Final EDM RFI.pdf

Request for Information (RFI) Office of the Comptroller of the Currency (OCC) – Department of Treasury Subject: Enterprise Data Management Support Services

1. Introduction

The Office of the Comptroller of the Currency is conducting market research to obtain information on industry capabilities and best practices to support and enhance ongoing Enterprise Data Management (EDM).

This is a request for information only - it does not constitute an Invitation for Bids (IFB), Request for Proposal (RFP), or Request for Quotes (RFQ). This RFI is issued solely for information of available sources and planning purposes, which does not commit the OCC to issue a solicitation (RFQ/RFP) or award a contract for any supply or service whatsoever.

The OCC will not pay for any information or administrative costs incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the Respondents’ expense. Those who respond to this RFI should not anticipate feedback concerning its submission other than acknowledgement of receipt, if the Respondent submits a request for acknowledgement.

2. Background

The EDM program is currently operating in a hybrid environment, with portions of data warehouse and related assets remaining on-premises, while other data sets and analytics workloads are being migrated to the cloud. The objective is to ensure continued stability, interoperability and modernization of both environments while advancing towards a fully cloud-based ecosystem.

The current scope includes:

1. Operations and compliance of the data warehouse platform (On-prem and Cloud)

2. Continued migration and modernization to the cloud data warehouse

3. Platform administration support for Business Objects and Alteryx

Within Informational Technology and Security (ITS), the Enterprise Data Management (EDM) group is responsible for designing, developing, maintaining, and supporting the Data Warehouse Platform, reporting/analytics and other data related products. The government is seeking information from industry to identify proven approaches, capabilities, and best practices for supporting hybrid data management environment and advancing the modernization towards a fully cloud-based architecture.

The government seeks to understand how industry can provide innovative, cost-effective and sustainable solutions:

• Support hybrid EDM operations

• Advance data warehouse modernization

• Strengthen automation, governance and analytics capabilities

3. Requested Information from Vendors

A. Capabilities

• What strategies have you successfully implemented to minimize rework or data model fragmentation during phased migration from on-prem to the cloud

• Outline recommended strategies for sequencing and prioritizing modernization activities to balance risk, operational stability and new capabilities

B. Resourcing/Costs

• Provide examples of staffing models, skill sets and/or labor categories required to support the work defined in the draft PWS

• Are there any additional costs or potential expenses that might arise for data warehouse platform work that should be considered?

C. Contract Service Level Agreements (SLAs)

• What performance metrics or SLAs are most effective in measuring the contract performance?

D. Artificial Intelligence (AI) Enabled Data Management and Analytics Support

• Provide recommendations or lessons learned on ensuring secure and cost-effective adoption of AI within enterprise data management workflows

E. Recommendations and Other

• What other recommendations should OCC consider related to enterprise data management work described in the draft PWS?

• Are there pain points or risks that industry typically encounters in developing and maintaining large scale AWS and Snowflake data warehouse platforms?

4. Response Instructions

Provide your company profile information to include:

a. Company Name and Physical Address

b. Unique Entity ID (UEI) from SAM.gov

c. Small Business Size Status

d. Small Business Socioeconomical Status (if any)

e. GSA Federal Supply Schedule (FSS) contract(s) number/ID (if applicable)

f. Government-wide Acquisition Contract (GWAC) contract number/ID (if applicable)

g. Designated point of contact’s name, title, email, and phone number

Responses should be submitted electronically in Word or PDF (6 pages max, singled-spaced, using 12-point font) to:

Danielle Peña Contract Specialist Email: Danielle.Pena@occ.treas.gov

Response Due Date: Noon ET, Wednesday, November 19, 2025

5. Attachment(s)

Draft Performance Work Statement – Enterprise Data Management Support Services mailto:Danielle.Pena@occ.treas.gov