Addenda Questions Solicitaion Number 123374 O3.docx

This solicitation addendum for Solicitation Number 123374 O3 addresses questions and answers regarding financial institution data match services for the State of Nebraska Department of Revenue. The addendum, effective November 12, 2025, clarifies key contractual terms and requirements for vendors responding to the Request for Proposal. The State confirmed its willingness to post answers prior to the November 13, 2025 proposal deadline to allow bidders adequate time to incorporate changes. Critical clarifications include the State's refusal to accept digital handwritten signatures or DocuSign signatures on contractual agreements, requiring wet signatures instead. The State also confirmed removal of a Pollution Liability Policy requirement as non-applicable to data matching services, amendment of on-site work provisions to reflect that all work will be performed off-site, and removal of a duplicative question in the communications environment section. The contract will be non-exclusive, based on matching services with financial institutions rather than individual debtors, with variable numbers of debtors to be submitted for matching purposes.

The addendum addresses procurement specifications and vendor qualifications critical to proposal preparation. Vendors will not receive Felony Tax Imposed (FTI) information under this contract, and the State clarified that non-publicly held corporations must still provide banking references despite submitting audited financial reports and fiscal representative contact information. Significantly, the State approved alternative cost proposal methodologies, allowing vendors to propose pricing on a "Cost per Financial Institution, Per Quarter" basis as an alternative to the standard line item for cost per file transfer occurrence. The State confirmed that the vendor's pre-existing software and source code will remain the vendor's property with no ownership transfer to the State, and clarified that outreach process requirements in Section V.C.4 pertain to providing examples of cover letters and Financial Institution agreements to facilitate institutional engagement.