The State Controller’s Office of California issued a three‑year, cloud‑based SaaS procurement (RFQ‑ITS ESAR70126Z) for the Workiva platform, covering four key applications used for financial reporting, policy management, management reporting, and controls. The contract will provide unlimited professional‑user licenses, full technical support during business hours, and a secure hosting environment, with rates fixed for the entire term and the ability to amend for additional funding without rate increases. The award is intended for Advanced Technical Solutions, Inc., and the solicitation included a competitive bid process with a September 1 2026 deadline, followed by evaluation, intent‑to‑award, and an anticipated start date in early September 2026. Preference programs (SB, DVBE, TACPA) are available but not mandatory.
• Scope: SaaS licensing of Workiva’s four “Government” applications (Financial Reporting Advanced, Policies & Procedures, Management Reporting Suite, Controls Management Essentials).
• Term: Fixed three‑year period (Sept 4 2026 – Sept 30 2029) with optional amendments for added funds; termination possible with 30‑day notice.
• Procurement: Open competition; award to Advanced Technical Solutions, Inc.; bid deadline 1 Sep 2026.