SOS Next Generation Licensing Platform O&M Support

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Bidders ID:	NBD14408526211704445
Due Date:	Aug 28, 2026
Posted Date:	Jul 27, 2026
Level of Government:	State & Local
State:	Vermont
Agency:	State of Vermont
Category:	49 - Maintenance and Repair Shop Equipment D - Automatic Data Processing and Telecommunication Services R - Professional, Administrative and Management Support Services
Source:	Members Only

TITLE	QUESTIONS DUE	ANSWERS POSTED	DUE DATE	NO POSTING AFTER
SOS Next Generation Licensing Platform O&M Support Bidder Response Form	08/14/2026 04:30PM		08/28/2026 04:30PM

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Department of Buildings and General Services

Office of Purchasing & Contracting

133 State Street, 5th Floor | Montpelier VT 05633-8000

802-828-2211 phone |802-828-2222 fax

http://bgs.vermont.gov/purchasing

Agency of Administration

SEALED BID

REQUEST FOR PROPOSAL

VTSOS NGLP O&M SUPPORT

ISSUE DATE

QUESTIONS DUE

RFP RESPONSES DUE BY

July 27, 2026

August 14, 2026 – 4:30PM (ET)

August 28, 2026 – 4:30 PM (ET)

PLEASE BE ADVISED THAT ALL NOTIFICATIONS, RELEASES, AND ADDENDUMS ASSOCIATED

WITH THIS RFP WILL BE POSTED AT:

http://www.bgs.state.vt.us/pca/bids/bids.php

THE STATE WILL MAKE NO ATTEMPT TO CONTACT INTERESTED PARTIES WITH UPDATED

INFORMATION. IT IS THE RESPONSIBILITY OF EACH BIDDER TO PERIODICALLY CHECK THE

ABOVE WEBPAGEFOR ANY AND ALL NOTIFICATIONS, RELEASES AND ADDENDUMS

ASSOCIATED WITH THIS RFP.

STATE CONTACT: Kyle Emerson, State Purchasing Agent

E-MAIL: SOV.ThePathForward@vermont.gov

USE SUBJECT: VTSOS NGLP O&M SUPPORT

1. OVERVIEW:

1.1. SCOPE AND BACKGROUND: Through this Request for Proposal (RFP) the Vermont Secretary of State,

Office of Professional Regulation (OPR) (hereinafter the “State”) is seeking to establish a contract with a

company that can provide Operations and Maintenance support and enhancements, as required, for

an existing Next Generation Licensing Platform (NGLP) (hereinafter the “System”). The System is built on

a Pegasystem business process management platform, hosted in the AWS cloud. The System’s primary

use is to help manage the State’s responsibilities for overseeing professional licensing, enforcement and

tribunal case management, along with inspection programs.

1.1.1. Summary. OPR is a division within the Office of the Secretary of State. OPR is responsible for

overseeing and managing the regulatory programs for over 180 different professional license types

within 52 professional programs. OPR is seeking proposals from qualified parties who can provide

IT professional services and project management related to the NGLP software application. As the

State transitions to “Phrase Three,” primarily operations and maintenance, there is still a need for

ongoing development and enhancements as described in section 2.

1.1.2. Mission. The State meets its public protection goals through the performance of the following critical

functions, within the confines of its regulatory authority given by the Legislature in Title 3 of the

Vermont Statutes Annotated, Chapter 5, Subchapter 3 and in Title 26 of the Vermont Statutes

Annotated, Chapters 1-93 (excepting Podiatry, Medicine and Surgery, Plumbers and Polygraph

Examiners): 1) Licensing: application and renewal; 2) Inspection; 3) Enforcement including

investigation, prosecution, docket clerk/tribunal case management, and post-discipline monitoring;

4) Communications, Public Records Requests, and Reporting; 5) Legislation and Rule Making; and

6) Administration. OPR’s primary functions are to:

• License qualified individuals and businesses;

• Communicate with licensed professionals and the public;

• Process license renewals of individuals and businesses;

• Manage, properly account for, and report on all fees collected and allocated by profession;

• Conduct investigations and inspections to ensure compliance with generally accepted

standards of practice, conduct, and safety;

• Warn, reprimand, condition, suspend, or revoke licenses when generally accepted

standards of practice, conduct, or safety are not met;

• Inspect our regulated businesses; and

• Administer the regulatory programs in an effective and streamlined manner.

1.1.3. Vision. OPR is a licensing regulation center of excellence (COE) in the State of Vermont. The OPR

COE leverages best practices and procedures to manage and govern all professions assigned to it

by the Legislature. The Legislature and state agencies look to OPR for best practice guidance in

the implementation of the State’s professional licensing. OPR’s current business practices and

supporting technologies are maximizing OPR’s ability to meet its current statutory responsibilities.

OPR has designed and implemented NGLP to maximize its COE. The State of Vermont’s Agency

of Digital Services is looking to NGLP as an enterprise solution that can be used across multiple

State agencies.

1.1.4. Regulatory. The legislative intent behind the creation of OPR is to unify professional regulation

within state government through consolidation and consistent State oversight. Effective and

streamlined process management through the System is the foundation of this work. Our mission is

to protect the public from incompetent or unethical practitioners through a system of licensure and

enforcement actions. OPR engages in an ongoing process of streamlining and harmonizing the

individual regulatory programs to conform to the clear and expressly stated policy of public

protection in the least intrusive way possible. OPR operations, and hence its computing platform

decisions, are also driven by its focus on continually finding efficiencies across multiple professional

programs. Because of this, OPR is often asked to assess the regulation of unregulated professions

in Vermont if it is determined there is a demonstrated risk to the public by not introducing government

to access the workforce. OPR’s landscape changes annually and the System needs to continue to

change with it without disruption to maintenance of other enhancements.

1.2. CONTRACT PERIOD: Any Contract(s) arising from this RFP will be for a period of 3 years with an option

to renew for up to two additional twelve-month periods. The State anticipates the start date for such

contract(s) will be December 2026.

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1.3. SINGLE POINT OF CONTACT: All communications concerning this RFP are to be addressed in writing to

the State Contact listed on the front page of this RFP. Actual or attempted contact with any other individual

from the State concerning this RFP is strictly prohibited and may result in disqualification.

1.4. QUESTION AND ANSWER PERIOD: Any bidder requiring clarification of any section of this RFP or

wishing to comment on any requirement of the RFP must submit specific questions in writing no later than

the deadline for question indicated on the first page of this RFP. Questions may be e-mailed to the point of

contact on the front page of this RFP. Questions or comments not raised in writing on or before the last

day of the question period are thereafter waived. At the close of the question period a copy of all questions

or comments and the State's responses will be posted on the State’s web site

http://www.bgs.state.vt.us/pca/bids/bids.php . Every effort will be made to post this information as soon as

possible after the question period ends, contingent on the number and complexity of the questions. All

information provided by vendors during this process will be public and bidders shall not provide confidential

information, except as described in 4.1 below.

1.5. CHANGES TO THIS RFP: Any modifications to this RFP will be made in writing by the State through the

issuance of an Addendum to this RFP and posted online at http://www.bgs.state.vt.us/pca/bids/bids.php .

Modifications from any other source are not to be considered.

2. DETAILED REQUIREMENTS/DESIRED OUTCOMES:

2.1. The State of Vermont is looking for a well-qualified firm (preferably an established Pega Partner) that can

provide operations and maintenance (O&M) support for the System and undertake future projects to enhance

the System. We are interested in obtaining bids for the O&M work and a rate card for the enhancement work,

that enables the state to meet the following business need(s):

2.1.1. Manage the development, quality assurance, maintenance and support activities;

2.1.2. O&M activities that provide software maintenance, quality assurance, and support of the existing

software application, to include modifications or updates to existing functionality to correct any errors

that cause software malfunctions;

2.1.3. O&M activities that implement frequent routine changes in the State regulatory environment;

2.1.4. O&M activities that manage and support APIs and data file feeds;

2.1.5. O&M activities that manage and support system reporting capabilities;

2.1.6. A rate card for implementing changes to UI/UX that elevates the System to WCAG 2.1 Level AA

compliance;

2.1.7. A rate card for performing UI/UX development to enhance efficiency and usability for internal/external

users;

2.1.8. A rate card for enhancement work to implement more complex changes in the State regulatory

environment, including onboarding of new licensed professions and programs; and,

2.1.9. A rate card for enhancement work involving analysis, design and software development of new

features, capabilities, and functions as may be determined and required by the State to support

current and near future operations;

Items 2.1.1 through 2.1.5 should be included in your bid price while items 2.1.6 through 2.1.9 will be defined

in the future and executed through additional SOWs or contract modifications and priced based on a rate

card to be included in your bid.

2.2. The State of Vermont seeks to achieve the following Business Value(s):

2.2.1. Current Capabilities: The following categories are available in the System and require continued

development and maintenance throughout the contract:

2.2.1.1. Business Enablement: Ability for the State to create and manage licensing applications and

templates through a software component known as “the configurator.”

2.2.1.2. Role-Based Access: The System provides the State with the ability to provision (via

configuration) its organizational access policy as role-based access rules. The System uses

these rules to control access to all its capabilities and data. Access to data is configurable across

the System data model.

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2.2.1.3. Workflow and Task Management: The System workflow engine provides modeling and

automation of business processes, provides automated alerts, notifications, task delegation and

escalation, and sets status and database events or changes to its data. The System workflow

engine provides a robust rules engine that implements decision logic within the workflow and

provides multiple pathways through any given business workflow. The workflow engine also

provides reporting functionality, work baskets, and work lists to assist in the management of

tasks. The System allows internal users and supervisors the ability to view the status of all tasks

for an individual and/or team.

2.2.1.4. Document Management: The System provides document templates that enable the State to

create documents from a collection of customized templates. The System automatically pre-

populates document templates with available content. The System automatically stores

documents that are e-mailed to individuals and provides the capability for licensees to upload

documents, as required by their application or other inquiries, such as continuing education or

for audit purposes.

2.2.2.Customer Service Improvement: The new engagement will look to provide improvements to user

interface and user experience, creating a better customer service model.

2.3. System Enhancements / Non-Functional Requirements

2.3.1.The State’s System Enhancements will be found in Attachment E and Non-Functional Requirements

are provided in the attached State of Vermont Bidder Response Form (Exhibit C).

2.3.2.The System Enhancements (Attachment E) are informational only. The list of user stories is to provide

awareness to potential bidders of the future work the State will require through a contract agreement.

We do not expect responses from potential bidders, nor will we take into consideration any responses

(i.e., scoring) that are provided to the State in a bidder’s response. However, we do expect bidders to

have the expertise and compacity to fulfill future requests for this type of work.

2.3.3.The Non-Functional Requirements include requirements for the following:

2.3.3.1. Personnel Security Program

2.3.3.2. Processes

2.3.3.3. Hosting

2.3.3.4. Application Environment

2.3.3.5. Portability

2.3.3.6. Support

2.3.3.7. Data Compliance: Solutions must adhere to applicable State and Federal standards, policies

and laws. The Bidder Response Form includes a table of data types and their appliable State

and Federal standards, policies, and laws. The boxes on the table that are checked are the

ones that are applicable to this procurement.

3. GENERAL REQUIREMENTS:

3.1. PRICING: Bidders must price the terms of this solicitation at their best pricing. Any and all costs that Bidder

wishes the State to consider must be submitted for consideration. If applicable, all equipment pricing is to

include F.O.B. delivery to the ordering facility. No request for extra delivery cost will be honored. All

equipment shall be delivered assembled, serviced, and ready for immediate use, unless otherwise requested

by the State. The State is looking for two pricing components in your bid, a fixed price for O&M activities and

defined enhancements as mentioned in items 2.1.1 through 2.1.5, and a rate card for future work not defined

in this RFP as described in items 2.1.6 through 2.1.9.

3.1.1. Prices and/or rates shall remain firm for the initial term of the contract. The pricing policy submitted by

Bidder must (i) be clearly structured, accountable, and auditable and (ii) cover the full spectrum of materials

and/or services required.

3.1.2. Cooperative Agreements. Bidders that have been awarded similar contracts through a competitive

bidding process with another state and/or cooperative are welcome to submit the pricing in response

to this solicitation.

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3.2. STATEMENT OF RIGHTS: The State shall have the authority to evaluate Responses and select the

Bidder(s) as may be determined to be in the best interest of the State and consistent with the goals and

performance requirements outlined in this RFP. The State of Vermont reserves the right to obtain clarification

or additional information necessary to properly evaluate a proposal. Failure of bidder to respond to a request

for additional information or clarification could result in rejection of that bidder's proposal. To secure a project

that is deemed to be in the best interest of the State, the State reserves the right to accept or reject any and

all bids, in whole or in part, with or without cause, and to waive technicalities in submissions. The State also

reserves the right to make purchases outside of the awarded contracts where it is deemed in the best interest

of the State.

3.2.1. Best and Final Offer (BAFO). At any time after submission of Responses and prior to the final

selection of Bidder(s) for Contract negotiation or execution, the State may invite Bidder(s) to provide a

BAFO. The state reserves the right to request BAFOs from only those Bidders that meet the minimum

qualification requirements and/or have not been eliminated from consideration during the evaluation

process.

3.2.2. Presentation. An in-person or webinar presentation by the Bidder may be required by the State if it

will help the State’s evaluation process. The State will factor information presented during

presentations into the evaluation. Bidders will be responsible for all costs associated with providing the

presentation.

3.3. CONFLICTS OF INTEREST:

3.3.1. Organizational Conflict of Interest (OCOI): An OCOI arises when a bidder as a business entity has

interests (for example, customers, partners, contracts) that could undermine, or reasonably be

perceived to undermine, its faithful and unbiased performance of a contract with the State that may

result from this solicitation.

3.3.2. Personal Conflict of Interest (PCOI): A PCOI arises when an interest held by an individual, agent or

employee of a bidder could undermine, or reasonably be perceived to undermine, its faithful and

unbiased performance of a contract with the State that may result from this solicitation.

3.3.3. Requirements: The State does not seek to contract with any individual or business entity having a

conflict of interest which cannot be mitigated to the State’s satisfaction. To ensure the State’s

awareness of actual, potential, or reasonably perceived PCOIs and OCOIs, bidders shall:

a) Prior to submitting a proposal, conduct an internal review of its current affiliations and activities and

identify actual, potential, or reasonably perceived PCOIs or OCOIs relative to a contract with the

State that may result from this solicitation.

b) Disclose in your proposal any actual or potential PCOI or OCOI or the existence of any facts that

may cause a reasonably prudent person to perceive a PCOI or OCOI with respect to a contract with

the State that may result from this solicitation. Disclose, also, any actions proposed to mitigate the

PCOI or OCOI.

3.3.4. The State shall have sole discretion to determine whether a PCOI or OCOI can be mitigated to the

State’s satisfaction and may discuss the conflict with the bidder if and to the extent the State deems

discussion necessary to its determination. The State reserves the right to (a) reject from further

consideration any proposal having a PCOI or OCIO that cannot be mitigated to the State’s full

satisfaction and (b) terminate a contract upon discovery that a contractor failed to disclose facts

pertaining to a PCOI or OCOI in its proposal, or otherwise misrepresented relevant information to the

State.

3.4. WORKER CLASSIFICATION COMPLIANCE REQUIREMENTS: In accordance with Section 32 of The

Vermont Recovery and Reinvestment Act of 2009 (Act No. 54), Bidders must comply with the following

provisions and requirements.

3.4.1. Self Reporting: For bid amounts exceeding $250,000.00, Bidder shall complete the appropriate section

in the attached Certificate of Compliance for purposes of self-reporting information relating to past

violations, convictions, suspensions, and any other information related to past performance relative to

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