iCapture Software & IBML Hardware Maintenance & Support Renewal

The California Franchise Tax Board is requesting bids to renew maintenance and support services for iCapture and Tangent software and IBML Fusion Scanner hardware under IFB FTB-2627-106, with final bids due June 5, 2026 at 5:00 p.m. Pacific Time. Small Business and Disabled Veteran Business Enterprise (DVBE) preferences apply; DVBE participation requirements are waived but DVBE incentive pricing of up to 5% remains available to qualified bidders.

The scope covers software maintenance and support for iCapture Production and Non-Production systems (processing both state and federal forms), Tangent Deposit21 software, and IBML hardware and software across nine scanners and iCapture Data Modules. Support hours vary by system: iCapture and Tangent operate Monday through Friday (8:00 a.m. to 6:00 p.m. and 6:30 a.m. to 3:00 p.m. Pacific respectively); IBML hardware operates seven days per week during one month of peak season (8:00 a.m. to 12:00 a.m.) and Monday through Friday during eleven months of non-peak season (8:00 a.m. to 5:00 p.m.), with a two-hour response requirement. The contract term runs through June 30, 2027, with separate term periods specified for iCapture state forms (July 1, 2026–June 30, 2027) and federal forms (January 1, 2027–June 30, 2027). Unanticipated tasks are billed hourly at rates specified in the Cost Worksheet and capped at 5% of total agreement value on a time-and-materials basis.

All contractor personnel with facility or data system access must complete background checks, fingerprinting, and Privacy, Security, and Disclosure Training within two business days of commencing work. General liability insurance of $1 million per occurrence and workers' compensation coverage are mandatory. Award will be made to the responsive and responsible bidder offering the lowest net cost. Questions are due May 27, 2026, with State responses by May 29. Public bid opening is scheduled June 8, 2026; Notice of Intent to Award is expected June 15, with final award estimated June 23, 2026. Bidders must submit responses electronically to Tommy.Yu@ftb.ca.gov and include all mandatory attachments including Cost Worksheet, Confidentiality Statements, Bidder Declarations, Payee Data Records, California Civil Rights Laws Certifications, and Authorized Original Signatures.