Financial Planning and Advisory Services

The government authority in Houston, TX requires a US organization to provide qualified personnel and professional offsite financial planning and advisory services. The buyer seeks a vendor to assess current financial planning and forecasting practices, build a rolling 13-week cash flow forecast, and create annual operating cash flow forecasts. Furthermore, the selected vendor must establish integrated five-year and thirty-year long-range financial planning models that incorporate operating revenues, tuition and fee revenue, enrollment assumptions, state appropriations, grants, auxiliary operations, operating expenditures, compensation, capital investments, debt obligations, liquidity, and other material assumptions. The buyer also requires the vendor to evaluate current operating and capital budgeting practices, create standardized operating budget request templates, and establish standardized financial planning methodologies and standards. Bidders must submit all questions by August 31, 2026. The contract runs for a one-year period, and the buyer is currently looking for proposal budgets.