RFP Financial Planning System - 2024

Wayne State University issued a competitive Request for Proposal to acquire a cloud‑based financial planning and analytics system for its Budget Office, integrating with the existing Ellucian Banner ERP and supporting multi‑year budgeting, scenario modeling, and reporting. The contract is a three‑year, firm‑fixed‑price agreement with optional one‑year extensions, and the university selected AnaPlan as the awardee. The scope includes software licensing, implementation (phased into Year 1 and Year 2), integration services, training, and ongoing maintenance, with mandatory compliance to data‑governance, WCAG accessibility, and security standards. • Required integration with Ellucian Banner, Oracle‑based data warehouse, and existing BI tools (Power BI, IBM Cognos). • Must support ≥ 85 edit users, ≥ 25 view‑only users, and provide tiered security, audit trails, and unlimited data storage. • Implementation partner must be jointly represented with the software vendor; costs for onsite, remote, and hybrid delivery must be itemized. • Vendor must submit a single lump‑sum bid (≤ 20 MB) by 2 Dec 2024, include required schedules (A‑D), insurance certificates, and acknowledge all addenda.