Artificial Intelligence Strategy and Literacy Services

The Vendor is required to provide for applied AI and automation within agency, focused on outcomes that improve service quality, risk control, and delivery capacity.
- Without naming specific vendors or AI initiatives, proposals must be outcome-based and technology-neutral, with awareness of state technology ecosystem and responsible-AI direction.
- Primary Objectives
•    Develop a Strategic AI Roadmap for Pension Services
o    Identify how AI can enhance core functions like fraud detection, actuarial analysis, and member engagement.
o    Align AI initiatives with long-term business goals, regulatory requirements, and fiduciary responsibilities.
•    Build AI Literacy Across the Organization
o    Educate staff—from executives to frontline teams—on AI fundamentals, use cases in financial and pension administration services, and ethical considerations.
o    Promote understanding of how AI can support decision-making, improve service delivery, and manage risk.
•    Assess AI Readiness and Infrastructure
o    Evaluate current data systems, governance frameworks, and workforce capabilities.
o    Identify gaps in technology, skills, and processes that need to be addressed before AI adoption.
•    Ensure Responsible and Compliant AI Use
o    Develop guidelines for ethical AI use, especially in areas involving personal financial data and retirement planning.
o    Ensure compliance with state laws, for example, privacy legislation, pension legislation, the Federal Income Tax Act, and other industry standards.
•    Support Change Management and Cultural Adoption
o    Foster a culture of innovation and trust in AI technologies.
o    Provide tools and strategies to manage resistance and encourage adoption across departments.
- AI Maturity Assessment and Literacy Uplift
o    Conduct structured interviews and workshops to assess people, processes, and technology readiness.
o    Produce a concise baseline report identifying gaps, risks, and opportunities.
o    Develop a role-based literacy uplift plan aligned to agency principles and sector context.
o    Ensure findings are actionable and support subsequent governance and prioritization activities.
- Baseline and literacy: conduct workshops and interviews to capture people, processes, and technology insights. Produce a concise baseline with gaps and an actionable literacy plan.
- Governance and controls: define control categories and decision rights for responsible AI. Document operating procedures for accuracy, oversight, security, and audit.
- Use-case identification and prioritization: apply a feasibility-impact lens to identify and stack-rank proponents. No proofs-of-concept.
- Governance, Risk, Security, and Responsible AI Controls
•    Human-in-the-loop for benefit-impacting actions.
•    Safe-output checks and guardrails.
•    Prompt-injection and related input defenses.
•    Dataset and configuration lineage.
•    Model and change logs.
•    Adversarial and red-team testing.
•    Explain ability and audit evidence.
•    Privacy support for act obligations.

- Contract Period/Term: 1 year
- Questions/Inquires Deadline: October 17, 2025