Cloud-Based Financial Budgeting, Planning and Management Software

Overview

Business Systems (ERP, CRM & POS)

Hilo, Hawaiʻi, United StatesPosted 24 days agoDeadline: May 16th, 2026

Fit Score

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SUMMARY

Seeking a cloud-based financial management software tailored for higher education, with integration to existing university systems and robust planning and reporting tools.

KEY REQUIREMENTS

Must have a minimum of five years of continuous experience in providing financial budgeting, planning, and management software solutions for higher education institutions.
Must demonstrate experience integrating financial or planning systems with enterprise resource planning (ERP) and/or human resource systems in higher education or similarly complex environments.
Must support integration with the University’s enterprise systems environment, including Kuali Financial System (KFS) and Oracle PeopleSoft.
Must provide a cloud-based, single integrated platform.
Must be able to provide a five-year total cost of ownership for evaluation purposes.
Must provide three references from higher education institutions comparable in size and project cost.
Must comply with secure data transfer protocols, user authentication, and data encryption.
Must be SOC 2 Type II compliant for any SaaS or hosted solution.
Must be registered on the State of Hawaiʻi’s electronic procurement system (HIePRO).

BUDGET

Estimate

$250,000 – $750,000

CONTRACT DURATION

36 months

TIMELINE

RFP Advertised and Issued: April 13th, 2026

Closing Date for Submission of Questions: April 20th, 2026

University Response to Offeror's Questions: April 28th, 2026

Closing Date for Receipt of Proposals: May 16th, 2026

Proposal Review Period: May 17th, 2026 - May 25th, 2026

Contractor Selection and Award: June 1st, 2026

Contract Start Date (Tentative): June 8th, 2026

QUESTION DEADLINE

April 20th, 2026

Issuing Agency

University Of Hawaiʻi

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A higher education institution is seeking a vendor to provide a comprehensive cloud-based financial budgeting, planning, and management software solution. The platform must be specifically designed to meet the needs of universities and be compatible with integration into existing financial systems, particularly Oracle PeopleSoft.

The solution should offer robust, secure, and user-friendly features that support strategic decision-making, enhance operational efficiency, and align financial planning with institutional goals. It must include fully implemented financial reporting and planning, data integration capabilities with external systems such as general ledger, payroll, Excel, and Ethos, and be accessible from mobile devices.

Key requirements include support for multi-scenario financial modeling, development of mid- and long-term financial plans, strategic and tuition revenue planning, as well as implementation, training, and ongoing support.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.