BOX: ZIP:

CITY, STATE & ZIP: TELEPHONE NUMBER: TOLL FREE TEL.

NO

PRINT NAME & TITLE OF PERSON SIGNING: FAX NUMBER:

AUTHORIZED SIGNATURE: DATE: E-MAIL:

Offer valid for one hundred twenty (120) days from date of offer opening unless otherwise stated here: ____ days

ACCEPTANCE OF OFFER

If any or all parts of this solicitation are accepted, an authorized representative of DHHS shall affix their signature hereto. A copy of this acceptance will be forwarded to the successful vendor(s).

FOR STATE USE ONLY

Offer accepted and contract awarded _____________________________________, as indicated on attached certification, by _____________________________________________ (Authorized representative of DHHS).

STATE OF NORTH CAROLINA INVITATION FOR BIDS (IFB) NO. 30-26293-ITD

DEPARTMENT OF HEALTH AND HUMAN

SERVICES

Information Technology Division

Offers will be publicly opened: October 5, 2026 @ 2pm ET

Issue Date: September 28, 2026

Refer ALL inquiries regarding this IFB to:

Jace Bounds Jace.Bounds@dhhs.nc.gov

Commodity Number: 811122

Description: Cúram by Merative software subscription, licenses, and support

Using Agency: Information Technology Division, NCFAST Program

See page 4 for offer submittal instructions. Requisition No.: RQ266625

IFB Number: 30-26293-ITD

Page 2 of 41 January 30, 2026

TABLE OF CONTENTS

1.0 INTENT, USE, DURATION AND SCOPE

2.0 GENERAL INFORMATION

2.1. IFB SCHEDULE

2.2. OFFER QUESTIONS

2.3. OFFER SUBMITTAL

2.4. OFFER CONTENTS

2.5. BASIS FOR REJECTION

2.6. LATE OFFERS

2.7. NON-RESPONSIVE OFFERS

2.8. NOTICE TO VENDOR(S)

2.9. E-PROCUREMENT SOLICITATION

2.10. DISTRIBUTORS AND RESELLERS

2.11. POSSESSION AND REVIEW

2.12. BEST AND FINAL OFFERS (BAFO)

2.13. AWARD

2.14. POINTS OF CONTACT

3.0 SPECIFICATIONS

3.1. VENDOR STANDARD AGREEMENT(S)

3.2. VENDOR UTILIZATION OF WORKERS OUTSIDE U.S. – DISCLOSURE STATEMENT

3.3. E-VERIFY

3.4 BRAND SPECIFIC PRODUCT

3.5. SECURITY SPECIFICATIONS

3.6 ENTERPRISE ARCHITECTURE SPECIFICATIONS

3.7 SPECIFICATIONS

3.8. DELIVERY

3.9. CONTRACT TERM

4.0 FURNISH AND DELIVER

5.0 HISTORICALLY UNDERUTILIZED BUSINESSES

6.0 DEPARTMENT OF INFORMATION TECHNOLOGY INSTRUCTIONS TO VENDORS

7.0 DEPARTMENT OF INFORMATION TECHNOLOGY TERMS AND CONDITIONS

Page 3 of 41 January 30, 2026

1.0 INTENT, USE, DURATION AND SCOPE

The purpose of this IFB is to obtain pricing for and procure Cúram by Merative software subscription, licenses, and support services for use by DHHS, Information Technology Division (ITD), NC Families Accessing Services through Technology (NC FAST) program.

This product is currently licensed to the NC FAST Program. NC FAST uses the Cúram by Merative product as the basic platform by which it manages this integrated business effort for its production systems. The Cúram product is a technology and business solution that provides prebuilt health and social program components, business processes, tool sets, and interfaces on top of a configurable architecture.

Products and Services will be provided in accordance to the terms and conditions of this IFB.

2.0 GENERAL INFORMATION

2.1. IFB SCHEDULE

Event Responsibility Date and Time Issue IFB State September 28, 2026 Submit Bids Vendor October 5, 2026 @ 2pm ET Virtual Bid Opening (*Attendance is Optional)

State October 5, 2026 at 2pm ET Microsoft Teams meeting

Join:

https://teams.microsoft.com/meet/292346374811699?p= Meeting ID: 292 346 374 811 699 Passcode: fK6Sx35U

Contract Award

State December 21, 2026

2.2. OFFER QUESTIONS

RESERVED

2.3. OFFER SUBMITTAL

Due Date: October 5, 2026 Time: 2pm Eastern Time

IMPORTANT NOTE: It is the Vendor’s sole responsibility to upload their offer to the Ariba Sourcing Module by the specified time and date of opening. Vendor shall bear the risk for late electronic submission due to unintended or unanticipated delay, including but not limited to internet issues, network issues, local power outages, or application issues. Vendor must include all the pages of this solicitation in their response.

https://teams.microsoft.com/meet/292346374811699?p=q7GXcphZInT938w7Hj

Page 4 of 41 January 30, 2026

Attempts to submit a proposal via facsimile (FAX) machine, telephone, email, email attachments, or in any hardcopy format in response to this Bid SHALL NOT be accepted and will automatically be deemed Non-Responsive.

a) File contents SHALL NOT be password protected, the file formats must be in .PDF, .DOC or

.XLS format, and shall be capable of being copied to other sources. Inability by the State to open the Vendor’s files may result in the Vendor’s offer(s) being rejected as Non-Responsive.

b) If the vendor’s proposal contains any confidential information (as defined in Attachment B, Section 2, Paragraph #17), then the vendor must provide one (1) signed, original electronic offer and one (1) redacted electronic copy.

Questions or issues related to using the Ariba Sourcing Tool itself can be directed to the North Carolina eProcurement Help Desk at 888-211-7440, Option 2. Help Desk representatives are available Monday through Friday from 7:30 AM EST to 5:00 PM EST.

Tips for Using the Sourcing Tool

1. Vendors should review available training and confirm that they are able to access the Sourcing Event, enter responses, and upload files well in advance of the date and time response are due to allow sufficient time to seek assistance from the North Carolina eProcurement Help Desk.

2. Vendors may submit their responses early to make sure there are no issues and then submit a revised response any time prior to the response due date and time. The State will only review the most recent response.

3. Vendors should respond to all relevant sections of the Sourcing Event. Certain questions or items are required in order to submit a response and are denoted with an asterisk. The Sourcing Tool will not allow a response to be submitted unless all required items are completed. The Sourcing Tool will provide error messages to help identify any required information that is missing when response is submitted.

4. Simply saving your response in the Sourcing Tool is not the same as submitting your response to the State. Vendors should make sure they complete the submission process and receive a message that their response was successfully submitted.

5. Only Bids submitted through the Content Section of the Ariba Sourcing Event will be considered. Bids submitted through the Message Board will not be accepted or considered for award.

2.4. OFFER CONTENTS

Vendors shall provide responses to all questions and complete all attachments for this IFB that require the Vendor to provide information and upload them to the Sourcing Event in the Sourcing Tool. Vendor may not be able to submit its response in the Sourcing Tool unless all required items are addressed. Vendors shall provide authorized signatures where requested. Failure to provide all required items, or Vendor’s submission of incomplete items, may result in the State rejecting Vendor’s bid, in the State’s sole discretion.

Vendors shall upload the following items and attachments in the Sourcing Tool:

a) Completed and signed version of all EXECUTION PAGES, along with the body of the IFB, and the Vendor’s Response.

b) Signed receipt pages of any addenda released in conjunction with this IFB, if required to be returned.

Page 5 of 41 January 30, 2026

2.5. BASIS FOR REJECTION

Pursuant to 9 NCAC 06B.0401, the State reserves the right to reject any and all offers, in whole or in part; by deeming the offer unsatisfactory as to quality or quantity, delivery, price or service offered;

non-compliance with the specifications or intent of this solicitation; lack of competitiveness; error(s) in specifications or indications that revision would be advantageous to the State; cancellation or other changes in the intended project, or other determination that the proposed requirement is no longer needed; limitation or lack of available funds; circumstances that prevent determination of the best offer; or any other determination that rejection would be in the best interest of the State. Vendor contact regarding this IFB with anyone other than Jace Bounds may be grounds for rejection of said Vendor’s offer.

2.6. LATE OFFERS

Regardless of cause, late offers will not be accepted and will automatically be disqualified from further consideration. It shall be the Vendor’s sole risk to ensure delivery at the designated office by the designated time. Late offers will not be opened and may be returned to the Vendor at the expense of the Vendor or destroyed if requested.

2.7. NON-RESPONSIVE OFFERS

Vendor offers will be deemed non-responsive by the State and will be rejected without further consideration or evaluation if statements such as the following are included:

• “This offer does not constitute a binding offer”,

• “This offer will be valid only if this offer is selected as a finalist or in the competitive range”,

• “Vendor does not commit or bind itself to any terms and conditions by this submission”,

• “This document and all associated documents are non-binding and shall be used for discussion purposes only”,

• “This offer will not be binding on either party until incorporated in a definitive agreement signed by authorized representatives of both parties”, or

• A statement of similar intent.

2.8. NOTICE TO VENDOR(S)

The State objects to and will not be required to evaluate or consider any additional terms and conditions not previously agreed to by the State and submitted with an Offeror’s response.

This applies to any language appearing in or attached to the document as part of the Offeror’s response. By execution and delivery of this IFB and response(s), the Offeror agrees that any additional terms and conditions, whether submitted purposely or inadvertently, shall have no force or effect.

2.9. E-PROCUREMENT SOLICITATION

This is an E-Procurement solicitation. See Paragraph #31 of the attached Department of Information Technology Terms and Conditions.

a) General information on the E-Procurement service can be found at http://eprocurement.nc.gov/

b) Within two days after notification of award of a contract, vendor must register in NC E-

Procurement @ Your Service at the following web site: https://vendor.ncgov.com/vendor/login

c) As of the IFB submittal date, the Vendor must be current on all E-Procurement fees. If the Vendor is not current on all E-Procurement fees, the State may disqualify the Vendor from participation in this IFB.

2.10. DISTRIBUTORS AND RESELLERS

“Resellers” as used herein, refers to businesses that routinely sell or distribute Vendor’s Products, and may include “Distributors”, “Value Added Resellers” (VARs), “Original Equipment Manufacturers” (OEMs), Channel Partners, or such other designations. These businesses must be https://vendor.ncgov.com/vendor/login

Page 6 of 41 January 30, 2026 approved by the State prior to placement of any orders. Any contract established will be subject to this solicitation and any resulting Agreement(s), and to the terms and conditions of the State’s competitive bidding process.

The Agency acknowledges that the Reseller has merely purchased the Third-Party Items for resale or license to the Agency, and that the proprietary and intellectual property rights to the Third-Party Items are owned by parties other than the Reseller (“Third Parties”). The Agency further acknowledges that except for the payment to the Reseller for the Third-Party Items, all of its rights and obligations with respect thereto flow from and to the Third Parties. The Reseller shall provide the Agency with copies of all documentation and warranties for the Third-Party Items which are provided to the Reseller. The Reseller shall assign all applicable third-party warranties for Deliverables to the Agency.

Is the Vendor an authorized CURAM by Merative reseller for the products as listed in Section 3.7 Specification? YES NO

If yes, the State may request an authorized reseller letter. If requested, the Vendor must provide a copy of the authorized reseller letter from the OEM within seven (7) calendar days of request.

Failure to provide the authorized reseller letter within the stated timeframe may result in rejection of the bid, at the discretion of the State. Bids from Vendors that are not authorized to resell the products or services in this IFB may be rejected at the discretion of the State.

2.11. POSSESSION AND REVIEW

During the evaluation period and prior to award, possession of the bids and accompanying information is limited to personnel of the issuing agency, and to the committee responsible for participating in the evaluation. Vendors who attempt to gain this privileged information, or to influence the evaluation process (i.e. assist in evaluation) will be in violation of purchasing rules and their offer will not be further evaluated or considered.

After award of contract the complete bid file will be available to any interested persons with the exception of trade secrets, test information or similar proprietary information as provided by statute and rule. Any proprietary or confidential information which conforms to exclusions from public records as provided by N.C.G.S. §132-1.2 must be clearly marked as such in the offer when submitted.

2.12. BEST AND FINAL OFFERS (BAFO)

The State may establish a competitive range based upon evaluations of offers, and request BAFOs from the Vendor(s) within this range, e.g. “Finalist Vendor(s)”. If negotiations or subsequent offers are solicited, the Vendor(s) shall provide BAFO(s) in response. Failure to deliver a BAFO when requested shall disqualify the non-responsive Vendor from further consideration. The State will evaluate BAFO(s), oral presentations, and product demonstrations as part of the Vendors’ respective offers to determine the final rankings.

2.13. AWARD

It is the general intent to award this contract to one (1) Vendor. As provided by statute, award will be based on Best Value Analysis, Lowest Price Technically Acceptable Source Selection Method in accordance with 09 NCAC 06B. 0302 Information Technology Procurement.

2.14. POINTS OF CONTACT

Contact by the Offeror with the persons shown below for contractual and technical matters related to this IFB is only permitted if expressly agreed to by the purchasing lead named on page 4, or upon award of contract:

For Vendor completion:

Page 7 of 41 January 30, 2026

Vendor Contractual Point of Contact Vendor Technical Point of Contact Name of Vendor:

Street:

City, State, Zip:

Attn:

Email:

Name of Vendor:

Street:

City, State, Zip:

Attn:

Email:

3.0 SPECIFICATIONS

3.1. VENDOR STANDARD AGREEMENT(S)

The terms and conditions of Vendor’s standard license, maintenance or other agreement(s) applicable to Software and other Products acquired under this Agreement may apply to the extent such terms and conditions do not materially change the terms and conditions of this Agreement. In the event of any conflict between the terms and conditions of this Agreement and the Vendor’s standard agreement(s), the terms and conditions of this Agreement relating to audit and records, jurisdiction, choice of law, the State’s electronic procurement application of law or administrative rules, the remedy for intellectual property infringement and the exclusive remedies and limitation of liability in the Terms and Conditions herein shall apply in all cases and supersede any provisions contained in Vendor’s relevant standard agreement or any other agreement. The State shall not be obligated under any standard license and/or maintenance or other Vendor agreement(s) to indemnify or hold harmless the Vendor, its licensors, successors or assigns; nor arbitrate any dispute, nor pay late fees, legal fees or other similar costs.

A license agreement for the CURAM products and services by and between MERATIVE and DHHS may be applicable to this IFB. A fully executed copy of the updated license agreement shall be incorporated by reference and attached to the final version of this IFB via a Best and Final Offer -

BAFO.

3.2. VENDOR UTILIZATION OF WORKERS OUTSIDE U.S. – DISCLOSURE STATEMENT

In accordance with the Statewide Information Security Manual (SISM), the State restricts the location of information systems that receive, process, store, or transmit State and Federal data to the United States which includes the following areas: US States, US Territories, US Embassies, and US Military installations (stateside or overseas). This restriction applies to the Vendor and to any subcontractors engaged to provide Services under this Agreement or with access to State Data.

The Vendor must ensure that its subcontractor agreements contain the same restrictions and will be responsible for monitoring and enforcing subcontractor compliance at all times.

Pursuant to N.C.G.S. §143B-1361(b), the Vendor must complete and return this Disclosure Statement with its solicitation response. The Vendor may attach additional pages to its response if needed. The State of North Carolina will evaluate Disclosure Statements for additional risks, costs, and other factors associated with its service prior to making an award for any such Vendor’s offer.

The Vendor must provide the following information in its bid response:

Vendor to complete a.-e. in their offer:

Page 8 of 41 January 30, 2026

a. The location of work performed under a state contract by the Vendor, any subcontractors, employees, or other persons performing the contract and whether any of this work will be performed outside the United States.

Vendor to enter text here to answer this disclosure question:

b. The corporate structure and location of corporate employees and activities of the Vendor, its affiliates or any other subcontractors.

Vendor to enter text here to answer this disclosure question:

c. Vendor agrees to provide notice of the relocation of the Vendor, employees of the Vendor, subcontractors of the Vendor, or other persons performing Services under a state contract outside of the United States in the event such relocation occurs during the contract term.

Does Vendor agree to provide notice as defined above? YES NO

d. Vendor agrees that any Vendor or subcontractor providing call or contact center Services to the State of North Carolina shall disclose to inbound callers the location from which the call or contact center Services are being provided.

Does Vendor agree to provide disclosure as defined above? YES NO

e. Will any work under this contract be performed outside the United States? YES NO The use of resources or workers located outside the United States is a critical security exception that must be escalated to the State Chief Information Officer for review pursuant to N.C.G.S. §143B- 1376(c) and §143B-1320(c). These critical security exceptions are approved only in rare and extenuating circumstances. Vendor should account for this when preparing its response.

3.3. E-VERIFY

Pursuant to N.C.G.S. § 143B-1350(k), the State shall not enter into a contract unless the awarded Vendor and each of its subcontractors comply with the E-Verify requirements of N.C.G.S. Chapter 64, Article 2. Vendors are directed to review the foregoing laws. Any awarded Vendor must submit a certification of compliance with E-Verify to the awarding agency, and on a periodic basis thereafter as may be required by the State.

3.4 BRAND SPECIFIC PRODUCT

Manufacturer(s) name and product descriptions used in this solicitation are product specific. The items offered in response to this solicitation must be the manufacturer and type specified. Failure to comply with this requirement will result in rejection of offer.

3.5. SECURITY SPECIFICATIONS

3.5.1 SOLUTIONS HOSTED ON STATE INFRASTRUCTURE

Page 9 of 41 January 30, 2026

Vendors should provide a completed Vendor Readiness Assessment Report State Hosted Solutions (“VRAR”) at offer submission. This report is located at the following website:

https://it.nc.gov/documents/vendor-readiness-assessment-report If requested, the Vendor must provide a copy of a completed Vendor Readiness Assessment Report State Hosted Solutions (“VRAR”) within seven (7) calendar days of request. Failure to provide the VRAR within the stated timeframe may result in rejection of the bid, at the discretion of the State.

The Curam software subscription, license, and support services used by the NC FAST program will be required to receive and securely manage data that is classified as RESTRICTED. Refer to the North Carolina Statewide Data Classification and Handling policy for more information regarding this data classification. The policy is located at the following website:

https://it.nc.gov/document/statewide-data-classification-and-handling-policy To comply with the State’s Security Standards and Policies, State agencies are required to perform annual security/risk assessments on their information systems using NIST 800-53 controls.

3.6 ENTERPRISE ARCHITECTURE SPECIFICATIONS

3.6.1 ARCHITECTURE DIAGRAMS - RESERVED

3.6.2 SOLUTION ROADMAP - RESERVED

3.6.3 IDENTITY AND ACCESS MANAGEMENT - RESERVED

3.6.4 INTEGRATION APPROACH - RESERVED

3.6.5 DISASTER RECOVERY AND BUSINESS CONTINUITY - RESERVED

3.6.6 DATA MIGRATION - RESERVED

3.6.7 APPLICATION MANAGEMENT - RESERVED

3.6.8 ACCESSIBILITY - RESERVED

ENTERPRISE, SERVICES, AND STANDARDS

Agencies and vendors should refer to the Vendor Resources Page for information on North Carolina Department of Information Technology regarding architecture, security, strategy, data, digital, identity and access management and other general information on doing business with state IT process.

The Vendor Resources Page found at the following link: https://it.nc.gov/vendor-engagement-resources. This site provides vendors with statewide information and links referenced throughout the IFB document. Agencies may request additional information.

3.7 SPECIFICATIONS

CURAM by Merative products, services, and support required:

1. Part # E0E5LLL - Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal

2. Part # E0E61LL - Cúram Appeals Authorized User Annual SW Subscription + Support Renewal

3. Part # E0E64LL - Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal

4. Part # E0E6ALL - Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal https://it.nc.gov/documents/vendor-readiness-assessment-report https://it.nc.gov/document/statewide-data-classification-and-handling-policy https://it.nc.gov/vendor-engagement-resources https://it.nc.gov/vendor-engagement-resources

Page 10 of 41 January 30, 2026

5. Part # E0E6DLL - Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal

6. Part # E0E6GLL - Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal

7. Part # E0E6JLL - Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal

8. Part # E0E6QLL - Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal

9. Part # E0E6TLL - Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal

10. Part # E0E72LL - Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal

11. Part # E0E75LL - Cúram Platform Authorized User Annual SW Subscription + Support Renewal

12. Part # E0E78LL - Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal

13. Part # E0E7KLL - Cúram Income Support Authorized User Annual SW Subscription + Support Renewal

14. Part # E0E7NLL - Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal

15. Part # E0E7RLL - Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal

16. Part # E0E7ULL - Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal

17. Part # E0ECCLL - Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal

18. Part # E0ECFLL - Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal

19. Part # E0ECILL - Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal

20. Part # E0ECPLL - Cúram Verification Engine Authorized User Annual SW Subscription + Support Renewal

21. Part # E0ECSLL - Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Please Note:

The NC FAST program intends to complete migration from Version 7 of the Cúram by Merative product to Version 8 in 2026.

Quantities listed in Section 4.0 are subject to change during the contract term as the needs of the program change.

3.8. DELIVERY

Successful Vendor will complete supply of the scope of work within 10 consecutive calendar days after receipt of purchase order electronically to the following location(s):

Page 11 of 41 January 30, 2026

David Schatten (david.schatten@dhhs.nc.gov) Rajesh Pandey (rajesh.pandey@dhhs.nc.gov)

If circumstances beyond the control of the contractor result in a late delivery [or installation], it is the responsibility and obligation of the contractor to notify the Purchasing Agent listed on the purchase order, in writing, immediately upon determining delay of shipment. The written notification should indicate the anticipated delivery date.

3.9. CONTRACT TERM

A contract awarded pursuant to this IFB shall have an effective date of December 21, 2026, or later as provided in the Notice of Award. The term shall be three (3) years and will expire upon the anniversary date of the effective date unless otherwise stated in the Notice of Award, or unless terminated earlier. The State retains the option to extend this contract for two (2) additional one

(1) year periods at its sole discretion.

4.0 FURNISH AND DELIVER

All quantities (Qty) listed below are the estimated number of user licenses needed. The State retains the right to adjust the quantities as needed with notification to vendor.

YEAR 1:

LINE PART # DESCRIPTION QTY UNIT UNIT COST EXTENDED

COST

1. E0E5LLL Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000 each

2. E0E61LL Cúram Appeals Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

14,000 each

3. E0E64LL Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567) each

Page 12 of 41 January 30, 2026

COST

4. E0E6ALL Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

5. E0E6DLL Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567

6. E0E6GLL Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

7. E0E6JLL Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

8. E0E6QLL Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

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COST

9. E0E6TLL Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

10. E0E72LL Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

1,027,24

11. E0E75LL Cúram Platform Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

15,000 each

12. E0E78LL Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

13. E0E7KLL Cúram Income Support Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

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COST

14. E0E7NLL Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

15. E0E7RLL Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

15,000

(13,803 + 1,197)

16. E0E7ULL Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

17. E0ECCLL Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

18. E0ECFLL Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

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COST

19. E0ECILL Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

20. E0ECPLL Cúram Verification Engine

Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

21. E0ECSLL Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Beginning: 12/21/26 (or effective date) Ending: Last day of month 12

11,000

(8,433 + 2,567)

Total Offer Cost Contract Year 1: $________________

YEAR 2:

22. E0E5LLL Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal Months 13-24

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COST

23. E0E61LL Cúram Appeals Authorized User Annual SW Subscription + Support Renewal Months 13-24

24. E0E64LL Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

25. E0E6ALL Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal Months 13-24

26. E0E6DLL Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567

27. E0E6GLL Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal Months 13-24

28. E0E6JLL Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

29. E0E6QLL Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal Months 13-24

Page 17 of 41 January 30, 2026

COST

30. E0E6TLL Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

31. E0E72LL Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal Months 13-24

1,027,24

32. E0E75LL Cúram Platform Authorized User Annual SW Subscription + Support Renewal Months 13-24

33. E0E78LL Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

34. E0E7KLL Cúram Income Support

Subscription + Support Renewal Months 13-24

35. E0E7NLL Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

36. E0E7RLL Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal Months 13-24

15,000

Page 18 of 41 January 30, 2026

COST

37. E0E7ULL Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

38. E0ECCLL Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal Months 13-24

39. E0ECFLL Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal Months 13-24

40. E0ECILL Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

41. E0ECPLL Cúram Verification Engine

Subscription + Support Renewal Months 13-24

42. E0ECSLL Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Months 13-24

11,000

(8,433 + 2,567)

Total Offer Cost Contract Year 2: $________________

Page 19 of 41 January 30, 2026

YEAR 3:

43. E0E5LLL Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal Months 25-36

44. E0E61LL Cúram Appeals Authorized User Annual SW Subscription + Support Renewal Months 25-36

45. E0E64LL Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

46. E0E6ALL Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal Months 25-36

47. E0E6DLL Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567

48. E0E6GLL Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal Months 25-36

Page 20 of 41 January 30, 2026

COST

49. E0E6JLL Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

50. E0E6QLL Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal Months 25-36

51. E0E6TLL Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

52. E0E72LL Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal Months 25-36

1,027,24

53. E0E75LL Cúram Platform Authorized User Annual SW Subscription + Support Renewal Months 25-36

54. E0E78LL Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

55. E0E7KLL Cúram Income Support

Subscription + Support Renewal Months 25-36

56. E0E7NLL Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

Page 21 of 41 January 30, 2026

COST

57. E0E7RLL Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal Months 25-36

15,000

58. E0E7ULL Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

59. E0ECCLL Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal Months 25-36

60. E0ECFLL Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal Months 25-36

61. E0ECILL Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

62. E0ECPLL Cúram Verification Engine

Subscription + Support Renewal Months 25-36

63. E0ECSLL Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Months 25-36

11,000

(8,433 + 2,567)

Page 22 of 41 January 30, 2026

Total Offer Cost Contract Year 3: $________________

Grand Total Offer Cost Contract Years 1-3:

OPTIONAL COSTS: MAY OR MAY NOT BE PURCHASED

YEAR 4:

64. E0E5LLL Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal Months 37-48

65. E0E61LL Cúram Appeals Authorized User Annual SW Subscription + Support Renewal Months 37-48

66. E0E64LL Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

67. E0E6ALL Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal Months 37-48

68. E0E6DLL Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567

Page 23 of 41 January 30, 2026

COST

69. E0E6GLL Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal Months 37-48

70. E0E6JLL Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

71. E0E6QLL Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal Months 37-48

72. E0E6TLL Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

73. E0E72LL Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal Months 37-48

1,027,24

74. E0E75LL Cúram Platform Authorized User Annual SW Subscription + Support Renewal Months 37-48

75. E0E78LL Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

76. E0E7KLL Cúram Income Support

Subscription + Support Renewal Months 37-48

Page 24 of 41 January 30, 2026

COST

77. E0E7NLL Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

78. E0E7RLL Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal Months 37-48

15,000

79. E0E7ULL Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

80. E0ECCLL Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal Months 37-48

81. E0ECFLL Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal Months 37-48

82. E0ECILL Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

83. E0ECPLL Cúram Verification Engine

Subscription + Support Renewal Months 37-48

Page 25 of 41 January 30, 2026

COST

84. E0ECSLL Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Months 37-48

11,000

(8,433 + 2,567)

Total Offer Cost Contract Year 4 (1st Renewal Option): $___________

Page 26 of 41 January 30, 2026

YEAR 5:

85. E0E5LLL Cúram Business Intelligence and Analytics Reports for Income Support Authorized User Annual SW Subscription + Support Renewal Months 49-60

86. E0E61LL Cúram Appeals Authorized User Annual SW Subscription + Support Renewal Months 49-60

87. E0E64LL Cúram Appeals Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

88. E0E6ALL Cúram Business Intelligence and Analytics Authorized User Annual SW Subscription + Support Renewal Months 49-60

89. E0E6DLL Cúram Business Intelligence and Analytics Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567

90. E0E6GLL Cúram Outcome Management Authorized User Annual SW Subscription + Support Renewal Months 49-60

91. E0E6JLL Cúram Outcome Management Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

Page 27 of 41 January 30, 2026

COST

92. E0E6QLL Cúram Provider Management Authorized User Annual SW Subscription + Support Renewal Months 49-60

93. E0E6TLL Cúram Provider Management Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

94. E0E72LL Cúram Universal Access Resource Value Unit Annual SW Subscription + Support Renewal Months 49-60

1,027,24

95. E0E75LL Cúram Platform Authorized User Annual SW Subscription + Support Renewal Months 49-60

96. E0E78LL Cúram Platform Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

97. E0E7KLL Cúram Income Support

Subscription + Support Renewal Months 49-60

98. E0E7NLL Cúram Income Support Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

99. E0E7RLL Cúram Income Support for Medical Assistance Authorized User Annual SW Subscription + Support Renewal Months 49-60

15,000

(13,803 + 1,197)

Page 28 of 41 January 30, 2026

COST

100. E0E7ULL Cúram Income Support for Medical Assistance Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

101. E0ECCLL Cúram Evidence Broker Authorized User Annual SW Subscription + Support Renewal Months 49-60

102. E0ECFLL Cúram Life Event Management Authorized User Annual SW Subscription + Support Renewal Months 49-60

103. E0ECILL Cúram Life Event Management Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

104. E0ECPLL Cúram Verification Engine

Subscription + Support Renewal Months 49-60

105. E0ECSLL Cúram Verification Engine Professional Authorized User Annual SW Subscription + Support Renewal Months 49-60

11,000

(8,433 + 2,567)

Total Offer Cost Contract Year 5 (2nd Renewal Option): $___________

Grand Total Offer Cost Contract Years 1-3: $__________________

Page 29 of 41 January 30, 2026

Grand Total Offer Cost Optional Renewal Years 4-5:

Grand Total Offer Cost Years 1-3 and Optional Renewals (Years 4-5):

5.0 HISTORICALLY UNDERUTILIZED BUSINESSES

RESERVED

6.0 DEPARTMENT OF INFORMATION TECHNOLOGY INSTRUCTIONS TO VENDORS

1) READ, REVIEW AND COMPLY: It shall be the Vendor’s responsibility to read this entire document, review all enclosures and attachments, and comply with all requirements specified herein.

2) DEFINITIONS:

• NCDIT: The North Carolina Department of Information Technology, formerly Office of Information

Technology Services

• NCDIT CONVENIENCE CONTRACT: A contract that is used for the procurement of IT goods or

Services. These contracts are in place for the convenience of the state and use of them is optional.

• OPEN MARKET CONTRACT: A contract for the purchase of goods or Services not covered by a term, technical, or convenience contract.

• TERM CONTRACT: A contract in which a source of supply is established for a specified period of time for specified Services or supplies; usually characterized by an estimated or definite minimum quantity, with the possibility of additional requirements beyond the minimum, all at a predetermined unit price

• THE STATE: Is the state of North Carolina and its agencies.

• VENDOR: Company, firm, corporation, partnership, individual, etc., submitting a response to a solicitation.

3) PROMPT PAYMENT DISCOUNTS: Vendors are urged to compute all discounts into the price offered. If a prompt payment discount is offered, it will not be considered in the award of the contract except as a factor to aid in resolving cases of identical prices.

4) CLARIFICATIONS/INTERPRETATIONS: Any and all questions regarding this document must be addressed to the purchaser named on the cover sheet of this document. Do not contact the user directly. Any and all revisions to this document shall be made only by written addendum from NCDIT.

The Vendor is cautioned that the requirements of this IFB can be altered only by written addendum and that verbal communications from whatever source are of no effect.

Page 30 of 41 January 30, 2026

5) ACCEPTANCE AND REJECTION: The State reserves the right to reject any and all offers, to waive any informality in offers and, unless otherwise specified by the Vendor, to accept any item in the offer.

If either a unit price or an extended price is obviously in error and the other is obviously correct, the incorrect price will be disregarded.

6) AWARD OF CONTRACT: Responsive offers will be evaluated and acceptance may be made in accordance with Best Value procurement practices as defined by N.C.G.S. §143-135.9. Unless otherwise specified by the State or the Vendor, the State reserves the right to accept any item or group of items on a multi-item offer. In addition, on agency specific or term contracts, NCDIT reserves the right to make partial, progressive or multiple awards: where it is advantageous to award separately by items; or where more than one supplier is needed to provide the contemplated requirements as to quantity, quality, delivery, service, geographical areas; other factors deemed by NCDIT to be pertinent or peculiar to the purchase in question.

7) MISCELLANEOUS: Masculine pronouns shall be read to include feminine pronouns and the singular of any word or phrase shall be read to include the plural and vice versa.

8) PROTEST PROCEDURES: When an offeror wants to protest a contract awarded pursuant to this solicitation that is over $25,000 they must submit a written request to the issuing agency at the address given in this document. This request must be received in this office within fifteen (15) calendar days from the date of the contract award, and must contain specific sound reasons and any supporting documentation for the protest. Note: Contract award notices are sent only to those actually awarded contracts, and not to every person or firm responding to this solicitation. IFB status and Award notices are posted on the Internet at https://evp.nc.gov. All protests will be governed by NCAC Title 9, Department of Information Technology (formerly Office of Information Technology Services), Subchapter 06B Sections .1101 - .1121.

9) VENDOR REGISTRATION AND SOLICITATION NOTIFICATION SYSTEM The electronic Vendor Portal (eVP) allows Vendors to electronically register with the State to receive electronic notification of current procurement opportunities for goods and services available on the eVP at the following web site: https://evp.nc.gov.

10) DIGITAL IMAGING: The State will digitize the Vendor’s response if not received electronically, and any awarded contract together with associated contract documents. This electronic copy shall be a preservation record, and serve as the official record of this solicitation with the same force and effect as the original written documents comprising such record. Any printout or other output readable by sight shown to reflect such record accurately is an "original."

https://evp.nc.gov/ https://evp.nc.gov/

Page 31 of 41 January 30, 2026

7.0 DEPARTMENT OF INFORMATION TECHNOLOGY TERMS AND CONDITIONS

1) DEFINITIONS: Supplementing the Definitions appearing in the body of this solicitation, above:

a) “Agency” means the Agency purchasing the goods or Services.

b) “Computer” means a data processing device capable of accepting data, performing prescribed operations on the data, and supplying the results of these operations; for example, a device that operates on discrete data by performing arithmetic and logic processes on the data, or a device that operates on analog data by performing physical processes on the Data.

c) “Computer Data Base” means a collection of data in a form capable of being processed and operated on a Computer.

d) “Computer Program” means a series of instructions or statements in a form acceptable to a Computer, processor or controller that is designed to cause the Computer, processor or controller to execute an operation or operations. Computer programs include operating systems, assemblers, compilers, interpreters, data management systems, utility programs, sort-merge programs and maintenance/diagnostics programs, as well as applications programs such as payroll, inventory control and engineering analysis programs. Computer Programs may be either machine dependent or machine-independent, and may be general purpose in nature or be designed to satisfy the requirements of a particular user.

e) “Computer Software” or “Software” means Computer Programs and Data Bases. Also, see, “Software” below.

f) “Computer Software Documentation” means technical data and information comprising Computer listings and printouts, in human readable form that:

i) Documents the design or details the Computer Software

ii) Explains the capabilities of the Software, or

iii) Provides operating instructions for using the Software to obtain desired results from a

Computer.

g) “Custom or Modified Software” means Software that may be modified by the State, or by Vendor at the State’s request or direction to perform in accordance with specifications.

h) “Data” means recorded information, regardless of form or method of recording.

i) “Deliverable”/”Product Warranties” shall mean and include the warranties provided for products or deliverables licensed to the State in Paragraph 2, and as included in Paragraph 7 c), of these Terms and Conditions unless superseded by a Vendor’s Warranties pursuant to Vendor’s License or Support Agreements.

j) “Hardware” includes Computers, printers, attached equipment or peripherals or other equipment utilized for the State’s intended purposes as expressed in the solicitation documents.

k) “Products” includes Software, Hardware, equipment,…