Request for Information (RFI) 20A0400 - Ad Hoc Reporting Solution

The California Department of Transportation (Caltrans) has issued Request for Information (RFI) 20A0400 for an Ad Hoc Reporting Solution intended solely for information-gathering and planning purposes. This RFI does not constitute a formal solicitation for bids or guarantee a contract award. Caltrans seeks to understand commercially available solutions, vendor implementation experience, industry best practices, and potential risks associated with ad hoc reporting systems that can address the department's evolving reporting needs. The procured solution must support ad hoc reporting capabilities for financial data stored in an Oracle Autonomous Data Warehouse within Oracle Public Cloud through a Financial Data Model containing both current and legacy financial data post-FI$Cal migration (scheduled go-live June 30, 2028). The solution must meet 81 specific technical requirements including intuitive parameter input interfaces, SQL query building capabilities, role-based access control with three user tiers (Typical User, Super User, and Administrator), Caltrans Single Sign-On integration, multi-format data visualization with various chart types, scheduling at multiple intervals, version control, and audit logging. Caltrans currently maintains 1,740 active financial data users through CGI Info Advantage, with daily average concurrent users of 57 and peak concurrent usage of 229, representing a critical system for the department serving over 22,000 positions with a budget exceeding $17 billion. Vendor responses must include comprehensive information across seven workbook sections covering vendor background, proposed solutions, implementation methodology, support and maintenance operations, training approaches, requirements mapping, and cost estimates. The deadline for written questions is January 20, 2026, with answers provided by January 27, 2026, and vendor responses are due February 17, 2026, at 3:00 PM Pacific Time via electronic submission using the Vendor Response Workbook.

The RFI documentation does not specify set-aside designations, restrictions on respondent types, or disadvantaged enterprise requirements, indicating this opportunity is open to qualified vendors generally. No incumbent vendor information or current contractor details are identified in the solicitation materials. Caltrans' existing infrastructure includes the current CGI Info Advantage system for financial data management and the planned transition to the FI$Cal system, both of which the proposed ad hoc reporting solution must integrate with or support through the Enterprise Data Warehouse architecture. The solution must accommodate the department's current user volume and query demands while remaining supportable by internal Caltrans staff with minimal latency. No specific contract award values or budget ranges are disclosed in the RFI, as vendors are required to submit their own cost estimates for both one-time implementation costs (hardware, licenses, implementation, training, and maintenance/support) and continuing annual service costs as part of their responses. Selected vendors may be invited to provide solution demonstrations at a later date, with additional requirements to be communicated separately.