STATE OF NORTH CAROLINA
Department of Health and Human Services
Division of Health Benefits
Request for Proposal #30-2025-008-DHB
Data Analytics Platform
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RFP #30-2025-008-DHB-Data Analytics Platform
Rev. May 11, 2026
STATE OF NORTH CAROLINA
Request for Proposal
#30-2025-008-DHB
______________________________________________________
For internal State agency processing, please provide your company’s Federal Employer
Identification Number or alternate identification number (e.g., Social Security Number). Pursuant to
North Carolina General Statute 132-1.10(b) this identification number shall not be released to the
public. This page will be redacted before the procurement file is made available for public
inspection.
This page is to be filled out and returned with your Proposal.
ID Number:
______________________________________________________
Federal ID Number or Social Security Number
______________________________________________________
Offeror Name
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RFP #30-2025-008-DHB-Data Analytics Platform
Rev. May 11, 2026
STATE OF NORTH CAROLINA
Department of Health and Human Services
Refer ALL Inquiries regarding this RFP to:
Kevin Barlage
Contract Specialist
kevin.barlage@dhhs.nc.gov
Medicaid.Procurement@dhhs.nc.gov
Request for Proposal # 30-2025-008-DHB
Date RFP Issued/Posted: 5/11/2026
Date RFP Submissions due to the Department: 7/17/2026 at 2:00 p.m. EST
Proposals will be opened: 7/17/2026 at 2:00 p.m. EST
Contract Type: Open Market
Commodity Number: 811620 - Cloud-based software as a service
Description: Data Analytics Platform
Using Agency: Department of Health and Human Services, Division of Health
Benefits
Requisition No.: N/A
EXECUTION
In compliance with this Request for Proposal (RFP), and subject to all the conditions herein, the undersigned Offeror offers and agrees to furnish and
deliver any or all services proposed, at the cost proposed and within the time specified herein. By executing this proposal, the Offeror confirms it has
read, understands, and will comply with all specifications and requirements in the RFP and any addenda in the event of contract award. By executing
this proposal, the undersigned Offeror certifies that this proposal is submitted competitively and without collusion (N.C. Gen. Stat. § 143-54), that
none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of Chapter 78A of the General
Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (N.C. Gen. Stat. § 143-59.2), and that it is not an ineligible Contractor as
set forth in N.C. Gen. Stat. § 143-59.1. False certification is a Class I felony. Furthermore, by executing this proposal, the undersigned certifies to the
best of Offeror’s knowledge and belief, that it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible
or voluntarily excluded from covered transactions by any Federal or State department or agency. As required by N.C. Gen. Stat. § 143-48.5, the
undersigned Offeror certifies that it, and each of its subcontractors, for any Contract awarded as a result of this RFP, complies with the requirements
of Article 2 of Chapter 64 of the NC General Statutes, including the requirement for each employer with more than 25 employees in North Carolina
to verify the work authorization of its employees through the Federal E-Verify system. N.C. Gen. Stat. § 133-32 and Executive Order 24 (2009) prohibit
the offer to, or acceptance by, any State Employee associated with the preparing plans, specifications, estimates for public Contract; or awarding or
administering public Contracts; or inspecting or supervising delivery of the public Contract of any gift from anyone with a Contract with the State, or
from any person seeking to do business with the State. By executing this proposal, you attest, for your entire organization and its employees or
agents, that you are not aware that any such gift has been offered, accepted, or promised by any employees of your organization. Failure to
execute/sign proposal prior to submission shall render proposal invalid and it WILL BE REJECTED. Late proposals will not be accepted.
OFFEROR:
STREET ADDRESS:
P.O. BOX:
ZIP:
CITY & STATE & ZIP:
TELEPHONE NUMBER: TOLL FREE TEL. NO:
PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE
PRINT NAME & TITLE OF PERSON SIGNING ON BEHALF OF OFFEROR:
FAX NUMBER:
OFFEROR’S AUTHORIZED SIGNATURE:
DATE:
EMAIL:
Offer valid for at least 240 calendar days from date of proposal opening unless extended by the State in writing. After this time, any withdrawal of
offer shall be made in writing, effective upon receipt by the agency issuing this RFP.
ACCEPTANCE OF RESPONSE
If any or all parts of this proposal are accepted by the State of North Carolina, an authorized representative of the Department of Health and Human
Services shall affix his/her signature hereto and this document and all provisions of this Request for Proposal along with the Offeror’s proposal, and
the written results of any negotiations shall then constitute the written agreement between the parties. A copy of this acceptance will be forwarded to
the successful Offeror.
FOR STATE USE ONLY: Offer accepted and Contract awarded this ____ day of _______________, 20____, by
_____________________________________________________________________________
(Authorized Representative of NC Department of Health and Human Services)
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RFP #30-2025-008-DHB-Data Analytics Platform
Rev. May 11, 2026
Table of Contents
1.0 General Procurement Information and Notice to Offerors................................................................6
1.1 Important Notices ................................................................................................................................6
1.2 Procurement Information.....................................................................................................................7
1.3 Request for Proposal Functionality and Related Notices ....................................................................7
1.4 Schedule and Important Events ..........................................................................................................9
2.0 Purpose of RFP ...................................................................................................................................10
2.1 Introduction........................................................................................................................................10
2.2 Contract Term ...................................................................................................................................10
2.3 Contract Type....................................................................................................................................10
2.4 Agency Background ..........................................................................................................................11
3.0 RFP Requirements and Specifications .............................................................................................11
3.1 Scope Of Work ..................................................................................................................................11
3.2 General Requirements and Specifications ........................................................................................20
3.3 Security Specifications ......................................................................................................................21
3.4 Enterprise Specifications...................................................................................................................22
3.5 Business and Technical Requirements .............................................................................................24
3.6 Business and Technical Specifications .............................................................................................51
3.7 Option Requirements and Specifications - Reserved........................................................................60
4.0 Cost of Vendor’s Offer........................................................................................................................60
4.1 Offer Costs ........................................................................................................................................60
4.2 Payment Schedule ............................................................................................................................61
5.0 Evaluation............................................................................................................................................61
5.1 Source Selection ...............................................................................................................................61
5.2 Evaluation Criteria .............................................................................................................................62
5.3 Best and Final Offers (BAFO) ...........................................................................................................63
5.4 Possession And Review....................................................................................................................63
5.5 Competitive Range............................................................................................................................63
5.6 System Demonstrations ....................................................................................................................63
6.0 Vendor Information and Instructions................................................................................................64
6.1 General Conditions of Offer...............................................................................................................64
6.2 General Instructions for Vendor ........................................................................................................66
6.3 Instructions for Offer Submission ......................................................................................................68
7.0 Other Requirements and Special Terms...........................................................................................72
7.1 Vendor Utilization Of Workers Outside of U.S...................................................................................72
7.2 Financial Statements.........................................................................................................................72
7.3 Financial Resources Assessment, Quality Assurance, Performance and Reliability ........................72
7.4 Vendor’s License or Support Agreements.........................................................................................73
7.5 Resellers - Reserved.........................................................................................................................73
7.6 Disclosure Of Litigation .....................................................................................................................73
7.7 Criminal Conviction ...........................................................................................................................73
7.8 Security and Background Checks .....................................................................................................74
7.9 Assurances........................................................................................................................................74
7.10 Confidentiality of offers...................................................................................................................74
7.11 Project Management ......................................................................................................................75
7.12 Meetings.........................................................................................................................................76
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RFP #30-2025-008-DHB-Data Analytics Platform
Rev. May 11, 2026
7.13 Recycling and Source Reduction - Reserved.................................................................................76
7.14 Special Terms And Conditions .......................................................................................................76
7.15 Technical Operations .....................................................................................................................82
7.16 Help Center ....................................................................................................................................82
7.17 Testing............................................................................................................................................83
7.18 Incident Prioritization ......................................................................................................................85
Attachment A: Definitions.............................................................................................................................86
Attachment B: Department of Information Technology Terms and Conditions ......................................98
Section 1: General Terms and Conditions Applicable to All Purchases ..................................................98
Section 2: Terms and Conditions Applicable to Information Technology Goods and Services ............. 109
Section 3: Terms and Conditions Applicable to Personnel and Personal Services ...............................112
Section 4: Software as a Service (SaaS) Terms and Conditions (Only Applies to Proposed SaaS
Solutions) ...............................................................................................................................................113
Attachment C: Agency Terms and Conditions .........................................................................................122
Section 1: NCDHHS Department of Health Benefits (DHB) ..................................................................122
Section 2: NCDHHS Privacy and Security Office (PSO) .......................................................................132
Section 3: NCDHHS Development of Artificial Intelligence Systems.....................................................136
Attachment D: Description of Offeror........................................................................................................141
Attachment E: Cost Form ...........................................................................................................................142
Attachment F: Vendor Certification Form .................................................................................................150
Attachment G: Location of Workers Utilized by Vendor – Disclosure Statement ................................. 151
Attachment H: Vendor References/Past Performance.............................................................................153
Attachment I: Financial Review Form........................................................................................................158
Attachment J: Enterprise Architecture......................................................................................................160
Attachment K: Vendor Key Personnel.......................................................................................................162
Attachment L: Service Level Agreements.................................................................................................165
Attachment M: Contract Administrators ...................................................................................................171
Attachment N: Deliverables And Milestones Schedule ...........................................................................173
Attachment O: Business Continuity Plan..................................................................................................202
Attachment P: Disaster Recovery Plan .....................................................................................................204
Attachment Q: State Certifications ............................................................................................................207
Attachment R: Federal Certifications ........................................................................................................209
Attachment S: Business Associate Agreement........................................................................................216
Attachment T: Technical / Management Proposal...................................................................................220
Attachment U: Conceptual Architectural Diagrams .................................................................................222
Attachment V: Medicaid Integration Services Core Capabilities ............................................................224
Attachment W: Work Products...................................................................................................................229
Attachment X: Request for Proposed Modifications to The Terms and Conditions .............................235
Attachment Y: Minimum Qualifications.....................................................................................................236
Attachment Z: Subcontractor Identification Form....................................................................................238
Attachment AA: Reports .............................................................................................................................239
Attachment AB: Interfaces – Reserved .....................................................................................................243
Attachment AC: GenAI Disclosure and Fact Sheet ..................................................................................244
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RFP #30-2025-008-DHB-Data Analytics Platform
Rev. May 11, 2026
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.