California eProcure #ESAR70126Z

California State Controller's Office seeks Workiva SaaS for government financial reporting

The California State Controller's Office (SCO), State Accounting and Reporting Division (SARD), is seeking bids for a three-year Software-as-a-Service (SaaS) contract to support government financial reporting and management. - Government Buyer: - California State Controller's Office (SCO), State Accounting and Reporting Division (SARD) - OEM Highlight: - Workiva is the sole Original Equipment Manufacturer (OEM) specified for all requested applications - Products Requested: - Workiva SLED Financial Reporting Advanced (Over $2B Total Budget) - Part number: WK-GWDATA-01 - Quantity: 1 license annually - Workiva SLED Policies & Procedures Solution (Over $2B Total Budget) - Part number: WK-S-PP3 - Quantity: 3 licenses annually - Workiva SLED Management Reporting Suite (Over $2B Total Budget) - Part number: WK-S-MRS3 - Quantity: 1 license annually - Workiva Controls Management Essentials - Part number: WK-S-CME3 - Quantity: 1 license annually - Services Requested: - Unlimited professional user access to all applications - Technical support during business hours (via software case management, phone, or email) - Timely notification of major upgrades and fixes at no additional cost - Secure environment for all data - Unique Requirements: - SaaS solution must automate and enhance the State of California's Annual Comprehensive Financial Report (ACFR) and other financial statement publications - Contract allows for amendments to add funds and can be terminated with 30 days written notice - Annual invoicing at the start of each term - Notable Details: - All requested applications are tailored for government entities with budgets over $2B - Only Workiva products are specified; no alternative OEMs mentioned

Description

The State Controller's Office (SCO) State Accounting and Reporting Division (SARD) is seeking a contractor to provide a Software-as-a-Service (SaaS) license for the use of Workiva applications tailored for government use. The applications include SLED Financial Reporting Advanced, SLED Policies & Procedures Solution, SLED Management Reporting Suite, and Controls Management Essentials, all designed for budgets over $2 billion. The contract term is three years with options to amend for additional funds, and the contractor must provide technical support and ensure data security. The services support the automation and enhancement of the State of California's Annual Comprehensive Financial Report (ACFR) and other financial publications.

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