RFI for Investment Data Platform
Overview
Fit Score
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SUMMARY
KEY REQUIREMENTS
TIMELINE
Issuance of RFI: May 18th, 2026
Deadline for Submission of Questions: May 29th, 2026
Release of Answers to Questions: June 15th, 2026
Deadline for Submission of Responses: June 29th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Texas Comptroller Of Public Accounts
DESCRIPTION
The agency is seeking information from vendors regarding a modern investment data platform that can address their investment, accounting, operations, performance, and risk reporting requirements through a centralized and governed data platform. The platform should provide robust data strategy, architecture, and integration capabilities, including support for batch and streaming data ingestion, scheduling, schema evolution, metadata harvesting, and error handling. Vendors are expected to detail features related to data governance such as stewardship workflows, approval processes, and a comprehensive governance operating model.
Essential aspects also include data quality tools for profiling, rule management, monitoring, alerting, and workflow management for exceptions and remediation. The platform should offer end-to-end data lineage and metadata management, with master data management functionalities for various investment domains. Additional requirements include analytics, reporting and distribution options (SQL, APIs, semantic layers, BI tools), as well as operational administration like monitoring, scaling, permissions, data pipelines, and cost governance.
Vendors are also asked to describe their project management approach, methods for gathering investment data requirements, defining scopes for ingestion, harmonization, governance, and quality, as well as strategies for implementation and collaboration with agency personnel to ensure agency ownership of key decisions. All questions regarding this RFI must be submitted by May 29, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due June 29, 2026. Questions must be submitted by May 29, 2026.
- Who issued this RFP?
- It was issued by Texas Comptroller Of Public Accounts. The work is located in Austin, Texas, United States.
- Who is a good fit for this opportunity?
- Firms specializing in investment data platforms and financial data management
- Experience with data governance, integration, and quality in large organizations
- Proven expertise in delivering solutions for government or large agencies
- Strong background in project management and collaboration with public sector clients
- Ability to provide ongoing technical support and platform evolution
Analysis generated by Settle AI from the source RFP.
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