JAMA Connect Requirements Management Software REBID

STATE OF NORTH CAROLINA I NVITATION FOR BIDS NO. 45-RQ244428
DEPARTMENT OF RENVENUE (NCDOR)
Offers will be publicly opened: 14 May 2026 at
Tax Information Processing Division (I.T)
10am Eastern Time
Issue Date: 30 April 2026
Refer ALL inquiries regarding this IFB to: Commodity Number: 811125
Justin Stringfield
Description of Solicitation: Jama Connect
Justin.stringfield@ncdor.gov Requirements Management Software
919-215-5229
Using Agency: NCDOR
See page 2 for mailing instructions. Requisition No.: RQ244428
OFFER AND ACCEPTANCE
The State seeks offers for the software and software support described in this solicitation. The State's
acceptance of any offer must be demonstrated by execution of the acceptance found below and any subsequent
Request for Best and Final Offer, if issued. Acceptance shall create a contract having an order of precedence
as follows: In cases of conflict between documents comprising the contract, the order of precedence shall be (1)
Best and Final Offers, if any, (2) special terms and conditions specific to this Invitation for Bids ("IFB"), (3)
specifications, (4) Department of Information Technology Terms and Conditions of this IFB, and (5) the agreed
portions of the awarded Vendor's offer. No contract shall be binding on the State until an encumbrance of
funds has been made for payment of the sums due under the contract.
EXECUTION
In compliance with this IFB and subject to all the conditions herein, the undersigned offers and agrees to furnish
any or all Services or goods upon which prices are offered, at the price(s) offered herein, within the time specified
herein. By executing this offer, I certify that this offer is submitted competitively and without collusion.
Failure to execute/sign offer prior to submittal shall render offer invalid. Late offers are not acceptable.
OFFEROR:
STREET ADDRESS: P.O. BOX: ZIP:
CITY, STATE & ZIP: TELEPHONE NUMBER: TOLL FREE TEL.
NO
PRINT NAME & TITLE OF PERSON SIGNING: FAX NUMBER:
AUTHORIZED SIGNATURE: DATE: E-MAIL:
Offer valid for sixty (60) days from date of offer opening unless otherwise stated here: ____ days
ACCEPTANCE OF OFFER
If any or all parts of this IFB are accepted, an authorized representative of Department of Revenue shall affix their
signature hereto. A copy of this acceptance will be forwarded to the successful vendor(s).
FOR STATE USE ONLY
Offer accepted and contract awarded _____________________________________, as indicated on attached certification,
by _____________________________________________ (Authorized representative of NCDOR).

IFB Number: 45- RQ244428
TABLE OF CONTENTS
1.0 INTENT, USE, DURATION AND SCOPE .............................................................................................. 3
2.0 GENERAL INFORMATION .................................................................................................................... 3
2.1. OFFER SUBMITTAL ............................................................................................................................... 3
2.4. BASIS FOR REJECTION ........................................................................................................................ 3
2.5. LATE OFFERS ....................................................................................................................................... 4
2.6. NON-RESPONSIVE OFFERS ................................................................................................................ 4
2.7. NOTICE TO VENDOR(S) ........................................................................................................................ 4
2.8. E-PROCUREMENT SOLICITATION ....................................................................................................... 4
2.9. DISTRIBUTORS AND RESELLERS ....................................................................................................... 4
2.10. POSSESSION AND REVIEW ............................................................................................................... 5
2.11. BEST AND FINAL OFFERS (BAFO) ..................................................................................................... 5
2.12. AWARD ................................................................................................................................................ 5
2.13. POINTS OF CONTACT ......................................................................................................................... 5
3.0 SPECIFICATIONS ................................................................................................................................. 6
3.1. VENDOR STANDARD AGREEMENT(S) ................................................................................................ 6
3.2. VENDOR UTILIZATION OF WORKERS OUTSIDE U.S. - DISCLOSURE STATEMENT ....................... 6
3.3. E-VERIFY ............................................................................................................................................... 8
3.4 BRAND SPECIFIC PRODUCT ................................................................................................................. 8
3.5. SECURITY SPECIFICATIONS ............................................................................................................... 8
3.6 ENTERPRISE ARCHITECTURE SPECIFICATIONS ............................................................................... 8
3.7 SPECIFICATIONS-Reserved .................................................................... Error! Bookmark not defined.
3.8. DELIVERY .............................................................................................................................................. 8
3.9. CONTRACT TERM ................................................................................................................................. 8
4.0 FURNISH AND DELIVER ...................................................................................................................... 9
5.0 HISTORICALLY UNDERUTILIZED BUSINESSES .............................................................................. 10
6.0 DEPARTMENT OF INFORMATION TECHNOLOGY INSTRUCTIONS TO VENDORS ....................... 11
7.0 DEPARTMENT OF INFORMATION TECHNOLOGY TERMS AND CONDITIONS .............................. 13
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IFB Number: 45- RQ244428
1.0 INTENT, USE, DURATION AND SCOPE
The purpose of this IFB is to obtain pricing for and procure a subscription to the JAMA Connect Platform
currently utilized by the North Carolina Department of Revenue for business requirements management.
Products and Services will be provided in accordance with the terms and conditions of this IFB.
2.0 GENERAL INFORMATION
2.1. OFFER SUBMITTAL
Due Date: 13 May 2026
Time: 10am Eastern Time
IMPORTANT NOTE: It is the Vendor's sole responsibility to upload their offer to the Ariba
Sourcing Module by the specified time and date of opening. Vendor shall bear the risk for late
electronic submission due to unintended or unanticipated delay, including but not limited to internet
issues, network issues, local power outages, or application issues. Vendor must include all the
pages of this solicitation in their response.
Sealed offers, subject to the conditions made a part hereof, will be received until 10:00 am
Eastern Time on the day of opening and then opened, for furnishing and delivering the commodity
as described herein. Offers must be submitted via the Ariba Sourcing Module with the Execution
page signed and dated by an official authorized to bind the Vendor's firm. Failure to return a signed
offer shall result in disqualification.
Attempts to submit a proposal via facsimile (FAX) machine, telephone, email, email
attachments, or in any hardcopy format in response to this Bid SHALL NOT be accepted
and will automatically be deemed Non-Responsive.
a) Submit one (1) signed, original electronic offer through the Ariba Sourcing Module.
b) The Ariba Sourcing Module document number is: Doc2170474296
c) All File names should start with the Vendor name first, in order to easily determine all the files
to be included as part of the vendor's response. For example, files should be named as follows:
Vendor Name-your file name.
d) File contents SHALL NOT be password protected, the file formats must be in .PDF, .JPEG,
.DOC or .XLS format, and shall be capable of being copied to other sources. Inability by the
State to open the Vendor's files may result in the Vendor's offer(s) being rejected as Non-
Responsive.
e) If the vendor's proposal contains any confidential information (as defined in Section 7.0,
Paragraph #17), then the vendor must provide one (1) signed, original electronic offer and one
(1) redacted electronic copy.
Questions or issues related to using the Ariba Sourcing Tool itself can be directed to the North
Carolina eProcurement Help Desk at 888-211-7440, Option 2. Help Desk representatives are
available Monday through Friday from 7:30 AM EST to 5:00 PM EST.
2.4. BASIS FOR REJECTION
Pursuant to 9 NCAC 06B.0401, the State reserves the right to reject any and all offers, in whole or
in part; by deeming the offer unsatisfactory as to quality or quantity, delivery, price or service offered;
non-compliance with the specifications or intent of this solicitation; lack of competitiveness; error(s)
in specifications or indications that revision would be advantageous to the State; cancellation or
other changes in the intended project, or other determination that the proposed requirement is no
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IFB Number: 45- RQ244428
longer needed; limitation or lack of available funds; circumstances that prevent determination of the
best offer; or any other determination that rejection would be in the best interest of the State. Vendor
contact regarding this IFB with anyone other than NCDOR Procurement Office may be grounds for
rejection of said Vendor's offer.
2.5. LATE OFFERS
Regardless of cause, late offers will not be accepted and will automatically be disqualified from
further consideration. It shall be the Vendor's sole risk to ensure delivery at the designated office by
the designated time. Late offers will not be opened and may be returned to the Vendor at the expense
of the Vendor or destroyed if requested.
2.6. NON-RESPONSIVE OFFERS
Vendor offers will be deemed non-responsive by the State and will be rejected without further
consideration or evaluation if statements such as the following are included:
"This offer does not constitute a binding offer",
"This offer will be valid only if this offer is selected as a finalist or in the competitive range",
"Vendor does not commit or bind itself to any terms and conditions by this submission",
"This document and all associated documents are non-binding and shall be used for discussion
purposes only",
"This offer will not be binding on either party until incorporated in a definitive agreement signed
by authorized representatives of both parties", or
A statement of similar intent.
2.7. NOTICE TO VENDOR(S)
The State objects to and will not be required to evaluate or consider any additional terms and
conditions not previously agreed to by the State and submitted with an Offeror's response.
This applies to any language appearing in or attached to the document as part of the Offeror's
response. By execution and delivery of this IFB and response(s), the Offeror agrees that any
additional terms and conditions, whether submitted purposely or inadvertently, shall have no
force or effect.
2.8. E-PROCUREMENT SOLICITATION
This is an E-Procurement solicitation. See Paragraph #31 of the attached Department of
Information Technology Terms and Conditions.
a) General information on the E-Procurement service can be found at http://eprocurement.nc.gov/
b) Within two days after notification of award of a contract, vendor must register in NC E-
Procurement @ Your Service at the following web site: https://vendor.ncgov.com/vendor/login
c) As of the IFB submittal date, the Vendor must be current on all E-Procurement fees. If the Vendor
is not current on all E-Procurement fees, the State may disqualify the Vendor from participation
in this IFB.
2.9. DISTRIBUTORS AND RESELLERS
"Resellers" as used herein, refers to businesses that routinely sell or distribute Vendor's Products,
and may include "Distributors", "Value Added Resellers" (VARs), "Original Equipment
Manufacturers" (OEMs), Channel Partners, or such other designations. These businesses must be
approved by the State prior to placement of any orders. Any contract established will be subject to
this solicitation and any resulting Agreement(s), and to the terms and conditions of the State's
competitive bidding process.
The Agency acknowledges that the Reseller has merely purchased the Third-Party Items for resale
or license to the Agency, and that the proprietary and intellectual property rights to the Third-Party
Items are owned by parties other than the Reseller ("Third Parties"). The Agency further
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IFB Number: 45- RQ244428
acknowledges that except for the payment to the Reseller for the Third-Party Items, all of its rights
and obligations with respect thereto flow from and to the Third Parties. The Reseller shall provide
the Agency with copies of all documentation and warranties for the Third-Party Items which are
provided to the Reseller. The Reseller shall assign all applicable third-party warranties for
Deliverables to the Agency.
2.10. POSSESSION AND REVIEW
During the evaluation period and prior to award, possession of the bids and accompanying
information is limited to personnel of the issuing agency, and to the committee responsible for
participating in the evaluation. Vendors who attempt to gain this privileged information, or to
influence the evaluation process (i.e. assist in evaluation) will be in violation of purchasing rules and
their offer will not be further evaluated or considered.
After award of contract the complete bid file will be available to any interested persons with the
exception of trade secrets, test information or similar proprietary information as provided by statute
and rule. Any proprietary or confidential information which conforms to exclusions from public
records as provided by N.C.G.S. 132-1.2 must be clearly marked as such in the offer when
submitted.
2.11. BEST AND FINAL OFFERS (BAFO)
The State may establish a competitive range based upon evaluations of offers, and request BAFOs
from the Vendor(s) within this range, e.g. "Finalist Vendor(s)". If negotiations or subsequent offers
are solicited, the Vendor(s) shall provide BAFO(s) in response. Failure to deliver a BAFO when
requested shall disqualify the non-responsive Vendor from further consideration. The State will
evaluate BAFO(s), oral presentations, and product demonstrations as part of the Vendors'
respective offers to determine the final rankings.
2.12. AWARD
It is the general intent to award this contract to one (1) Vendor. As provided by statute, award will
be based on Best Value Analysis, Lowest Price and Technically Acceptable Source Selection
Method in accordance with 09 NCAC 06B. 0302 Information Technology Procurement.
A link to the NC Electronic Vendor Portal (eVP) allows the public to retrieve contract award
information electronically from the web site: https://evp.nc.gov/ Results may be found by searching
by IFB number or agency name. This information may not be available for several weeks dependent
upon the complexity of the acquisition and the length of time to complete the evaluation process.
2.13. POINTS OF CONTACT
Contact by the Offeror with the persons shown below for contractual and technical matters related
to this IFB is only permitted if expressly agreed to by the purchasing lead named on page 1, or upon
award of contract:
For Vendor completion:
Vendor Contractual Point of Contact Vendor Technical Point of Contact
Name of Vendor: Name of Vendor:
Street: Street:
City, State, Zip: City, State, Zip:
Attn: Attn:
Email: Email:
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IFB Number: 45- RQ244428
State Contractual Point of Contact State Technical Point of Contact
Name of Vendor: Name of Vendor:
Street: Street:
City, State, Zip: City, State, Zip:
Attn: Attn:
Email: Email:
3.0 SPECIFICATIONS
3.1. VENDOR STANDARD AGREEMENT(S)
The terms and conditions of Vendor's standard license, maintenance or other agreement(s)
applicable to Software and other Products acquired under this Agreement may apply to the extent
such terms and conditions do not materially change the terms and conditions of this Agreement. In
the event of any conflict between the terms and conditions of this Agreement and the Vendor's
standard agreement(s), the terms and conditions of this Agreement relating to audit and records,
jurisdiction, choice of law, the State's electronic procurement application of law or administrative
rules, the remedy for intellectual property infringement and the exclusive remedies and limitation of
liability in the Terms and Conditions herein shall apply in all cases and supersede any provisions
contained in Vendor's relevant standard agreement or any other agreement. The State shall not be
obligated under any standard license and/or maintenance or other Vendor agreement(s) to indemnify
or hold harmless the Vendor, its licensors, successors or assigns; nor arbitrate any dispute, nor pay
late fees, legal fees or other similar costs.
For Agency Completion if IFB:
The Vendor's Standard Agreement entered by and between NCDOR and JAMA on April 15, 2025
is incorporated by reference and attached to this IFB as Attachment A.
3.2. VENDOR UTILIZATION OF WORKERS OUTSIDE U.S. - DISCLOSURE STATEMENT
In accordance with the Statewide Information Security Manual (SISM), the State restricts the
location of information systems that receive, process, store, or transmit State and Federal data to
the United States which includes the following areas: US States, US Territories, US Embassies,
and US Military installations (stateside or overseas). This restriction applies to the Vendor and to
any subcontractors engaged to provide Services under this Agreement or with access to State Data.
The Vendor must ensure that its subcontractor agreements contain the same restrictions and will
be responsible for monitoring and enforcing subcontractor compliance at all times.
Pursuant to N.C.G.S. 143B-1361(b), the Vendor must complete and return this Disclosure
Statement Attachment F with its solicitation response. The Vendor may attach additional pages to
its response if needed. The State of North Carolina will evaluate Disclosure Statement Attachments
for additional risks, costs, and other factors associated with its service prior to making an award for
any such Vendor's offer. The Vendor must provide the following information in its bid response:
Vendor to complete:
a. The location of work performed under a state contract by the Vendor, any subcontractors,
employees, or other persons performing the contract and whether any of this work will be
performed outside the United States.
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IFB Number: 45- RQ244428
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b. The corporate structure and location of corporate employees and activities of the Vendor, its
affiliates or any other subcontractors.
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c. Vendor agrees to provide notice of the relocation of the Vendor, employees of the Vendor,
subcontractors of the Vendor, or other persons performing Services under a state contract
outside of the United States in the event such relocation occurs during the contract term.
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d. Vendor agrees that any Vendor or subcontractor providing call or contact center Services to the
State of North Carolina shall disclose to inbound callers the location from which the call or
contact center Services are being provided.
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e. Will any work under this contract be performed outside the United States?
YES NO
The use of resources or workers located outside the United States is a critical security exception
that must be escalated to the State Chief Information Officer for review pursuant to N.C.G.S. 143B-
1376(c) and 143B-1320(c). These critical security exceptions are approved only in rare and
extenuating circumstances. Vendor should account for this when preparing its response.
______________________________________________________________________________
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IFB Number: 45- RQ244428
3.3. E-VERIFY
Pursuant to N.C.G.S. 143B-1350(k), the State shall not enter into a contract unless the awarded
Vendor and each of its subcontractors comply with the E-Verify requirements of N.C.G.S. Chapter
64, Article 2. Vendors are directed to review the foregoing laws. Any awarded Vendor must submit
a certification of compliance with E-Verify to the awarding agency, and on a periodic basis thereafter
as may be required by the State.
3.4 BRAND SPECIFIC PRODUCT
Manufacturer(s) name and product descriptions used in this solicitation are product specific. The
items offered in response to this solicitation must be the manufacturer and type specified. Failure to
comply with this requirement will result in rejection of offer.
3.5. SECURITY SPECIFICATIONS
3.5.1 SOLUTIONS HOSTED ON STATE INFRASTRUCTURE
The Jama Connect Platform will be required to receive and securely manage data that is classified
as Confidential. Refer to the North Carolina Statewide Data Classification and Handling policy for
more information regarding this data classification. The policy is located at the following website:
https://it.nc.gov/document/statewide-data-classification-and-handling-policy
To comply with the State's Security Standards and Policies, State agencies are required to perform
annual security/risk assessments on their information systems using NIST 800-53 controls.
3.6 ENTERPRISE ARCHITECTURE SPECIFICATIONS-RESERVED
3.7. DELIVERY
Successful Vendor will provide subscription access information within 30 consecutive calendar days
after receipt of purchase order electronically to the following email(s): Scott.Stallings@ncdor.gov
For completion by Vendor: Delivery of subscription access information will be made from
__________________________ (city, state) within ______ consecutive days after receipt of order.
If circumstances beyond the control of the contractor result in a late delivery, it is the responsibility
and obligation of the contractor to notify the Purchasing Agent listed on the purchase order, in writing,
immediately upon determining delay of shipment. The written notification should indicate the
anticipated delivery date.
3.8. CONTRACT TERM
A contract awarded pursuant to this IFB shall have an effective date as provided in the Notice of
Award. The term shall be one (1) year and will expire upon the anniversary date of the effective
date unless otherwise stated in the Notice of Award, or unless terminated earlier. The State
retains the option to extend this contract for two (2) additional one (1) year periods at its sole
discretion.
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IFB Number: 45- RQ244428
4.0 FURNISH AND DELIVER
Vendor shall provide the Unit and Extended Costs in the table below.
YEAR 1:
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Subscription Package: Jama Connect Platform - Tiered
Deployment Type: On-premise
Part#: PAC-JCNBS
Term: 12 Months $__________ $__________
2 22 Each Subscription: Jama Connect, Creator - Tiered
Includes: 22 Named and 0 Floating Licenses
Deployment Type: On-premise
Float ratio: 4-1
Part#: LIC-JCNCRS $__________ $__________
Term: 12 Months
Total Offer Cost ________________
OPTIONAL COSTS: MAY OR MAY NOT BE PURCHASED
Vendor may provide the Unit and Extended Costs in the tables below.
YEAR 2:
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Subscription Package: Jama Connect Platform - Tiered
Deployment Type: On-premise
Part#: PAC-JCNBS
Term: 12 months $__________ $__________
2 22 Each Subscription: Jama Connect, Creator - Tiered
Includes: 22 Named and 0 Floating Licenses
Deployment Type: On-premise
Float ratio: 4-1
Part#: LIC-JCNCRS
Term: 12 months $__________ $__________
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IFB Number: 45- RQ244428
Total Offer Cost ________________
YEAR 3:
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 OM Subscription Package: Jama Connect Platform - Tiered
Deployment Type: On-premise
Part#: PAC-JCNBS $__________ $__________
Term: 12 months
2 22 OM Subscription: Jama Connect, Creator - Tiered
Includes: 22 Named and 0 Floating Licenses
Deployment Type: On-premise
Float ratio: 4-1 $__________ $__________
Part#: LIC-JCNCRS
Total Offer Cost _________________
Grand Total Offer Cost Years 1-3*:_________________
*If the State opts to exercise all available renewal options pursuant
to the 3.9 Contract Term.
5.0 HISTORICALLY UNDERUTILIZED BUSINESSES
For Vendor completion:
"Historically Underutilized Businesses (HUBs) consist of minority, women and disabled business firms
that are at least fifty-one percent owned and operated by an individual(s) of the aforementioned
categories. Also included in this category are disabled business enterprises and non-profit work centers
for the blind and severely disabled." http://ncadmin.nc.gov/businesses/hub
Pursuant to N.C.G.S. 143B-1361(a), 143-48 and 143-128.4, the State invites and encourages
participation in this procurement process by businesses owned by minorities, women, disabled, disabled
business enterprises and non-profit work centers for the blind and severely disabled. This includes
utilizing subcontractors to perform the required functions in this IFB .
Is Vendor a Historically Underutilized Business? YES NO If "YES", specify
classification. ___________________________
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