RFI FTB-1516-Data Archive Solution

The California Franchise Tax Board (FTB) is conducting a Request for Information (RFI) for a comprehensive data archive solution targeting structured data from its Personal Income Tax program. The procurement seeks an enterprise-wide secure system capable of archiving approximately 1 terabyte of data, with specific requirements for searching, retrieving, viewing, and printing archived taxpayer information using various identifiers such as Taxpayer ID, Social Security Number, and name. The solution must interface with FTB's existing infrastructure, support DB2 on AIX or SQL Server databases, and provide one-second response times for data retrievals. Technical requirements mandate robust data management, including maintaining referential integrity, preventing data loss, and adhering to NIST SP 800-53 and FTB Information Security Standards. Key deliverables include a system that can archive data individually and in batch processes, create reports, implement data hold procedures, and enforce attribute-based access controls. The RFI timeline included release on February 11, 2016, with questions due by February 16, 2016, state responses by February 19, 2016, and final RFI responses due by February 26, 2016 at 4:00 PM Pacific Time.

The RFI does not explicitly specify set-aside designations for disadvantaged enterprises. The current FTB environment comprises an IBM Enterprise Class Server mainframe with ADABAS and DB2 databases, distributed computing environments with UNIX and Windows servers, and a network infrastructure supporting approximately 6,000 clients. No incumbent vendor or existing archiving solution is currently in place. The solution must be on-premise and run on distributed server platforms (UNIX, Linux, or Windows), with a data retention requirement of 13 years. Offshore services are prohibited, and while disaster recovery is not mandatory, it may be considered an additional feature. Vendors are required to provide estimated catalog pricing for the solution, broken down into one-time and continuing IT project costs across a three-year period from July 1, 2016, through June 30, 2019. The pricing is for planning purposes only and not considered a formal bid, with an expectation that the solution will be scalable to accommodate potential future unstructured data types. Respondents must provide comprehensive component lists, hardware and software specifications, and leverage any available procurement agreements through the Department of General Services.