Anaplan System Stabilization and Budget Optimization Services

Overview

Business Systems (ERP, CRM & POS)

Houston, Texas, United StatesPosted 17 days agoDeadline: May 7th, 2026

Fit Score

Settle Intelligence

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SUMMARY

Seeking a vendor to assess, stabilize, and enhance the Anaplan budgeting system for a Texas financial planning office, including system improvements and budget book development.

KEY REQUIREMENTS

Must have a minimum of five consecutive years of experience in providing these specific services
Must have at least three years of relevant experience for personnel assigned to the project
Must provide a minimum of three verifiable references for current or previous contracts of the same size and scope within the last three years
Must be an Anaplan Certified Model Builder (Level 2 or Level 3 preferred)
Must provide Performance and Payment Bonds if the award exceeds $100,000
Must carry public liability, property damage, and Worker Compensation insurance
Must meet a small business participation goal of 35%

BUDGET

Verified

$100,000 – $150,000

TIMELINE

Request for Quotation released: April 20th, 2026

Deadline to receive written questions: April 24th, 2026

Responses to written questions (estimated): April 29th, 2026

Quotation Submittal Due Date: May 7th, 2026

QUESTION DEADLINE

April 24th, 2026

Issuing Agency

Houston City College

Organization overview and procurement intelligence available on paid plans.

See Issuer Research

DESCRIPTION

The Office of Financial Planning & Budget in Texas is seeking a qualified vendor to provide Anaplan system stabilization and optimization services. The primary goal of this engagement is to assess, stabilize, and enhance the current Anaplan ecosystem supporting the annual budget process.

The selected consultant will conduct a comprehensive system audit, identifying inefficiencies, data integration issues, and model performance concerns. The engagement includes delivering a findings report with recommendations, developing model maps, and documenting current and future state architectures. Key responsibilities involve executing system improvements and cleanup, enhancing user experience, dashboards, and reporting pages to improve overall performance and usability.

Additionally, the consultant will design and develop modules for the College’s annual budget development process, ensuring accurate data aggregation for the master Budget Book. Export-ready outputs must align with official requirements, and documentation of all changes, including architecture diagrams, data flows, formula logic, and an administrative user guide, is required to facilitate ongoing system maintenance.

Source attribution

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