RFQ Workiva Maintenance Agreement

The Maryland State Retirement Agency (SRA) is issuing a Request for Quote (RFQ) for an annual maintenance agreement to support the Workiva Connected Government Financial Reporting Solution. The procurement seeks a single qualified contractor to provide maintenance services for the Pension Reporting Solution, which will enable the Agency to streamline the creation of its Annual Comprehensive Financial Report (ACFR). The contracted services will include access to the SLED Pension Reporting Advanced workspace, with two specific line items: the SLED Pensions Reporting Advanced annual maintenance agreement for assets valued between $25 billion and $100 billion (WK-S-PREN2-2) and Workiva Generative AI services (WK-GENAI-2). The contract term runs for one year, from June 1, 2026, through May 31, 2027, and quotes must be submitted by May 8, 2026, at 5:00 P.M. local time via eMarylandMarketplace (eMMA). The contractor must be an authorized provider of Workiva Software and must submit all applicable software licensing agreements, End User License Agreements (EULAs), Enterprise License Agreements, and other terms and conditions with their quote. Award will be made to the responsible contractor submitting the responsive quote with the lowest total price under a firm fixed-price arrangement with no guaranteed minimum or maximum usage. Payment terms require the State to pay invoices within thirty days of receipt.

This procurement contains no federal funding, Small Business Reserve (SBR) requirement, Minority Business Enterprise (MBE) goal, or Veteran-Owned Small Business Reserve (VSBR) goal; however, Minority Business Enterprises are encouraged to respond. The RFQ includes provisions for termination for convenience, termination for default, and termination for non-appropriation, and is governed by Maryland law and COMAR regulations. The State is exempt from federal excise taxes, Maryland sales and use taxes, and District of Columbia sales taxes, though the contractor may be liable for such taxes. No incumbent vendor or current contractor information is specified in the available documentation. Invoices must be submitted to Contract Manager Tonia Shultz at tshultz@sra.state.md.us. While specific budget information is not disclosed in the RFQ summary, the procurement is structured to support the maintenance and enhancement of a sophisticated financial reporting solution for a government pension system managing assets between $25 billion and $100 billion.