Addenda Questions Solicitaion Number 123374 O3.docx

This is a Solicitation Addendum for the Financial Institution Data Match Act procurement issued by the State of Nebraska Department of Revenue, designated as Solicitation Number 123374 O3, effective November 12, 2025. The addendum addresses eleven questions and answers submitted by bidders regarding the RFP requirements. The solicitation seeks a qualified contractor to provide financial institution data matching services on a non-exclusive basis, with an initial three-year contract term and options to renew for three additional one-year periods. Responses are due November 13, 2025, at 2:00 p.m. Central Time. Key service requirements include quarterly electronic file transfers with financial institutions, matching of tax debtor information against account records, and delivery of match listings within four working days. The vendor will perform all work off-site and is not required to maintain on-site presence at State premises.

The addendum clarifies several contractual and operational requirements, including confirmation that vendors will not receive Federal Tax Information (FTI) under the contract and that billing may be structured as a cost per financial institution per quarter rather than per file transfer occurrence. Insurance requirements have been modified to eliminate the Pollution Liability Policy requirement, which was deemed unsuitable for data matching services. Digital handwritten signatures are not acceptable on contractual agreements; signatures must be wet signatures or executed through DocuSign. Bidders must submit banking references even if they provide recent audited financial statements. The State will retain no ownership interest in the vendor's pre-existing software or source code. The number of debtors to be matched is variable and based on the number of participating financial institutions rather than a fixed quantity. All bidders are responsible for monitoring the State Purchasing Bureau website for additional addenda or amendments.