Financial Accounting and Data Repository and Analysis Information Systems

The State of North Dakota’s Retirement & Investment Office is seeking a comprehensive, cloud‑based solution split into two distinct categories: a Financial Accounting System (Category A) to replace Microsoft Dynamics GP and provide full GL, AP/AR, expense allocation, and GASB‑compliant reporting; and a Data Repository & Analysis System (Category B) to serve as a scalable data lake, analytics platform, and document management repository for historic performance, custodian data, and reporting needs. The award will be a fixed‑price, multi‑year contract (7‑year cost horizon) with 15 % retainage, requiring integration with Northern Trust custodial feeds, PeopleSoft ERP, and optional AI/ML capabilities. Deliverables include full project lifecycle services—kick‑off, planning, gap analysis, design, configuration, testing, training, implementation, post‑implementation reporting, and close‑out—plus ongoing software maintenance, support, and hosting. The solicitation emphasizes U.S.–based hosting, Azure AD/B2C authentication, WCAG 2.1 AA accessibility, and compliance with state records‑retention and security standards (FedRAMP/HITRUST/StateRAMP). • Category A: Cloud‑based financial accounting SaaS (minimum 20 users) with GL, AP/AR, expense allocation, and PeopleSoft integration. • Category B: Data‑warehouse/analytics platform (minimum 40 users) with daily custodian data ingestion, OCR‑enabled document storage, Power BI reporting, and optional AI features. • Mandatory deliverables: full implementation plan, data migration (GP FY 2023‑2026 + 30 years historic performance), testing, training, and a 7‑year support/maintenance schedule.