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Coastal Carolina University - Procurement Services·South Carolina

Cloud Based Financial reporting and process automation software

Closes 3/30/2026$50k – $500kRequest for Information
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Description

Coastal Carolina University is seeking information from vendors that offer cloud-based financial reporting and process automation software solutions capable of meeting the University’s needs. The University is looking for solutions that can support controlled, auditable, multi-user financial reporting workflows, including the integration of enterprise financial data and narrative content. The solution should be able to interface with and import data from Colleague by Ellucian, the University's general ledger system, and format imported data into financial statements and related footnotes and disclosures. • Ability to support multiple users collaborating simultaneously on the same report • Ability to assign roles, permissions, and approvals • Version control and audit trail capabilities • Ability to create configurable workflows • Task assignment and progress tracking functionality • Visibility into status and completion of reporting tasks • Systematic validation across the full ACFR • Ability to validate values embedded in narrative text against financial statements • Controls that support audit readiness and data integrity • Ability to customize formatting, including logos, signatures, and graphics • Ability to generate publication-ready reports • Ability to retain and roll forward prior-year data • Support for multi-year reporting continuity

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Tracy Okeefe(Procurement Officer)

[email protected]

(843) 349-2741

Key dates

Opened
3/19/2026
Closes
3/30/2026

Last updated

Details

Type
Request for Information
Industry
Information Technology and Software Development
NAICS
511210
Solicitation №
CCU-9300778

Budget estimate

$50,000 – $500,000

The budget for this opportunity is difficult to estimate as it is a Request for Information and not a solicitation for a specific contract. However, based on the scope of the project, which involves cloud-based financial reporting and process automation software solutions, the budget could be in the range of $50,000 to $500,000. This estimate is based on the assumption that the University is looking for a comprehensive software solution that can meet its financial reporting and process automation needs. The actual budget could be higher or lower, depending on the specific requirements of the University and the proposals submitted by vendors.

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