IFB10202026 - AVCF Anaplan Managed Services

Invitation For Bid (IFB)

IFB No. 10202026

AVCF Anaplan Managed Services

BID RELEASE DATE: October 20, 2026

BID DUE DATE: November 03, 2026*

BID DUE TIME: 2:30 PM CST*

BID OPENING EVENT: 2:30 PM CST

SUBMIT ALL BIDS VIA:

(NOTE: Take care to choose the CORRECT BID NUMBER from the dropdown menu.)

Signature Required For Response

Respondent complies with all articles of the Standard Terms and Conditions documents as counterpart to this IFB document, and with all articles within the IFB document. If Respondent receives the University's purchase order, Respondent agrees to furnish the items and/or services listed herein at the prices and/or under the conditions as indicated in the IFB.

Authorized Signature: _______________________________________ Date: ______________

Typed/Printed Name of Signor: ________________________________ Title: ______________

*Under no circumstances will late bids be accepted.

Bid opening event will be conducted at the date and time specified via Microsoft Teams. Notice of bid opening event will be posted on HogBid once the Teams meeting is set up.

INTERGOVERNMENTAL/COOPERATIVE USE OF COMPETITIVELY BID PROPOSALS AND CONTRACTS:

In accordance with Arkansas Code Annotated 19-11-249, any State public procurement unit, including any University of Arkansas System campus or unit, may participate in any contract resulting from this solicitation with a participating addendum signed by the contractor and approved by the chief procurement officer of the procurement agency issuing this solicitation.

General Campus Background for University of Arkansas

Founded in 1871 as a land-grant institution, the University of Arkansas, Fayetteville Arkansas (UofA), is the flagship campus of the University of Arkansas System. Our students represent all 50 states and more than 120 countries. The UofA comprises 10 colleges and schools offering an internationally competitive education for undergraduate and graduate students in more than 270 academic programs. The UofA contributes new knowledge, economic development, basic and applied research, and creative activity while also providing service to academic and professional disciplines. As of Fall 2025, student enrollment totaled approximately 34,175. The faculty count totaled 1,490 and the staff count totaled 3,350. The UofA is one of the nation's top public research universities and the state's foremost partner and resource for education and economic development. Its public service activities reach every county in Arkansas, throughout the nation, and around the world. The Carnegie Foundation classifies the UofA among only 3 percent (3%) of universities in America that have the highest level of research activity.

1. INTRODUCTION / DESCRIPTION The University of Arkansas (UA) has implemented Anaplan capabilities supporting Budget Development, In-Year Forecasting, and Commitments Planning. The Central Budget Office team has two FTE dedicated to supporting and overseeing the University's Anaplan adoption. UAF seeks competitive bids from qualified Anaplan service providers for an embedded managed-services and staff-augmentation team that will operate, maintain, optimize, and expand the University's Anaplan environment.

The Contractor will supply named resources at the weekly capacity stated in this IFB. The team will support day-to-day administration and production operations, deliver approved roadmap items, and design and build new Anaplan models, integrations, workflows, reports, and user experiences. Work will be directed and prioritized by UAF through a jointly maintained backlog and delivery plan.

2. OVERVIEW / SCOPE OF WORK

UA is soliciting an all-inclusive managed-services team consisting of one Anaplan Model Builder for forty (40) hours per week, one Anaplan Solution Architect for twenty (20) hours per week, one Project Manager for five (5) hours per week, and executive oversight not to exceed two (2) hours per week. The required capacity is a service commitment, not a guarantee that every role will be used at the same intensity every week. UAF will pay only for authorized hours actually worked at the awarded hourly rates. Any unused availability and standby times are not billable. With prior UAF approval, hours for the same role may be flexed within a calendar month when doing so supports delivery milestones, critical planning cycles, or production needs, provided role qualifications are preserved. Additional hours require prior written UAF approval.

The engagement includes application support, administration, monitoring, defect resolution, performance optimization, documentation, release management, knowledge transfer, budget-cycle support, roadmap execution, and net-new build. The Contractor will work within UAF governance and security requirements and will coordinate with Finance, Information Technology, Human Resources, Institutional Research, Facilities, Sponsored Programs, academic units, and other stakeholders as directed by UAF. Detailed minimum specifications are provided in Attachment A.

UAF expects to achieve the following goals through the selected Contractor:

1. Maintain stable, reliable, and well-documented Anaplan production operations.

2. Provide predictable, dedicated capacity through a qualified named team.

3. Resolve incidents and service requests within defined response and resolution targets.

4. Support annual budget development, in-year forecasting, commitment planning, fiscal-year rollover, and other critical planning cycles.

5. Deliver prioritized roadmap capabilities and net-new Anaplan builds through an iterative, governed delivery process.

6. Improve model performance, usability, scalability, security, and maintainability.

7. Maintain transparent status, capacity, backlog, risk, and financial reporting.

8. Transfer knowledge to UAF personnel and reduce key-person dependency.

9. Provide competitive and auditable pricing for the required staffing configuration.

10.Protect University data and comply with applicable security, privacy, accessibility, and records requirements.

11. Support roadmap planning across financial, enrollment, workforce, grants, capital, facilities, and financial-aid domains.

3. DISTRIBUTING ORGANIZATION

This IFB is issued by the Office of Business Affairs at UA. The University Purchasing Official is the sole point of contact during this process. Only written communication is considered formal and can be supported throughout this process.

Respondent Questions and Addenda: Respondent questions concerning all matters of this IFB should be sent via email to:

Geoff Hulse,

Procurement Manager

Business Services

ghulse

Questions must be received at no later than 5:00 p.m. Central Time on October 27, 2026. UAF will post responses on HogBid at by November 2, 2026. Any revisions, updates, or addenda to this IFB will also be posted on . Between bid opening and contract award, all contact concerning this IFB shall be initiated by the UAF Procurement Official unless otherwise authorized.

Bidders shall not rely on any other interpretations, changes, or corrections. It is Respondent's responsibility to thoroughly examine and read the entire IFB document and any Q&A or addenda to this IFB. Failure of Bidders to fully acquaint themselves with existing conditions or information provided will not be a basis for requesting extra compensation after the award of a Contract.

4. INSTRUCTIONS TO BIDDERS/RESPONDENTS

Respondents must comply with all articles of the Standard Terms and Conditions documents posted on our Hogbid website as counterpart to the IFB document, and any associated appendices, as well as all articles within the IFB document. UAF is not responsible for any misinterpretation or misunderstanding of these instructions on the part of the Respondents.

Unless otherwise noted, Bids will be publicly opened in a virtual event at the specified date and time. All bids must be submitted per instructions found on the Formal Bid Solicitations Form at .

Each file must be 20 MB or smaller. The combined size of all files uploaded to any one upload field must also not exceed 20 MB. When submitting multiple documents, distribute them among the available upload fields to stay within these limits. Excel files are not accepted.

REQUIRED

Respondents must submit one SIGNED digital copy. If submitting a redacted copy, see Section 33 of this IFB document.

For a Bid to be considered, an official authorized to bind the respondent to a resultant contract must include signature in the blank provided on the IFB cover sheet. Failure to sign the bid as required will eliminate it from consideration.

All official documents, including responses to this IFB, shall be included as part of any resultant Contract.

The UAF Procurement Official reserves the right to award a contract or reject a bid response for any or all line items of a bid received as a result of this IFB, if it is in the best interest of UAF to do so. Bids may be rejected for one or more reasons not limited to the following:

Failure of the Respondent to submit the bid response as required in this IFB on or before the deadline established by UAF.

Failure of the Respondent to respond to a requirement for oral/written clarification

Failure to provide the bid security or performance security if required.

Failure to supply Respondent references if required.

Failure to sign an Official Bid Proposal Document.

Failure to complete the Official Bid Price Sheet.

Any wording by the Respondent in their Proposal or any response to this IFB, or in subsequent correspondence, which conflicts with or takes exception to a bid requirement in this IFB.

If the Respondent submits standard terms and conditions with the bid, and if any section of those terms is in conflict with the laws of the State of Arkansas, the State laws shall govern. Standard terms and conditions submitted may need to be altered to adequately reflect all the conditions of this IFB, the Respondent's Proposals and Arkansas State law.

According to Ark. Code Ann. 4-27-1501 and OSP Rule R4:19-11-217, A foreign corporation may not transact business in Arkansas until it obtains a certificate of authority from the Secretary of State.

The University may make any decision or take any action that it, in its sole discretion, deems appropriate in order to comply with Act 1020 of 2021, the Transparency in Foreign Investment Act (Ark. Code Ann. 6-60-1201 et seq.).

5. AWARD RESPONSIBILITY

The UAF Procurement Official will be responsible for award and administration of any resulting contract(s). UAF reserves the right to reject any or all bids, or any portion thereof, to re-advertise if deemed necessary, and to investigate any or all bids and request additional information as necessary in order to substantiate the professional, financial and/or technical qualifications of the respondent(s).

Contract(s) will be awarded to the respondent(s) whose proposal(s) adheres to the conditions set forth in the IFB, and in the sole judgment of UAF, best meets the overall goals and financial objectives of UAF. A resultant contract will not be assignable without prior written consent of both parties.

6. BID EVALUATION Award will be made on an all or none basis, to the responsive and responsible bidder meeting all mandatory requirements. All bids must meet or exceed minimum specifications and will be evaluated based solely on price and/or discount as specified on the Official Bid Price Sheet. The University of Arkansas reserves the right to withdraw the IFB and to not make a final award if it is in the best interests of the University to do so. Bids not meeting the requirements specified in this IFB or received after the bid opening date and time will be rejected and removed from further consideration.

7. BEST AND FINAL OFFER UAF reserves the right to request an official "Best and Final Offer" (BAFO) from bid respondents if it deems such an approach is in the best interest of the institution. In general, the "Best and Final Offer" will consist of an updated cost proposal in addition to an opportunity for the respondent to submit clarification response to specific questions or opportunities identified in subsequent discussions related to the original Proposal response submitted to UAF. If the UAF chooses to invoke a "Best and Final Offer" option, all responses will be re-evaluated by incorporating the information as requested in the official "Best and Final Offer" document, including costs and answers to specific questions presented in the document. The specific format for the official "Best and Final Offer" request will be determined during evaluation discussions. The official request for a "Best and Final Offer" will be issued by the UAF Procurement Department.

8. CONTRACT TERM AND TERMINATION

The term ("Term") of any resulting Contract will begin upon date of Contract award. If mutually agreed upon in writing by the Contractor and UAF, the term shall be for an initial period of one (1) year, with an option to renew up to six (6) additional one-year periods, for a maximum total contract term of seven (7) years (or 84 months). The University of Arkansas may terminate this Agreement without cause, at any time during the Term (including any renewal periods), by giving the other party thirty (30) days advance written notice of termination. Additionally, in the event of non-appropriation of funds necessary to fulfill the terms and conditions of this Agreement during any period of the Term (including any renewal periods), the parties agree that this Agreement shall automatically terminate without notice.

a) If at any time the performance becomes unsatisfactory, UAF will give thirty (30) days written notice to the contractor. If at the end of the thirty (30) day period the performance is still deemed unsatisfactory, the contract shall be cancelled by UAF, Office of Business Affairs. Additionally, the contract may be terminated, without penalty, by UAF without cause by giving thirty (30) days written notice of such termination to contractor.

b) Upon award, the agreement is subject to cancellation, without penalty, either in whole or in part, if funds necessary to fulfill the terms and conditions of this contract during any period of the Term (including any renewal periods) are not appropriated.

c) In no event shall such termination by UAF as provided for under this section give rise to any liability on the part of UAF, its trustees, officers, employees or agents including, but not limited to, claims related to compensation for anticipated profits, lost business opportunities, unabsorbed overhead, misrepresentation, or borrowing. UAF's sole obligation hereunder is to pay contractor for services ordered and received prior to the date of termination.

The terms, conditions, representations, and warranties contained in the contract shall survive the termination of the Contract.

9. RESPONDENT'S RESPONSIBILITY TO READ IFB

It is the respondent's responsibility to thoroughly examine and read the entire IFB document, including any and all appendices. Failure of respondents to fully acquaint themselves with existing conditions or the amount of goods or work involved will not be a basis for requesting extra compensation after the award of a contract. This engagement is separate from any other engagement bidder may be currently pursuing with the University of Arkansas. Interpretation of the University of Arkansas is final.

Bids not fully compliant with all sections of the IFB may be deemed non-responsive and may not be evaluated. However, UAF reserves the right to waive any formality or irregularity in any bid if deemed to be in the best interest of UAF. In addition, UAF reserves the right to reject any or all bids.

If language in this IFB differs from other language in the UAF Standard Terms and Conditions or other standard forms, the language in this IFB shall govern.

10. INDICIA

The respondents and the contractor acknowledge and agree that UAF owns the rights to its name and its other names, symbols, designs, and colors, including without limitation, the trademarks, service marks, designs, team names, facilities images, uniforms, nicknames, abbreviations, city/state names in the appropriate context, slogans, logo graphics, mascots, seals, color schemes, trade dress, and other symbols associated with or referring to UAF that are adopted and used or approved for use by UAF (collectively the "Indicia") and that each of the Indicia is valid. Neither any respondent nor contractor shall have any right to use any of the Indicia, derivative, or any similar mark as, or a part of, a trademark, service mark, trade name, fictitious name, domain name, company or corporate name, a commercial or business activity, or advertising or endorsements anywhere in the world without the express prior written consent of an authorized representative of UAF. Any domain name, trademark or service mark registration obtained or applied for that contains the Indicia or any similar mark upon request shall be assigned or transferred to UAF or its Board of Trustees without compensation.

11. PRICING

Pricing must be listed on the Official Bid Price Sheet in the format provided with this IFB and Contract prices shall remain firm for the initial year and first annual renewal terms. Beginning with the third contract year, the Contractor may request annual rate adjustments. Any approved increases shall be limited to the lesser of:

The annual percentage increase in the Higher Education Price Index (HEPI) as most recently published by the Commonfund Institute as of December 31 of the year proceeding the renewal period:

or

Five percent (5%)

UAF will not be obligated to pay any costs not identified on the Official Price Sheet. If pricing is dependent on

any assumptions that are not specifically stated on the Official Price Sheet, please list those assumptions

accordingly, on a separate sheet and show detailed pricing. Bidders must certify that any costs not identified by the

Bidder, but subsequently incurred in order to achieve successful product/operation/service, etc. will be borne by the

Bidder. Failure to do so may result in rejection of the bid.

12. DISCOUNTS

Please list percentage (%) discount (from list price) for each category listed on the Official Bid Price sheet where applicable.

13. INTEREST/LATE FEES

Pursuant to Ark. Code Ann. 19-11-224, no interest or late fees shall accrue until amounts are 60 days past due. The interest rate shall be 6% per annum, consistent with Ark. Code Ann. 4-57-101(d).

14. PREPAYMENT

Any provision of the Agreement requiring a deposit or prepayment is deleted. Any such prepayment amount stated in the Agreement shall instead be due upon delivery of a fully and correctly functioning product after University has tested such product.

15. WARRANTY - Section Left Intentionally Blank

16. SHIPMENT

All products to be delivered to the University shall be shipped FOB Point of Destination. Risk of loss for product(s) shall pass to the University upon delivery of the product(s) to University.

17. RETURNS

The University will not be responsible for any fees, including but not limited to cancellation fees, or the

return of any defective or otherwise nonconforming item.

18. RESERVATION/COMMITMENT

This IFB does not commit UAF to award a contract, to pay costs incurred in the preparation of a bid to this request, or to procure or contract for services or supplies. UAF reserves the right to accept or reject (in its entirety), any bid received as a result of this IFB, if it is in the best interest of UAF to do so. In responding to this IFB, respondents recognize that UAF may make an award to a primary Bidder; however, UAF makes no commitment to purchase any minimum or maximum quantity of dollar volume of products from the selected supplier. UAF reserves the right to purchase like and similar products/services from other agencies as necessary to meet operation requirements.

19. FUNDING OUT CLAUSE

If, in the sole discretion of UAF, funds are not allocated to continue any resultant Contract, or any activities related herewith, in any future period, then UAF will not be obligated to pay any further charges for services, beyond the end of the then current period. Contractor will be notified of such non-allocation at the earliest possible time. No penalty shall accrue in the event this section is exercised. This section shall not be construed so as to permit UAF to terminate any Contract awarded in order to acquire similar service from a third party.

20. CONTRACT INFORMATION

Bidders should note the following regarding the State's contracting authority and amend any documents accordingly. Failure to conform to these standards may result in rejection of bid:

A. The State of Arkansas may not contract with another party to perform any of the following:

1. Pay any penalties or charges for late payment or any penalties or charges which in fact are penalties for any reason.

2. Indemnify or defend that party for liability or damages. Under Arkansas law UAF may not enter into a covenant or agreement to hold a party harmless or to indemnify a party from prospective damages.

3. Pay all sums that become due under a contract upon default.

4. Pay damages, legal expenses, attorneys' fees or other costs or expenses of any party.

5. Conduct litigation in a place other than the State of Arkansas.

6. Agree to be subject to or bound by governing law, jurisdiction, or venue of any state, country or province other than the State of Arkansas.

7. Agree to any provision of a contract that violates the laws or constitution of the State of Arkansas.

B. A party wishing to contract with UAF should:

1. Remove any language from its contract which grants to it any remedies other than:

The right to possession.

The right to accrued payment.

The right to expenses of de-installation.

2. Include in its contract that the laws of the State of Arkansas govern the contract and that the State of Arkansas is the exclusive jurisdiction and venue for any and all claims, disputes, actions or suits between the parties or related to the Contract.

3. Include in its Contract that the UAF is an instrumentality of the State of Arkansas entitled to sovereign immunity from suit and that all claims, demands, suits, or actions for loss, expense, damage, liability or other relief, either at law or in equity, against UAF or its trustees, officers, employees, volunteers, students, agents or designated representatives acting within the official scope of their position, must be brought before the Claims Commission of the State of Arkansas.

4. Include in its Contract all other terms and conditions stated in this IFB.

5. Acknowledge in its contract that contracts become effective when awarded by UAF Purchasing Official.

21. CONTRACT ITEMS/ADDITIONS

The University of Arkansas, on behalf of the Central Budget Office, reserves the right to add items to this contract throughout the term of the contract. Changes must be submitted in writing and approved by both parties.

22. SPECIAL OFFERS/PROMOTIONS

The University of Arkansas reserves the right to take advantage of special offers, promotions and educational discounts for which the University of Arkansas is eligible, should they become available. Should these promotions be less expensive than the normal percentage discount, the University must be given an opportunity to participate.

23. AGREEMENT AUTHORITY

The parties agree that they are and shall remain independent parties, and nothing contained in this agreement shall be deemed or interpreted to create any relationship other than that of independent parties. The parties agree that they shall perform all rights and obligations under this agreement as independent parties. No acts performed or representations made, whether written or oral, by either party shall bind the other party.

24. GOVERNING LAW

This IFB, any resulting Contract and all performance thereunder, transactions and subsequent amendments thereto between Respondent(s) or Contractor(s) and UAF shall be governed and construed in all aspects in accordance with the laws of the State of Arkansas without regard to its choice of law principles (including without limitation any and all disputes, claims, counterclaims, causes of action, suits, rights, remedies, promises, obligations, demands, and/or defenses related thereto that may be asserted by either party). The parties agree that the State of Arkansas shall be the sole and exclusive venue and jurisdiction for any litigation or proceeding that may arise out of or in connection with this IFB or any Contract with UAF. The parties waive any objection to the laying of jurisdiction and venue of any claim, action, suit or proceeding arising out of the Contract or any transaction contemplated hereby, in the State of Arkansas, and hereby further waive and agree not to plead or assert that any claim, action, suit or proceeding has been brought in an inconvenient forum. Nothing contained herein shall be deemed or construed as a waiver of any immunities to suit available to UAF or its trustees, officials, employees and representatives. In no event shall UAF or any of its current and former trustees, officials, representatives and employees (in their official or individual capacities) be liable to Respondent(s) or Contractor(s) for special, indirect, punitive, or consequential damages, attorneys' fees or costs or any damages constituting lost profits or lost business opportunities.

25. DISPUTES

Contractor and UAF agree that they will attempt to resolve any disputes in good faith. Contractor and UAF agree that the State of Arkansas shall be the sole and exclusive jurisdiction and venue for any litigation or proceeding that may arise out of or in connection with any Contract. The Respondent acknowledges, understands and agrees that any claims, demands, suits, or actions for damages against UAF may only be initiated and pursued in the Arkansas Claims Commission, if at all. Under no circumstances does UAF agree to binding mediation or arbitration of any disputes or to the payment of attorney fees, court costs or litigation expenses.

26. DELIVERY

The Contractor shall begin services within 30 calendar days after receiving written authorization from UAF

27. PAYMENT INSTRUCTIONS

Contractor agrees that in the course of making payments UAF is entitled to rely on information contained in written or electronic communications that UAF reasonably believes have been transmitted or authorized by Contractor. Contractor shall hold UAF harmless against any loss or damage related to or arising from UAF's reliance on such communications.

28. CONDITIONS OF CONTRACT

Contractor shall at all times observe and comply with federal and Arkansas State laws, local laws, ordinances, orders, and regulations existing at the time of or enacted subsequent to the execution of the Contract which in any manner affect the completion of work. Contractor shall indemnify and hold harmless UAF and all its trustees, officers, employees, volunteers, students, and agents against any claim or liability arising from or based upon the violation of any such law, ordinance, regulation, order or decree by an employee, representative, or subcontractor of the Contractor.

To the extent Contractor shall have access to, store or receive student education records, Contractor agrees to abide by the limitations on use and re-disclosure of such records set forth in the Family Educational Rights and Privacy Act (FERPA), 20 U.S.C. 1232g, and 34 CFR Part 99. Contractor agrees to hold student record information in strict confidence and shall not use or disclose such information except as authorized in writing by UAF or as required by law. Contractor agrees not to use the information for any purpose other than the purpose for which the disclosure was made. Upon termination, Contractor shall return all student education record information or provide evidence that it was destroyed within thirty (30) days.

When procuring a technology product or when soliciting the development of such a product, the State of Arkansas is required to comply with the provisions of Arkansas Code Annotated 2526201 et seq., as amended by Act 308 of 2013, which expresses the policy of the State to provide individuals who are blind or visually impaired with access to information technology purchased in whole or in part with state funds. Contractor expressly acknowledges and agrees that state funds may not be expended in connection with the purchase of information technology unless that system meets the statutory requirements found in 36 C.F.R. 1194.21, as it existed on January 1, 2019 (software applications and operating systems) and 36 C.F.R. 1194.22, as it existed on January 1, 2019 (webbased intranet and internet information and applications), in accordance with the State of Arkansas technology policy standards relating to accessibility by persons with visual impairments.

ACCORDINGLY, CONTRACTOR SHALL EXPRESSLY REPRESENT AND WARRANT to the State of Arkansas through the procurement process by submission of a Voluntary Product Accessibility Template ("VPAT") or similar documentation to demonstrate compliance with 36 C.F.R. 1194.21, as it existed on January 1, 2019 (software applications and operating systems) and 36 C.F.R. 1194.22, as it existed on January 1, 2019 (webbased intranet and internet information and applications) that the technology provided to the State for purchase is capable, either by virtue of features included within the technology, or because it is readily adaptable by use with other technology, of:

Providing, to the extent required by Arkansas Code Annotated 2526201 et seq., as amended by Act 308 of 2013, equivalent access for effective use by both visual and nonvisual means;

Presenting information, including prompts used for interactive communications, in formats intended for nonvisual use;

After being made accessible, integrating into networks for obtaining, retrieving, and disseminating information used by individuals who are not blind or visually impaired;

Providing effective, interactive control and use of the technology, including without limitation the operating system, software applications, and format of the data presented is readily achievable by nonvisual means;

Being compatible with information technology used by other individuals with whom the blind or visually impaired individuals interact;

Integrating into networks used to share communications among employees, program participants, and the public; and

Providing the capability of equivalent access by nonvisual means to telecommunications or other interconnected network services used by persons who are not blind or visually impaired.

If the information technology product or system being offered does not completely meet these standards, the Respondent must provide an explanation within the VPAT detailing the deviation from these standards.

State agencies cannot claim a product as a whole is not reasonably available because no product in the marketplace meets all the standards. If products are reasonably available that meet some but not all of the standards, the agency must procure the product that best meets the standards or provide written documentation supporting selection of a different product, including any required reasonable accommodations.

For purposes of this section, the phrase "equivalent access" means a substantially similar ability to communicate with, or make use of, the technology, either directly, by features incorporated within the technology, or by other reasonable means such as assistive devices or services which would constitute reasonable accommodations under the Americans with Disabilities Act or similar state and federal laws. Examples of methods by which equivalent access may be provided include, but are not limited to, keyboard alternatives to mouse commands or other means of navigating graphical displays, and customizable display appearance. As provided in Arkansas Code Annotated 25-26-201 et seq., as amended by Act 308 of 2013, if equivalent access is not reasonably available, then individuals who are blind or visually impaired shall be provided a reasonable accommodation as defined in 42 U.S.C. 12111(9), as it existed on January 1, 2019.

If the information manipulated or presented by the product is inherently visual in nature, so that its meaning cannot be conveyed non-visually, these specifications do not prohibit the purchase or use of an information technology product that does not meet these standards.

29. TIME IS OF THE ESSENCE

Respondent and UAF agree that time is of the essence in all respects concerning this IFB and any Contract and performance therein.

30. PERMITS/LICENSES AND COMPLIANCE

Contractor covenants and agrees that it shall, at its sole expense, procure and keep in effect all necessary permits and licenses required for its performance of obligations under this IFB, and shall post or display in a prominent place such permits and/or notices as required by law. Contractor is responsible for compliance with all applicable laws and regulations, including but not limited to, OSHA requirements as well as any Fair Labor Standards Act requirements pertaining to compensation of Contractors employees or subcontractor (if any) working on the project; further, upon request, Contractor shall provide copies of all such permits or licenses to UAF.

31. INDEMNIFICATION AND INSURANCE

The successful Respondent or Contractor shall indemnify, defend, and hold harmless University, its trustees, officers, directors, employees, agents and volunteers from and against any and all losses, costs, expenses, damages, and liabilities resulting from or relating to: (a) any breach by Contractor or Contractor's members, officers, employees, subcontractors, vendors, and agents of any representation, warranty, or other provision of this IFB, any resulting Contract or any document delivered by Contractor in connection with the products and services contemplated by this IFB; (b) any damage to property or bodily injury, including, but not limited to illness, paralyzation, dismemberment and death, arising from or relating to any products or services provided by the Contractor or uses of the UAF campus by Contractor, its officers, employees, agents, volunteers, customers, subcontractors or guests under this IFB or any resulting Contract, or any other activities conducted on the UAF campus (whether such activity is authorized or unauthorized by UAF); (c) any use of or damage to UAF property and any defect in any building and improvement thereon, including, but not limited to, any damage to any parking lots arising from or relating to any permitted uses under this IFB or any resulting Contract; (d) any act or omission of Contractor or any of its officers, agents, employees, invitees, or subcontractor's employees and invitees; and (e) any violation by Contractor of any applicable NCAA or SEC rules or regulations or state, federal or local laws.

The obligation to indemnify UAF shall include, but shall not be limited to, the obligation to pay any and all losses, costs, expenses, attorneys' fees, damages, and liabilities incurred, as well as any attorneys' fees and court costs (including, but not limited to, any appellate or appellate-related proceedings). At no cost or expense to UAF, UAF's in-house counsel may participate in any proceedings. The indemnification obligations under this IFB or any resulting Contract shall survive the expiration or termination of such IFB or resulting Contract.

The successful Respondent or Contractor shall purchase and maintain at Contractor's expense, the following minimum insurance coverage for the period of any Contract. Certificates evidencing the effective dates and amounts of such insurance must be provided to UAF:

Workers Compensation: As required by the State of Arkansas. Additionally, the Contractor shall maintain Employer's Liability Insurance with a policy limit of not less than $100,000 each accident, $500,000 disease, and $100,000 disease each employee.

Comprehensive General Liability, with no less than $1,000,000 each occurrence/$2,000,000 aggregate for bodily injury, products liability, contractual liability, and property damage liability.

Comprehensive Automobile Liability, with no less than combined coverage for bodily injury and property damage of $1,000,000 each occurrence.

Policies shall be issued by an insurance company authorized to do business in the State of Arkansas and shall provide that policy may not be canceled except upon thirty (30) days prior written notice to UAF. Any policy shall cover any vehicle being used in the management, operation, or delivery deriving from Contractor's operations on UAF's campus. Contractor shall also be responsible for payment of workers' compensation insurance for all Contractor's employees as required by the State of Arkansas.

Contractor shall furnish UAF with a certificate(s) of insurance effecting coverage required herein. Failure to file certificates or acceptance by UAF of certificates which do not indicate the specific required coverages shall in no way relieve the Contractor from any liability under the Contract, nor shall the insurance requirements be construed to conflict with the obligations of Contractor concerning indemnification. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to UAF, its trustees, officials, employees, agents or volunteers. Proof of Insurance must be included in bid Proposal.

Contractor shall, at their sole expense, procure and keep in effect all necessary permits and licenses required for its performance under the Contract, and shall post or display in a prominent place such permits and/or notices as are required by law.

32. SOVEREIGN IMMUNITY

Notwithstanding any terms or conditions to the contrary, nothing within the Contractor's proposal shall constitute a waiver of any immunities to suit legally available to the University, it officers, agents and employees, including, but not limited to the Sovereign Immunity of the State of Arkansas.

33. REQUIRED IF SUBMITTING ADDITIONAL REDACTED COPY

Proprietary information submitted in response to this IFB will be processed in accordance with applicable State of Arkansas procurement law. Documents pertaining to the IFB become the property of UAF and shall be open to public inspection after a notice of intent to award is formally announced.

It is the responsibility of the respondent to identify all proprietary information included in their bid and to submit in the proper receptacle at . The respondent shall submit one (1) separate digital copy of the bid from which any proprietary information has been removed, i.e., a redacted copy (marked "REDACTED COPY"). NOTE: There are SEPARATE repositories - the redacted copy is to be submitted in the repository titled "Upload redacted/proprietary bid documents". The redacted copy should reflect the same pagination as the original, show the empty space from which information was redacted. Except for the redacted information, the redacted copy must be identical to the original copy submitted for the bid response to be considered. The Respondent is responsible for ensuring the redacted copy is protected against restoration of redacted data. The redacted copy may be open to public inspection under the Freedom of Information Act ("FOIA") without further notice to the Respondent after a notice of intent to award is formally announced. If during a subsequent review process the University determines that specific information redacted by the respondent is subject to disclosure under FOIA, the Respondent will be contacted prior to release of the information.

34. WEB SITE ACCESSIBILITY

Respondent represents that web-based services substantially comply with the accessibility guidelines of Section 508 of the Rehabilitation Act of 1973 and with Web Content Accessibility Guidelines ("WCAG") Version 2.0 Level AA, and agrees to promptly respond to and resolve any accessibility complaints received from UAF.

35. PROHIBITION AGAINST BOYCOTTING ISRAEL

In accordance with Ark. Code Ann. 25-1-503, Respondent hereby certifies to UAF that Respondent: (a) is not currently engaged in a boycott of Israel; and (b) agrees for the duration of any Contract not to engage in any boycott of Israel. A breach of this certification will be considered a material breach of contract. In the event that Respondent breaches this certification, UAF may immediately terminate any Contract without penalty or further obligation and exercise any rights and remedies available to it by law or in equity.

36. CAMPUS RESTRICTIONS

Contractor shall not permit tobacco, electronic cigarettes, alcohol, or illegal drugs to be used by any of its officers, agents, representatives, employees, subcontractors, licensees, partner organizations, guests or invitees while on the campus of UAF. Respondents further agrees that it will not permit any of its officers, directors, agents, employees, contractors, subcontractors, licensees, partner organizations, guests or invitees to bring any explosives, firearms or other weapons onto the campus of UAF, except to the extent expressly permitted by UAF policies and the Arkansas enhanced concealed carry laws. Respondent shall not allow any of its officers, directors, agents, employees, contractors, subcontractors, licensees, partner organizations, guests or invitees that are registered sex offenders to enter the campus of the University. Respondent agrees that it will not permit any of its officers, directors, agents, employees, contractors, subcontractors, licensees, partner organizations, guests or invitees who have been convicted of a felony involving force, violence, or possession or use of illegal drugs to work on this campus. Respondent will fully comply with all applicable UAF policies, and federal, state and local laws, ordinances, and regulations.

37. PERFORMANCE STANDARDS

Contractor acknowledges that the use of performance-based standards on any resultant Contract by UAF are required pursuant to Arkansas Code Annotated 19-11-267. Contractor shall provide prompt, responsive, courteous and high-quality products, services and customer service in the performance of its obligations under this IFB and any resulting Contract with UAF. Contractor shall warrant that the equipment placed on the UAF campus shall be of good quality, safe and suitable for their intended use by customers and properly installed. Contractor acknowledges that all products and services provided to UAF or tailgate customers on the UAF campus are to be of high quality and rendered in a timely and professional manner. Contractor represents and warrants that it will provide all products and services related to any resulting Contract in a manner consistent with industry standards. In addition, Contractor shall respond to all production, service, maintenance and customer service and support requests by in a polite and timely manner. Further, Contractor recognizes that failure to perform hereunder may cause UAF financial or reputational harm or damages or require it to acquire replacement services on short notice. Therefore, any failure to provide the agreed upon products or services to UAF or customers at the quality, times or in the manner specified, or for the duration required hereunder shall constitute a breach of any Contract between Contractor and UAF subject to termination.

38. BACKGROUND CHECKS

Contractor shall be responsible to obtain and to pay for background checks (including, but not limited to, checks for registered sex offenders) for all individuals performing any services related to this IFB on the UAF campus, whether on a paid or volunteer basis, in a manner requested by UAF and consistent with procedures established by UAF for its background checks. No person may perform any duties or services for Contractor on the UAF campus under any circumstances whatsoever until a satisfactory background check has been completed for each individual and copies furnished to UAF.

39. NO ASSIGNMENT AND SUBLICENSING

Respondents may not assign or sublicense any resulting Contract without the prior written consent of an authorized representative of UAF as provided by UAF's Board of Trustee Policy.

40. PCI DSS COMPLIANCE

Any third-party service provider utilized by the Contactor that engages in electronic commerce on behalf of the UAF or other services contemplated under this IFB or any resulting Contract with UAF, shall protect all card holder data ("CHD") and sensitive authentication data ("SAD") in accordance with the Payment Card Industry Data Security Standard ("PCI DSS"), if applicable, or using secure standard financial industry practices, if PCI DSS standards are not applicable. UAF reserves the right at any time to request either proof of PCI DSS compliance or a certification (from a recognized third-party security auditing firm) verifying that the Contactor (and/or any third party service provider utilized by the Contactor) uses secure standard financial industry practices in its financial transactions, and maintains ongoing compliance under PCI DSS standards and/or secure financial industry practices as they change over time. The Contactor will comply with all laws, rules and regulations relating to the access, transfer, storage, processing, collection, use, protection and breach of all CHD and SAD. The Contactor shall not share with the University or grant the University access to any CHD or SAD accessed, transferred, stored, processed, collected, used or transacted by the Contactor or any third party provider utilized by the Contactor related to the purchase, sale, resale, offer to resell, return, credit, or reserving the rights to any services contemplated under the IFB or any resulting Contract with UAF. The Contactor further acknowledges that neither it nor any third-party service provider utilized by the Contactor shall be granted access to UAF's system in connection with any financial transaction under the Contract, and will not access, transfer, store, process, collect, use or otherwise transmit CHD or SAD using UAF's systems. The Contactor will provide their Attestation of PCI Compliance and network scans to UAF on an annual basis. The Contactor will give immediate notice to UAF of any actual or suspected unauthorized disclosure of, access to or other breach of the CHD or SAD. The Contactor will indemnify UAF for any third-party claim brought against UAF arising from a breach by the Contactor of the representations or obligations of this section. This section and its indemnity will survive the termination of this IFB and any resulting Contract between Contractor and UAF.

41. Restriction of Boycott of Energy, Fossil Fuel, Firearms, and Ammunitions Industries

In accordance with Ark. Code Ann. 25-1-1002, Respondent hereby certifies to UAF that Respondent: (a) is not currently engaged in a boycott of the energy, fossil fuel, firearms and ammunition industries; and (b) agrees for the duration of any Contract not to engage in any boycott of the energy, fossil fuel, firearms or ammunition industries. The preceding does not apply to: (i) a financial services provider as defined at Ark. Code Ann. 25-1-1001(8)(A), (ii) an agreement with a total potential value of less than $75,000, or (iii) a contract under which the Contractor's price for the goods or services is at least 20% less than the lowest certifying business.

42. Certification of Non-Scrutinized Company

The Respondent certifies that the government of the People's Republic of China ("PRC") does not wholly own the Respondent or hold a majority interest in the Respondent. Respondent further certifies that the PRC does not own or hold a majority interest in a for-profit parent company, subsidiary or affiliate of Respondent, or in a subcontractor to be employed by Respondent.

43. MINIMUM SPECIFICATIONS

SEE ATTACHMENT A (for specifications of description):

OFFICIAL BID PRICE SHEET

BID NAME: AVCF Anaplan Managed Services

BID NUMBER: IFB10202026

BID DUE DATE/TIME: November 03, 2026 2:30 PM CST

BIDDER INFORMATION CONTACT: ____________________ PHONE/EMAIL:________________

Reference Section 11-Pricing for further instruction, and the corresponding Bid Price Sheet provided below. Please complete the Price Sheet as provided and submit within your proposal. If pricing is dependent on any assumptions that are not specifically stated on the Official Price Sheet, please list those assumptions accordingly on a separate spreadsheet and show detailed pricing. Any additional pricing lists should remain attached to the Official Price Sheet for purposes of accurate evaluation. Pricing must be valid for ninety (90) days following the bid due date and time. Upon contract award, rates shall remain firm for the initial one-year term and first annual renewal. Beginning with the third contract year, rate adjustments shall be governed by Section 11 of the IFB

UAF will not be obligated to pay any costs not identified accordingly. The Respondent must certify that any costs not identified by the Respondent, but subsequently incurred in order to achieve successful operation of the commodity/service, will be borne by the Respondent. Failure to do so may result in rejection of the bid.

NOTE: Bids must be submitted on this official bid form to be considered. Vendors must use this Official Bid Price Sheet when submitting bids in response to this IFB. Provide pricing and/or discount where applicable next to the item listed below, per minimum specifications as listed within this bid document. Pricing must include shipping and handling charges.

Service Start: Within 30 calendar days after written authorization from UAF.

Bid the following according to minimum specifications or functional equivalent:

*The Additional Model Builder hourly rate shall equal the primary Model Builder hourly rate

See ATTACHMENT A for specifications of description.

IFB10202026

AVCF Anaplan Managed Services

ATTACHMENT A

A.1 Service Requirements

The University of Arkansas, Fayetteville (UAF) seeks a Contractor to provide Anaplan managed services and staff augmentation for its Finance and Administration portfolio. The Contractor will be accountable for ongoing operations and support as well as delivery of approved enhancements, roadmap items, and net-new builds within the purchased capacity. The delivery model is managed services/staff augmentation.

A.1.1 Current Environment and Engagement Purpose

UA has production Anaplan capabilities supporting Budget Development, In-Year Forecasting, and Commitment Planning. The selected Contractor will receive knowledge transfer from UAF, stabilize and document the current environment, provide continuous operational support, and deliver additional capabilities prioritized by UA.

A.1.2 Required Team and Capacity

The Respondent shall commit the following named or specifically identified roles. Unless UAF approves otherwise in writing, resources shall be available during normal UAF business hours in the Central Time Zone, be located in the United States, and shall participate in scheduled meetings and critical-cycle coverage. Rates submitted shall be for domestic resources.

* The stated hours are minimum committed weekly capacity, except Executive Oversight, which is capped at two (2) hours per week. Vacation, illness, turnover, competing client obligations, and internal Contractor meetings shall not reduce the committed capacity.

* The Contractor shall provide qualified backup coverage and obtain UAF approval before replacing key personnel. Replacements must meet or exceed the stated qualifications and be transitioned at no additional cost to UAF.

* Role hours may not be shifted to another labor category without prior written approval. Administrative account management and internal Contractor oversight are not separately billable.

A.1.3 Managed Services Scope

* Provide support for UAF administrators, model builders, process owners, and designated end users; diagnose and resolve application, model, calculation, workflow, security, reporting, data-quality, and performance issues.

* Administer models, modules, lists, hierarchies, versions, time ranges, UX pages, actions, processes, formulas, roles, selective access, and related configuration.

* Monitor and remediate scheduled imports, exports, integrations, automated actions, and production processes; validate data exchanged with ERP, HCM, payroll, student, data-warehouse, business-intelligence, and other approved systems in conjunction with the University of Arkansas System Office.

* Perform model-health reviews; address technical debt; and improve model size, calculation efficiency, usability, scalability, and maintainability.

* Support user provisioning, periodic access reviews, segregation of duties, audit requests, and security documentation using UAF-approved accounts, repositories, tools, and environments.

* Maintain runbooks, model maps, data dictionaries, integration specifications, design decisions, test evidence, release notes, and user procedures; provide knowledge transfer, coaching, office hours, and role-based training as requested.

* Provide readiness, heightened monitoring, issue resolution, and closeout support for annual budget, forecast, fiscal-year rollover, board, and other UAF-designated critical cycles.

A.1.4 Roadmap Delivery and Net-New Build

Roadmap execution and net-new build are expressly in scope. Using the purchased team capacity, the Contractor shall perform discovery, requirements definition, solution design, configuration and development, testing, deployment, documentation, training, and post-release support for work authorized through the UAF backlog. Potential work includes, but is not limited to:

* Multi-year integrated financial planning, including income statement, balance sheet, cash flow, scenario comparison, sensitivity analysis, and executive reporting.

* Enrollment and tuition planning, including population forecasting, retention, yield, enrollment growth, tuition and fee strategies, dashboards, and scenario analysis.

* Revenue and resource allocation, contribution margin, and academic planning across colleges, schools, departments, programs, and organizational hierarchies.

* Position budgeting and workforce planning, including vacancy tracking, new-position requests, compensation planning, organizational scenarios, and workforce reporting.

* Capital, facilities, and deferred-maintenance planning, including requests, approvals, prioritization, lifecycle costs, funding analysis, and long-range forecasts.

* Financial-aid optimization, including scholarship strategy, aid allocation, enrollment outcomes, yield, retention, four-year award cost, and financial-impact analysis.

* Grant and sponsored-activity planning, including revenue and expenditure forecasts, funding availability, workforce alignment, and sponsored-program reporting.

* Other new Anaplan models, integrations, workflows, dashboards, reports, and planning use cases prioritized by UAF.

UAF will determine roadmap priorities, sequence, and timing based on value, readiness, dependencies, and available capacity. For each approved item, the Contractor shall document requirements, acceptance criteria, estimates, assumptions, risks, dependencies, design, test results, deployment and rollback approach, documentation updates, and knowledge transfer.

A.1.5 Delivery, Governance, and Acceptance

* Maintain one prioritized backlog covering incidents, requests, maintenance, technical debt, enhancements, roadmap items, and new builds.

* Conduct at least weekly delivery and backlog meetings, monthly service reviews, and quarterly roadmap and executive reviews unless UAF approves another cadence.

* Provide weekly status reporting and monthly service reporting showing work completed and planned, hours and capacity by person and role, backlog movement, service-level performance, risks, issues, decisions, dependencies, releases, documentation updates, and forecast capacity.

* Use UA-approved development, testing, user-acceptance, change-control, production, and release-management procedures. No enhancement or new build may be deployed to production without UAF approval.

* Operational services will be accepted through monthly service review and verification of required capacity, deliverables, and service performance. Roadmap, enhancement, and net-new work will be accepted when documented acceptance criteria are met and UAF provides written acceptance or authorizes production release.

A.2 Mandatory Minimum Qualifications - Pass/Fail

Respondents must meet each qualification below as of the bid submission deadline. Each requirement will be evaluated on a pass/fail basis using the supporting documentation submitted with the bid. Respondents shall identify the documentation supporting each numbered requirement. A statement of compliance alone does not satisfy a requirement for supporting documentation.

A.2.1 Organizational Anaplan Experience

The Respondent shall have at least three (3) years of organizational experience providing Anaplan implementation, enhancement, or production-support services.

Required evidence: A company profile or project history identifying the service periods, customers or customer types, and Anaplan services performed. Response shall be limited to three (3) pages.

A.2.2 Comparable Managed-Services Engagements

The Respondent shall have completed or currently perform at least three (3) Anaplan engagements within the preceding five (5) years that include ongoing production support plus delivery of enhancements, roadmap items, or new capabilities. At least one qualifying engagement shall involve financial planning, budgeting, forecasting, or workforce planning.

Required evidence: Project summaries identifying the customer, dates, duration, Anaplan functions supported, staffing model, production-support responsibilities, roadmap or new-build work delivered, and Respondent role. This response shall be limited to one (1) page per project. Vendors shall not exceed three (3) submitted use cases.

A.2.3 Named Anaplan Model Builder

The proposed Model Builder shall hold a current Anaplan Certified Model Builder credential, have at least three (3) years of hands-on Anaplan model-building experience, and be committed for forty (40) hours per week. During critical coverage cycles or when parallel net-new build workstreams are deemed appropriate, UAF may request a second model builder on a short-term basis, not to exceed 624 hours annually. The Additional Model Builder hourly rate shall equal the primary Model Builder hourly rate. Additional personnel must meet the role's minimum qualifications and receive prior written UAF approval. These 624 short-term hours are optional and are not guaranteed; UAF will pay only for authorized hours actually worked, subject to available funding and approved contract limits.

Required evidence: Resume, certification verification, work location, and written confirmation of weekly availability and commitment for the primary model builder role only. Include Higher Education experience on Anaplan engagements at current or past firms. Resume provided shall not exceed two (2) pages.

A.2.4 Named Anaplan Solution Architect

The proposed Solution Architect shall hold a current Anaplan Certified Solution Architect credential, have at least five (5) years of Anaplan delivery experience, and be committed for twenty (20) hours per week. Experience shall include enterprise solution design, architecture, performance optimization, Workday integrations, and design assurance for production models.

Required evidence: Resume, certification verification, relevant project descriptions, work location, and written confirmation of weekly availability and commitment. Include Higher Education experience on Anaplan engagements at current or past firms. Resume provided shall not exceed two (2) pages.

A.2.5 Named Project Manager

The proposed Project Manager shall have at least five (5) years of experience managing enterprise technology or enterprise performance management initiatives and be committed for five (5) hours per week. Experience shall include iterative delivery, backlog and dependency management, risk and issue management, status reporting, and acceptance tracking. Project management shall not exceed five (5) hours per week and shall be billed only for actual documented time. The proposed named Solution Architect could also perform these project management functions provided they meet the above requirements, increasing their weekly commitment to twenty-five (25) hours a week. If using the Solution Architect for project management functions, duplicate the Solution Architect rate on the Project Manager line of the Official Bid Price Sheet.

Required evidence: Resume and written confirmation of role, relevant experience, and weekly availability and commitment. Include Higher Education experience on Anaplan engagements at current or past firms. Resume provided shall not exceed (2) pages.

A.2.6 Named Executive Oversight

The Respondent shall identify an executive accountable for service governance, relationship oversight, escalation, and quarterly roadmap review. Executive Oversight shall not exceed two (2) hours per week and shall be billed only for actual documented time. Provide the anticipated weekly use of the executive sponsor and any related pricing assumptions. If executive oversight is included at no additional charge, enter $0 per hour on the Official Bid Price Sheet.

Required evidence: Executive biography or resume and written confirmation of role, availability, and acceptance of the weekly cap. Include experience working at Higher Education institutions and experience on Anaplan engagements at current or past firm. Resume provided shall not exceed two (2) pages.

A.2.7 Demonstrated Technical Capability

The proposed team, collectively, shall demonstrate hands-on experience in each of the following areas: production support and administration; model and UX development; data integration and reconciliation; application lifecycle and release management; roles, selective access, and security administration; model-health assessment and performance optimization; testing and acceptance support; and technical and user documentation.

Required evidence: A cross-reference to proposed personnel resume and project summaries showing where and when each capability was performed, not to exceed three (3) pages.

A.2.8 Finance and Administration Planning and Workday Integration Experience

The Respondent or proposed team shall have delivered production Anaplan capabilities in at least two (2) of the following areas: annual budgeting, in-year forecasting, long-range or integrated financial planning, workforce or position planning, enrollment or tuition planning, resource allocation or contribution margin, grants planning, capital planning, or financial-aid optimization. At least one qualifying area shall be annual budgeting, in-year forecasting, or workforce or position planning.

In addition, the Respondent or proposed team shall have successfully designed, developed, deployed, or materially supported production integrations between Anaplan and both Workday Financial Management and Workday Human Capital Management within the preceding five (5) years. This experience may have been obtained through one or multiple engagements and must include hands-on responsibility for integration architecture, data mapping, development or configuration, testing, deployment, monitoring, or production support. Experience limited to general advisory services does not satisfy this requirement.

Required evidence: Submit project summaries that collectively demonstrate compliance with all requirements above. Each summary shall identify the customer or customer type; project dates; planning processes and production capabilities delivered; Workday products and data domains involved, if applicable; integration direction, frequency, and method; production deployment or support status; and the roles and responsibilities of the Respondent and proposed personnel.

At least one submitted summary shall specifically address the required Workday Financial Management and Workday Human Capital Management integration experience. If the experience was obtained through multiple engagements, the Respondent may describe those engagements within the same submitted use case. The Respondent shall cross-reference the resume of proposed personnel who performed the qualifying work and provide a reference or other documentation sufficient to verify at least one qualifying engagement.

Each project summary shall be limited to one (1) page. Respondents may submit no more than four (4) use cases in response to this requirement. Higher-education experience may be identified but is not required to pass this qualification.

A.2.9 Personnel Commitment and Continuity

Proposed personnel are subject to UAF confirmation and approval before services begin. Approved personnel must meet the applicable minimum qualifications. Any subsequent replacement requires prior UAF approval.

Required evidence: A staffing roster listing each individual's name, role, employment status, work location, weekly commitment, and confirmation of availability.

A.2.10 References

The Respondent shall provide three (3) references for comparable Anaplan managed-services, staff-augmentation, implementation, or roadmap-delivery engagements. At least one reference shall demonstrate ongoing managed services or production support, and at least one shall demonstrate financial-planning work; one reference may satisfy both conditions. The University reserves the right to contact submitted references, consider its own experience with the bidder, and conduct reasonable inquiries necessary to determine bidder responsibility, including requests for clarification or additional information regarding qualifications, experience, past performance, and ability to perform the required services.

Required evidence: For each reference, provide the organization name, contact name and title, telephone number, email address, project description, service dates, and current status. Failure to provide the stated number of required references and information will result in rejection of the bid as nonresponsive.

A.2.11 Authorized Anaplan Partner

The Respondent shall be a current authorized Anaplan partner in good standing as of the bid submission deadline and shall maintain that status throughout the resulting Contract.

Required evidence: Documentation issued by Anaplan confirming the Respondent's current partner status or identification of the Respondent in Anaplan's current partner directory. A self-certification without independent verification does not satisfy this requirement.

A.2.12 Contract Performance History Disclosures

The Respondent shall disclose material contract-performance issues occurring within the preceding five (5) years, including contracts terminated for cause or default, formal cure notices, assessments of liquidated damages, unresolved performance claims, debarment or suspension actions, and litigation or administrative proceedings related to the Respondent's performance of contracts involving Anaplan services.

Required evidence: A signed disclosure identifying each applicable matter; the customer or contracting entity; contract scope; relevant dates; nature of the issue; current status or resolution; and corrective actions taken. If no reportable matters exist, the Respondent shall submit a signed statement affirmatively stating that none exist. A disclosed matter will not automatically result in failure; however, failure to disclose a material matter or submission of materially inaccurate information will fail this requirement and may result in rejection of the bid.

A.2.13 Security and Delivery Compliance

The Respondent shall be able to perform services using UAF-approved accounts, access methods, repositories, collaboration tools, and environments; apply least-privilege access and multi-factor authentication where available; protect UA data; and comply with applicable FERPA, privacy, records, security, accessibility, and University requirements. Offshore access to UAF systems or data is prohibited unless UAF expressly approves it in writing.

Required evidence: A signed attestation of compliance identifying the proposed delivery locations and any requested exception. An unapproved exception will fail this qualification.