Financial Institution Data Match Services

The State of Nebraska Department of Revenue is soliciting a Request for Proposal (RFP) for financial institution data match services under the Financial Institution Data Match Act. The procurement seeks a qualified contractor to facilitate the identification, location, levy, and surrender of tax debtor assets through a comprehensive data matching process. Specifically, the vendor will be responsible for quarterly electronic file transfers with financial institutions, matching tax debtor information against financial institution account records, and providing match listings within four working days. The contract will be non-exclusive, with an initial three-year term and the option to renew for three additional one-year periods. The solicitation requires the selected vendor to maintain strict confidentiality of taxpayer information and provide comprehensive reporting. The RFP was released on October 17, 2025, with responses due on November 13, 2025, at 2:00 p.m. Central Time. Key deliverables include precise data matching, timely reporting, and secure information handling.

The solicitation does not explicitly mention specific set-aside designations or restrictions on responding organizations. No incumbent vendors are identified in the provided documentation. The contract will be awarded on a non-exclusive basis, allowing the State to potentially contract with multiple vendors for similar services. The State reserves the right to use the contract for up to 24 months from the Intent to Award date if the original vendor cannot perform. While specific budget ranges are not detailed, the attached Cost Sheet indicates that bidders must provide comprehensive pricing for an initial three-year period and a potential three-year renewal period. No advance payments will be permitted, and invoices will be issued quarterly. The vendor will be expected to cover all associated expenses, including travel and out-of-pocket costs, within their proposed pricing structure.