Long-Range Integrated Strategic Financial Plan Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
A Texas agency is seeking a qualified vendor to deliver long-range integrated strategic financial plan services spanning a ten-year period. The selected provider will be responsible for conducting a comprehensive financial position assessment and developing a robust three-statement financial model, incorporating the agency's income statement, balance sheet, and cash flow over the next decade.
The financial model must integrate the agency's existing capital plan and Master Facility Plan, while also modeling transitional, activation, dual-operation, and migration costs associated with a replacement campus. Scenario and sensitivity analyses are required, including standard healthcare variables and expanded stress testing, ensuring the model remains flexible in assessing potential strategic options.
The vendor will align the financial modeling process with evolving strategic initiatives, and offer ongoing coaching, interpretation, and expert consultation throughout the engagement. The contract will have a duration of three years.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.