Financial Planning and Analysis Platform
- Client
- Virginia
- RFP Number
- SW-120296
- Posted
- 10/2/2026
- Category
- Software, System and Application
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedHorizon needs a vendor to provide an Excel-centered financial planning and analysis platform that securely combines financial, workforce, and operational data. The requested scope includes integrating data from Horizon's payroll and human resources system, Credible Behavioral Health EHR, and MIP Fund Accounting, while supporting 20 total users across finance, management, and IT. Vendors must supply implementation services, deliverables, milestones, a go-live approach, training, named resources, and a specific architecture for each source system. Eligible applicants are restricted to US-based organizations (Onshore), and performance of the work will take place offsite. Vendors can submit proposals digitally via email or online, and all questions must be submitted no later than October 15, 2026. Horizon is looking for budget proposals that detail response codes for functional requirements, implementation assumptions, and any one-time or recurring costs not covered in the base proposal.
Key solicitation details
AI-extracted from FPA_Vendor_RFP_Horizon_Behavioral_Health.pdf. Confirm against the original documents before bidding.
Horizon Behavioral Health is soliciting proposals from qualified vendors to provide an Excel-centered financial planning and analysis (FP&A) platform. The platform must combine financial, workforce, and operational data for an organization with approximately 600 employees and $40 million in annual revenue. The system will support 20 anticipated users across finance, management, and IT departments.
- Issued by
- Horizon Behavioral Health
- RFP issue date
- October 1, 2026
- Questions due
- October 15, 2026, 5:00 PM EST
- Proposal due
- October 23, 2026, 5:00 PM EST
- How to submit
- PDF delivery via e-mail or physical delivery
- Submission details
- Submissions may be emailed to [email protected] or physically delivered to 2241 Langhorne Rd, Lynchburg VA 24501, Attn: Purchasing. Submissions must be marked RFP 16972.
- Place of performance
- Performance of the work will be Offsite.
- Insurance and bonding
- Cyber insurance details requested in Section S-13; no specific mandatory coverage thresholds stated.
How proposals are evaluated
| Excel experience and usability | 15% |
| Planning and forecasting | 20% |
| Data integration and architecture | 15% |
| Security, privacy, and controls | 15% |
| Behavioral health and operational modeling | 10% |
| Implementation and ongoing administration | 10% |
| Cost and three-year value | 10% |
| Vendor fit, support, and references | 5% |
Scope of work
- Excel add-in or Excel-native planning and reporting platform
- Integration with ADP payroll and human resources data
- Integration with MIP Fund Accounting system including Distribution Tables sync
- Integration with Credible Behavioral Health EHR operational data
- Budgeting, rolling forecasts, driver-based planning, and scenario analysis capabilities
- Workforce and position-level compensation planning
- Behavioral health operational driver modeling
- Implementation, data migration, testing, and training services
Minimum qualifications
- Must provide an Excel-centered experience acceptable to Horizon with high formula parity
- Must demonstrate specific, maintainable integration architecture for Credible, MIP, and ADP
- At least two customer references of comparable complexity; behavioral health, healthcare, governmental, or nonprofit experience preferred
Documents to include with the bid
- Executive summary and proposed solution
- Company qualifications, relevant experience, and customer references
- Completed functional requirements response matrix
- Completed integration response for ADP, MIP Fund Accounting, and Credible Behavioral Health
- Completed Security, Privacy & Controls response matrix
- Implementation approach, timeline, staffing, responsibilities, training, and support plan
- Completed pricing response and three-year total cost of ownership
- Exceptions, assumptions, dependencies, and requested contract terms
- Current independent assurance report(s) or certification(s)
- Data-flow or architecture diagram and subprocessor list
Source and verification
Original sourceCraxy AI summarizes this opportunity from the original listing and available solicitation documents. Confirm submission instructions and amendments with the issuing source before responding.
Personalized fit score
Sign up free to see how well this opportunity fits your company — based on your saved profile.
Sign up to see your fit score