Budget and Forecasting Software Solution

Montana State University is soliciting proposals for a budget and forecasting software solution under RFP MSU-RFP-2027-0872, with questions due November 10, 2026 and proposals due December 8, 2026 at 2:00 p.m. MST. The procurement carries no set-aside, preference, or sole-source restriction.

The University seeks a turnkey, web-based solution for budgeting, forecasting, reporting, analytics, and dashboards across its four-campus system: the main campus in Bozeman and affiliate campuses in Billings, Great Falls, and Havre. Required functionality includes higher education-specific capabilities such as complex funding sources, fund accounting, multi-campus budgeting, enrollment-driven planning, strategic resource allocation, and regulatory reporting. Commodity codes cover software as a service, cloud computing services, Oracle and PeopleSoft analysis and programming, accounting services, and statistical services. Expanded data security terms apply.

Offerors advancing to final selection may be required to provide presentations, demonstrations, or interviews, along with a minimum of three references and financial stability documentation. Pricing goes in the Cost Proposal attachment. All costs must be disclosed in the proposal, and undisclosed costs will not be reimbursed. Payment terms are Net 30. The University intends to use its standard contract terms with an attached addendum for any supplier agreement. The successful offeror must register in SmartBuyMSU upon award.

The RFP opened October 27, 2026 at 11:00 a.m. MDT.