Attachment_A_Agency_Purpose.pdf

Attachment A

OMES Central Purchasing | October 2025 Attachment A: Agency Solicitations | Page 1 of 3

AGENCY SOLICITATIONS

SOLICITATION NO. EV00000991

This solicitation is a contract document and is a request for proposal in connection with the contract awarded on behalf of the Oklahoma State Department of Education (OSDE) by the Office of Management and Enterprise Services as more particularly described below. Any defined term used herein but not defined herein shall have the meaning ascribed in the General Terms or other contract document.

1.1 PURPOSE

The Office of Management and Enterprise Services (OMES) Central Purchasing division is seeking responses on behalf of the Oklahoma State Department of Education (OSDE) from potential vendor to provide a contract for the purchase of a vendor capable of developing a master Power BI dashboard and continuously expanding the suite of dashboards, data models, workflows, and financial reporting views as needs evolve. The selected vendor must be able to build a comprehensive foundational dashboard and iteratively expand the environment over time. A contract resulting from this solicitation may be designated for use as a statewide contract. See 74 O.S. § 85.5(G)(3).

The contract is awarded on behalf of the OSDE for a vendor capable of developing a master Power BI dashboard and continuously expanding the suite of dashboards, data models, workflows, and financial reporting views as needs evolve.

2. Contract Term and Renewal Options

1.1 The initial contract term, which begins on the Date of Award through June 30th, 2027, with five (5) one-year options to renew the contract.

3. Solicitation Criterion

3.1 The bid will be evaluated using a best-value criterion, based on the following:

3.1.1 Mandatory Requirements

3.1.2 Scope of Service

3.1.3 Performance Activities

3.1.4 Price

3.2 In awarding of the contract, there shall be a three-percentage point bonus given to service-disabled veteran businesses doing business as Oklahoma firms, corporations or individuals, or which maintain Oklahoma offices or places of business. See O.S. §74-85.44E and OMES Form

CP076.

4. Mandatory Requirements

4.1 The Bid Response shall show the ability of the Bidder to meet or exceed the following mandatory requirements:

4.1.1 Vendor must have a minimum of 5 years of Power BI dashboard experience.

4.1.2 Vendor must have experience designing and maintaining enterprise Power BI dashboards.

4.1.3 Vendor must have direct experience with governmental accounting experience, state fiscal policies, and regulatory compliance.

4.1.4 Vendor must have prior advisory work at a Comptroller or equivalent senior financial management level.

4.1.5 Vendor must have experience with technical expertise in business intelligence, data modeling, and financial analytics.

4.1.6 Vendor must have experience with PeopleSoft and SharePoint data modeling.

4.1.7 Vendor must have experience and the ability to construct full BI data models including

DAX, relationships, and calculated fields.

4.1.8 Vendor must have state reconciliation practices and annual reporting.

5. Scope of Service

OMES Central Purchasing | October 2025 Attachment A: Agency Solicitations | Page 2 of 3

5.1 The vendor must state in its response any experience it has with each requirement and exactly how it plans to comply with all requirements of this section, providing detailed information and stating affirmatively its understanding of the requirements:

5.1.1 Vendor shall explain their ability to deliver high-level, Comptroller-grade accounting advisory services, including expert guidance on financial management, regulatory compliance, and strategic fiscal planning.

5.1.2 Vendor shall provide any experience documenting accounting workflows, internal controls, and audit-ready processes.

5.1.3 Vendor shall provide any experience demonstrating compliance with OMES statewde IT, procurement, and governance standards.

5.1.4 Vendor must demonstrate their capability to work within OSDE/OMES Power BI governance requirements.

5.1.5 Vendor must ensure compliance with OMES governance, security, and statewide standards.

6. Performance Activities

6.1. The vendor must state in its response any experience it has with each activity and exactly how it plans to complete all activities of this section, providing detailed information and stating affirmatively its understanding of the activities:

6.1.1 Vendor must prepare and deliver dashboards that support annual audit cycles.

6.1.2 Vendor must prepare and maintain dashboards for GAAP Package tracking.

6.1.3 Vendor must prepare and maintain dashboards for the Schedule of Expenditures of

Federal Awards (SEFA).

6.1.4 Vendor must ensure no vendor-exclusive dependencies for long-term use or enhancement.

6.1.5 Vendor must design and build a new Power BI dashboard suite for the Comptroller’s Office from scratch, along with ongoing expansion.

6.1.6 Vendor must connect, ingest, and model data from OSDE PeopleSoft, SharePoint, and other required data sources.

6.1.7 Vendor must identify and integrate all fields required for accurate reconciliation, including non-standard PeopleSoft sources.

6.1.8 Vendor must develop the full data model, table structures, DAX measures, and relationship maps.

6.1.9 Vendor must provide monthly dashboard maintenance.

6.1.10 Vendor must complete ad-hoc dashboard and reporting requests as needed.

6.1.11 Vendor must deliver technical documentation outlining all data connections, transformation logic, and design decisions.

6.1.12 Vendor must build all dashboards within the OSDE/OMES Power BI tenant with OSDE owning all files from day one.

6.1.13 Vendor must coordinate with OSDE IT / OMES for environment setup and access provisioning.

6.1.14 Vendor must deliver documentation in numbered decimal format per OMES procurement requirements.

7. Pricing

7.1 The response to pricing shall be proposed on Exhibit 1.

7.2 Value-added products and/or services within scope of the Acquisition should be included on a separate document.

8. Executive Summary and Company Information shall be included in Exhibit 2: Executive Summary and

Company Information.

9. All technical responses. Located in section 7.7 of Bidder Instructions and must be submitted in same format.

10. Third-party vendors are not permitted.

OMES Central Purchasing | October 2025 Attachment A: Agency Solicitations | Page 3 of 3