RFO 5000003221 Business Intelligence & Data Warehouse Generative BI Data Analytics

The California State Teachers' Retirement System (CalSTRS) has issued Request for Offer (RFO) #5000003221 for a comprehensive Business Intelligence & Data Warehouse (BI&DW) Generative BI Data Analytics technology project. The procurement seeks an experienced technology services contractor to advance CalSTRS' existing business intelligence platform by integrating generative AI capabilities into an enterprise-level GenBI/agentic AI platform. Key deliverables include identifying high-impact GenBI use cases, designing a detailed architectural framework, assessing current data governance structures, and potentially implementing one or more GenBI use cases. The contractor must propose an Engagement Manager and at least one GenBI Data Analytics Consultant, with work to be performed on-site 2-3 business days per week at CalSTRS headquarters in West Sacramento. The total services period may extend up to twelve months, with tasks 1-3 expected to be completed within six months, and the proposal is due on July 15, 2025, with an estimated project start in August/September 2025. Critical requirements include strict compliance with CalSTRS' information security protocols, robust data input/output validation, rigorous testing, and transparency in algorithm updates.

The contract will be awarded through the California Multiple Award Schedules (CMAS) and involves pricing based on deliverables and hourly rates, with a 10% holdback retained from each task except the final task. While no specific set-aside designations are explicitly mentioned, the procurement requires contractors to undergo background investigations and adhere to stringent data protection and AI technology guidelines. The project emphasizes protecting CalSTRS' sensitive information and maintaining high standards of data governance. Prospective bidders must demonstrate extensive expertise in generative AI, business intelligence architecture, and enterprise-level data analytics platforms. Although a specific budget range is not disclosed, the comprehensive nature of the project and the requirement for on-site work suggests a significant investment in advanced technological capabilities. The solicitation indicates a sophisticated technological transformation effort focused on enhancing data-driven decision-making through cutting-edge generative AI integration.