1452724-event.pdf

28 October 2026

Budget and Forecasting Software Solution Montana State University is soliciting proposals for a Budget and Forecasting Software Solution.

28 October 2026

Open 10/27/2026, 11:00 AM MDT Type Request for Proposal Close 12/8/2026, 2:00 PM MST Number MSU-RFP-2027-0872 Currency US Dollar

Sealed Until 12/8/2026, 2:00 PM MST

Payment Terms 0% 0, Net 30

28 October 2026

Contacts Cheri Toeniskoetter Cheri.toeniskoetter@montana.edu

Phone +1 406-994-3212

28 October 2026

Commodity Codes Commodity Code Description 0911 Computing Equipment & Software - Software as a Service (SaaS) 0910 Computing Equipment & Software - Software 1003 Computing Services - Cloud Services 1016 Computing Services - Oracle Analysis & Programming 1017 Computing Services - PeopleSoft Analysis & Programming 1801 Financial Services - Accounting Services 1815 Financial Services - Statistical

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Description Montana State University (MSU) is a four-campus university system consisting of the main campus in Bozeman and three affiliate campuses located in Billings, Great Falls, and Havre, as well as three agencies serving across the state of Montana. The units vary in size, organizational structure, student and employee populations, and the complexity of their budgeting, forecasting, reporting, and financial management needs.

The purpose of this procurement is to acquire and implement a comprehensive, turnkey, web-based budgeting, forecasting, reporting, analytics, and dashboard solution that supports the University's financial planning and management needs across all four campuses. The solution must address the unique needs of higher education, including complex funding sources, fund accounting, multi-campus budgeting, enrollment-driven planning, strategic resource allocation, and regulatory reporting requirements.

Required to View Event

Prerequisites Required to Enter Bid

28 October 2026

1. Review and accept the single point of contact information.

2. Review and accept the University's instructions for submitting a proposal.

3. Review and accept the contract term.

4. Review and accept our RFP general information.

5. Review and accept the University's insurance requirements.

6. Review and accept the instructions and schedule for the Offerors' Questions and University's Response.

7. Please review and accept the University's acceptance terms.

8. Review and accept the minimum score requirement.

9. Review and accept the University's Right to Investigate and Reject clause.

10. Review and accept the University's Mandatory Requirements clause.

11. Review and accept the University's Cooperative Purchasing clause.

12. Review and accept the Presentation/Demonstration/Interview requirement.

13. Review and accept the University's Financial Stability requirement.

14. Review and accept the University's Debarment clause.

15. Review and accept the Prime Contractor/Subcontractors information.

16. Review and accept the University's Standard Terms and Conditions.

17. Review and Accept the University's Expanded Data Security Terms.

18. Review and Accept the University's Contract Addendum.

19.

Review and accept the Sample Contract found in the Buyer Attachment section of this RFP. Requests for additions or exceptions to the Contract terms, including any necessary licenses, or any added provisions must be submitted to the Procurement Officer referenced above by the date for receipt of questions, as stated in the Schedule of Events. Any request must be accompanied by an explanation of why the exception is being sought and what specific effect it will have on the Offeror’s ability to respond to the RFP or perform the Contract. The University will make any final determination of changes to the standard terms and conditions and/or contract. The University intends to use our Contract for this agreement but may consider utilizing a supplier's agreement instead with the University Addendum attached.

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Buyer Attachments

1. Attachment 1 Scope of Project (2).docx

2. Attachment+2+Cost+Proposal .docx

3. Technical Specifications.docx

4. RFP_Evaluation Criteria.docx

5. Draft Contract

6. Standard Terms and Conditions

7. University Contract Addendum to be applied to any supplier agreement utilized

8. Data Security Terms

28 October 202628 October 202628 October 202628 October 202628 October 202628 October 2026 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMTMzODg3NzBBdHRhY2htZW50IDEgU2NvcGUgb2YgUHJvamVjdCAoMikuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMjA1ODExMTlBdHRhY2htZW50KzIrQ29zdCtQcm9wb3NhbCAuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMTMzMzk1MDNUZWNobmljYWwgU3BlY2lmaWNhdGlvbnMuZG9jeA%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMTMzNDY0ODNSRlBfRXZhbHVhdGlvbiBDcml0ZXJpYS5kb2N4&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMTYyNzI5NjEyMDI2LTEwLTEzXzIwMjctQSZGLTAxNTcxXy1fU3RhbmRhcmRfQWdyZWVtZW50Xyh2ZXJzaW9uXzMpLmRvY3g%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMDU2NTYwNTFQRC03OCBNU1UgU3RhbmRhcmQgVGVybXMgIENvbmRpdGlvbnNfMTEuMjQuMjAyNW1zdUxDLnBkZg%3D%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMDU2NTU5MDZQRC04MCBTT0ZUV0FSRSBVbml2ZXJzaXR5IENvbnRyYWN0IEFkZGVuZHVtXzExSlVOMjAyNi5wZGY%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9 https://bids01.jaggaer.com/apps/Router/PublicEventDownload?file=U291cmNpbmdldmVudC8xNDUyNzI0LTIxMDU2NTU3NjZQRC04MyBEYXRhIFNlY3VyaXR5IFRlcm1zLmRvY3g%3D&auth=MDpBRVMyI0NQNVp4a2IvSnkxZDNIUm81TGpka2h4M0V4bkpBZDlVSkVFUnk5WnZrK2l5eGZjOVRGNkRHUlU9

Questions Required Questions

Group 1: General Instructions:

1.1 I understand it is my responsibility to check the Public Q&A board before submitting my proposal.

1.2 I understand that to ensure my questions will be answered, they should be submitted to the public Q&A board by November 10, 2026. Questions may be submitted after this deadline but there is no guarantee that late questions will be answered.

1.3 Submit a current W-9.

1.4 Provide company name used on invoices.

1.5 Provide complete remit to address for payments if it differs from the address on the W-9.

1.6 Provide contact information for the contract liaison: __________ is Contractor's liaison.

(Address): (City, State, ZIP): Telephone: Cell Phone: Fax: E-mail:

1.7 Provide name, title and email address for Contract signatory.

1.8 The University routes Contracts for signature via DocuSign. Please provide names & emails for additional personnel that should receive a copy of the Contract within your company, other than the Contract’s liaison or signatory stated above.

1.9 I understand that any and all costs associated with my product or service must be disclosed in my proposal. Any and all costs not disclosed in my proposal will be deemed non-applicable. I understand the University is not liable to pay any cost that was not disclosed in my proposal.

1.10 I understand if awarded the Contract, I will be required to register in SmartBuyMSU, Montana State University's e-procurement solution powered by Jaggaer.

1.11 Provide contact information for the Supplier Registration Information: is Accounting/Financial liaison. (Address): (City, State, ZIP): Telephone: Cell Phone: Fax:

E-mail

Group 2: Requirements Instructions:

2.1

I understand that if Offeror advances to the final selection process, Offeror may be required to provide a minimum of three (3) references that have used the services of the type proposed in this RFP, preferably within the last three (3) years. These references may be contacted to verify Offeror’s ability to perform the contract. The University reserves the right to use any information or additional references deemed necessary to establish the ability of the Offeror to perform the conditions of the contract.

Negative references may be grounds for proposal disqualification.

2.2

Specify how long the individual/company submitting the proposal has been in the business of providing supplies and/or services similar to those requested in this RFP and under what company name. Offeror should provide a complete description of any relevant past projects, including the supply/service type and dates the supplies and/or services were provided. A resume or summary of qualifications, work experience, education, skills, etc., which emphasizes previous experience in this area should be provided for all key personnel who will be involved with any aspects of the contract.

2.3 Provide information as to Offeror’s ability to meet specifications specifically detailed in the Buyer Attachment Section. Offeror shall respond to each requirement and provide information on its ability to meet these specifications.

2.4 Provide examples of sample reports your solution can provide.

2.5 Provide a list of implementations of the proposed products, offered in your RFP response, in the last five years as well as customer Point of Contact information. This information may be used to determine responsibility of the Offeror to perform the required services.

2.6

Provide the University a list of any outstanding or previous litigation, which involved the proposed products or services offered in your RFP response. This information may be used to determine responsibility of the Offeror to perform the required services. If additional space is needed to respond, please upload your response in the Supplier Attachment Section.

2.7 Provide a work plan and the methods to be used that will convincingly demonstrate to the University what the Offeror intends to do; the timeframes necessary to accomplish the work; and how the work will be accomplished to meet the Contract requirements as more specifically detailed above in the Buyer Attachment Section.

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2.8

I understand at the University’s discretion, it may require confirmation of Offeror’s financial stability. Although it is not required to be submitted with Offeror’s proposal, this information may be requested before RFP award and will be scored on a pass/fail basis, at the University’s discretion. Therefore, offerors should be prepared to demonstrate their financial stability to supply, install and support the services specified by: (1) providing financial statements, preferably audited, for the 3 consecutive years immediately preceding the issuance of this RFP, and (2) providing copies of any quarterly financial statements that have been prepared since the end of the period reported by its most recent annual report.

2.9 Submit offeror's standard software/service solution agreement if you would like it considered for use. The University intends to use our Contract for this agreement but may consider utilizing a supplier's agreement instead with the University Addendum attached.

2.10 I understand that the Addendum attached will apply to Offeror's agreement to ensure the agreement is in compliance with Montana law.

Group 3: Evaluation Criteria Instructions:

3.1 I understand the RFP will be evaluated based on the scoring criteria as found in the Buyer Attachment section of this RFP.

Group 4: Verification of Nondiscrimination Against Firearms Entities/Trade Associations.

Instructions:

Instructions: Offeror’s certification is made in compliance with and in reference to HB 356, Ch.

193, Mont. L. 2023 (HB 356) and the terms defined therein. If Offeror determines the provisions of HB 356 do not apply to Offeror or the contract to be awarded under this RFP, Offeror shall submit a statement setting forth in detail the basis for such determination.

4.1

a. Offeror does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association during the term of any contract it is awarded under this solicitation; and b. Offeror will not discriminate against a firearm entity or firearm trade association during the term of any contract it is awarded as a result of this solicitation.

4.2 If Offeror is unable to make both of the certifications in part 1, either now or during the anticipated term of the contract to be awarded as a result of this RFP AND If Offeror determines the provisions of HB 356 do not apply to Offeror or the contract to be awarded under this RFP, Offeror shall submit a statement setting forth in detail the basis for such determination.

Group 5: AI Usage Instructions:

5.1 Was artificial intelligence technology used in the development or completion of any portion of this proposal?

5.2 Identify the portion(s) of the proposal that were developed using AI, and provide a detailed response used to ensure that all AI-generated content has been reviewed and validated by a named human subject-matter expert who claims responsibility for accuracy.

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Product Line Items Product Line Items

There are no Items added to this event.

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Service Line Items Service Line Items

There are no Items added to this event.

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