IT Sourcing Event Template

STATE OF NORTH CAROLINA INVITATION FOR BIDS NO. 45-RQ285733
DEPARTMENT OF REVENUE (NCDOR)
Offers will be publicly opened: September 22,
Information Technology Services Division
2026, at 10:00 AM Eastern Standard Time
Issue Date: September 14, 2026
Refer ALL inquiries regarding this IFB to: Commodity Number: 811122 - Software
maintenance and support
Patrick Reil
Patrick.reil@ncdor.gov
Description: Broadcom Autosys Software Support
(919) 814-1390
Using Agency: North Carolina Department of
Revenue (NCDOR)
See page 2 for mailing instructions. Requisition No.: RQ285733
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 solicitation, (3) specifications, (4)
Department of Information Technology Terms and Conditions of this solicitation, 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 solicitation 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 solicitation are accepted, an authorized representative of North Carolina Department of
Revenue. 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 the NC Department of Revenue).

TABLE OF CONTENTS
1.0 INTENT, USE, DURATION AND SCOPE .............................................................................................. 3
2.0 GENERAL INFORMATION .................................................................................................................... 3
2.1. VENDOR QUESTIONS ........................................................................................................................... 3
2.2. ADDENDUM TO SOLICITATION ............................................................................................................ 3
2.3. ELECTRONIC OFFER SUBMITTAL ....................................................................................................... 3
2.4. BASIS FOR REJECTION ........................................................................................................................ 4
2.5. LATE OFFERS ....................................................................................................................................... 4
2.6. NON-RESPONSIVE OFFERS ................................................................................................................ 4
2.7. NOTICE TO VENDOR(S) ........................................................................................................................ 4
2.8. E-PROCUREMENT SYSTEM ................................................................................................................. 5
2.9. DISTRIBUTORS AND RESELLERS ....................................................................................................... 5
2.10. POSSESSION AND REVIEW ............................................................................................................... 5
2.11. BEST AND FINAL OFFERS ("BAFO") .................................................................................................. 6
2.12. AWARD ................................................................................................................................................ 6
2.13. POINTS OF CONTACT ......................................................................................................................... 6
3.0 SPECIFICATIONS ................................................................................................................................. 7
3.1. VENDOR STANDARD AGREEMENT(S) ................................................................................................ 7
3.2. VENDOR UTILIZATION OF WORKERS OUTSIDE U.S. - DISCLOSURE STATEMENT ....................... 7
3.3. E-VERIFY ............................................................................................................................................... 8
3.4 BRAND SPECIFIC PRODUCT ................................................................................................................. 8
3.5. SECURITY SPECIFICATIONS ............................................................................................................... 8
3.7 SPECIFICATIONS - RESERVED ............................................................................................................ 9
3.8. DELIVERY .............................................................................................................................................. 9
3.9. CONTRACT TERM ................................................................................................................................. 9
4.0 FURNISH AND DELIVER ...................................................................................................................... 9
5.0 DEPARTMENT OF INFORMATION TECHNOLOGY INSTRUCTIONS TO VENDORS.....................11
6.0 DEPARTMENT OF INFORMATION TECHNOLOGY TERMS AND CONDITIONS .............................. 13
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Sep. 14, 2026

1.0 INTENT, USE, DURATION AND SCOPE
The purpose of this Solicitation is to obtain competitive, open-market bids via a formal, advertised
Invitation for Bid ("IFB") to establish a new, agency-specific agreement for an all-inclusive 5-year software
support renewal covering the Department of Revenue's existing Broadcom Autosys software
environment.
Goods and services will be provided in accordance with the terms and conditions of this Solicitation.
2.0 GENERAL INFORMATION
2.1. VENDOR QUESTIONS
All inquiries regarding the solicitation specifications or requirements are to be addressed to the
contact person listed on Page One of this solicitation. Vendor contact regarding this Solicitation with
anyone other than the contact person listed on Page One of this Solicitation may be grounds for
rejection of said Vendor's offer.
Written questions concerning this Solicitation will be received until September 16, 2026 at 11:00 AM
Eastern Time. They must be submitted to the contact person listed on Page One of this Solicitation.
Please enter "Questions Solicitation 45-RQ285733" as the subject for the message.
REFERENCE VENDOR QUESTION
IFB Section,
Page Number
2.2. ADDENDUM TO SOLICITATION
The Agency will issue an Addendum to provide a response to all questions received in accordance
with Section 2.1-VENDOR QUESTIONS, above.
The Agency may issue additional Addenda as needed to modify the specifications, requirements,
terms and conditions, etc. Critical information may be included in these Addenda. It is important for
Vendors to periodically check the website for any and all Addenda that may be issued prior to the
bid opening date.
All Addenda will be posted on the electronic Vendor Portal (eVP) website at https://evp.nc.gov and
will become Addenda to this solicitation.
2.3. ELECTRONIC OFFER SUBMITTAL
Due Date: Tuesday, September 22, 2026
Time: 10:00 AM Eastern Time
Sealed offers, subject to the conditions made a part hereof, will be received by the time and date
specified above and then opened for furnishing and delivering the commodity as described herein.
It is the Vendor's sole responsibility to submit its offer by the specified time and date of opening.
The 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. No offers are able to be uploaded in Ariba after the deadline/bid opening date and time.
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a. Submit one (1) signed, original electronic offer via the Ariba Sourcing Module. The Vendor
to include the Execution Page 1 WITH the remaining pages of the solicitation in one PDF.
The Execution Page 1 must be signed and dated by an official authorized to bind the Vendor's
firm. Failure to return a signed offer shall result in disqualification. File names should identify
b. the Vendor, solicitation, and document in that order (Vendor Name - Solicitation Number -
Offer, etc.).
c. Files must not be password protected. They must be in .PDF, .JPEG, .DOC or .XLS format
and capable of being copied to other sources. The Vendor's offer may be deemed non-
responsive if the Agency is unable to open the file(s).
d. If the offer contains any confidential information (as defined in the NCDIT Terms and
Conditions, "CONFIDENTIALITY" Section), the Vendor must provide one (1) redacted
electronic copy in addition to the original copy.
e. BID Opening: will be held on Tuesday, September 22, 2026 at 2:00 PM EST, in a
Microsoft Teams meeting at the following link:
https://teams.microsoft.com/meet/242953976247668?p=F8pb3s5KzoT1U4u7na.
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
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 Patrick Reil (Contract Specialist), 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
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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 SYSTEM
The State utilizes the NC eProcurement (NCEP) system to process requisitions and issue purchase
orders. See http://eprocurement.nc.gov/ and General Terms and Conditions, Electronic Procurement
for more information.
a) It is the Vendor's responsibility to read these provisions carefully and to consider them in preparing
the response. By signature, the Vendor acknowledges acceptance of all provisions related to
NCEP.
b) The transaction fee addressed in General Terms and Condition, Electronic Payment (currently at
1.75%) applies to the purchase of goods only. It does not apply to Vendor Hosted Solutions, IaaS,
PaaS, SaaS, software maintenance/support services, or any other type of services.
c) If not already registered in NCEP, the Vendor must register within two (2) days after notification
of contract award.
d) The Vendor must be current on all NCEP fees prior to submitting a response. Otherwise, the State
may disqualify the Vendor from participating in this solicitation.
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.
Is Vendor a Broadcom-authorized Reseller? YES / NO*
*If "Yes", please provide documentation or a link to your reseller status. Please note, if the
answer is "No," your offer may be excluded from further consideration.
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
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
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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 Technically Acceptable Source Selection Method
in accordance with 09 NCAC 06B .0302 Information Technology Procurement.
2.13. POINTS OF CONTACT
Contact by the Offeror with the persons shown below for State contractual and technical matters
related to this IFB is only permitted if expressly agreed to by the purchasing lead named on page
4, 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:
State Contractual Point of Contact State Technical Point of Contact
Patrick Reil NCDOR Technical POC
Contract Specialist Trevor Neyman
Email: patrick.reil@ncdor.gov Director IT Service Operations
Phone: 919-814-1390 Email: tcneyman@ncdor.gov
Phone: (984) 269-3124
NCDOR Business POC
Sandra Ashley
Email: sandra.ashley@ncdor.gov
Phone: (919) 500-6765
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3.0 SPECIFICATIONS
3.1. VENDOR STANDARD AGREEMENT(S)
The State's existing right to use and operate the on-premise Broadcom Autosys software was
established under a prior agreement and perpetual license grant. This Solicitation is solely for
manufacturer software maintenance, technical support, updates, and patches for the North Carolina
Department of Revenue's existing, on-premise deployment. No new software licenses, term
licenses, or Software-as-a-Service (SaaS) subscriptions are being purchased under this Agreement.
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(s). 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.
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.-e. in their offer:
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.
Vendor to enter text here to answer this disclosure question:
b. The corporate structure and location of corporate employees and activities of the Vendor, its
affiliates or any other subcontractors.
Vendor to enter text here to answer this disclosure question:
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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.
Does Vendor agree to provide notice as defined above? YES NO
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.
Does Vendor agree to provide disclosure as defined above? YES NO
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.
______________________________________________________________________________
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
Broadcom Autosys Software Support 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.
3.5.2 SOLUTIONS NOT HOSTED ON STATE INFRASTRUCTURE - Reserved
3.6. ENTERPRISE ARCHITECTURE SPECIFICATIONS
3.6.1 ARCHITECTURE DIAGRAMS- Reserved
3.6.2 IDENTITY AND ACCESS MANAGEMENT - Reserved
3.6.3 INTEGRATION APPROACH - Reserved
3.6.4 DISASTER RECOVERY AND BUSINESS CONTINUITY - Reserved
3.6.5 DATA MIGRATION - Reserved
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3.6.6 APPLICATION MANAGEMENT - Reserved
3.6.7 ACCESSIBILITY - Reserved
ENTERPRISE, SERVICES, AND STANDARDS
Agencies and vendors should refer to the Vendor Resources Page for information on North Carolina
Department of Information Technology regarding architecture, security, strategy, data, digital, identity
and access management and other general information on doing business with state IT process.
The Vendor Resources Page found at the following link: https://it.nc.gov/vendor-engagement-
resources. This site provides vendors with statewide information and links referenced throughout the
RFP document. Agencies may request additional information.
3.7 SPECIFICATIONS - RESERVED
3.8. DELIVERY
Successful Vendor will provide Broadcom Autosys Software within ten (10) consecutive calendar
days after receipt of purchase order electronically to: Trevor Neyman, Email: tcneyman@ncdor.gov
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.
3.9. 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 for five (5) years ("Initial Term"), invoiced annually, and will expire upon
the anniversary date of the effective date unless otherwise stated in the Notice of Award, or
unless terminated earlier.
4.0 FURNISH AND DELIVER
Vendors shall provide the Unit and Extended Costs below to provide a firm, fixed annual support rate for each
12-month period. In accordance with Section 6.0, Paragraph 14, Vendor will annually submit invoices for
payment sixty (60) days prior to the anniversary date of the contract.
YEAR 1: Broadcom Autosys Software Renewal
Period of Performance: October 1, 2026 - September 30, 2027
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Broadcom Autosys Software Support and
Maintenance Renewal
YR 1. CA, Inc. - A Broadcom Company -
CABUNDLE.
CA Technologies - Part#: CABUNDLE
YEAR 2: Broadcom Autosys Software Renewal
Period of Performance: October 1, 2027 - September 30, 2028
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ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Broadcom Autosys Software Support and
Maintenance Renewal
YR 2. CA, Inc. - A Broadcom Company -
CABUNDLE.
CA Technologies - Part#: CABUNDLE
YEAR 3: Broadcom Autosys Software Renewal
Period of Performance: October 1, 2028 - September 30, 2029
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Broadcom Autosys Software Support and
Maintenance Renewal
YR 3. CA, Inc. - A Broadcom Company -
CABUNDLE.
CA Technologies - Part#: CABUNDLE
YEAR 4: Broadcom Autosys Software Renewal
Period of Performance: October 1, 2029 - September 30, 2030
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Broadcom Autosys Software Support and
Maintenance Renewal
YR 4. CA, Inc. - A Broadcom Company -
CABUNDLE.
CA Technologies - Part#: CABUNDLE
YEAR 5: Broadcom Autosys Software Renewal
Period of Performance: October 1, 2030 - September 30, 2031
ITEM # QTY UNIT DESCRIPTION UNIT COST EXTENDED COST
1 1 Each Broadcom Autosys Software Support and
Maintenance Renewal
YR 5. CA, Inc. - A Broadcom Company -
CABUNDLE.
CA Technologies - Part#: CABUNDLE
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