RFP Strategic Financial Planning.pdf

This is a Request for Proposal (RFP) issued by the State of Oregon for strategic financial planning services focused on financial funding strategy and capital deployment. The RFP seeks consulting services to develop comprehensive financial planning strategies that address the state's capital funding needs and deployment approaches. The proposal submission deadline is specified within the document, with selected vendors expected to begin work upon contract award. The contract term includes provisions for potential renewal options to be negotiated based on performance and continued need for advisory services. Interested bidders are encouraged to attend any scheduled bidders' conferences to clarify scope details and requirements.

The RFP emphasizes strategic advisory services with pricing to be evaluated based on cost-effectiveness and qualifications of proposed teams. Specific contract set-asides or incumbent contractor information is subject to state procurement policies. The engagement will require demonstrated expertise in public sector financial planning, capital strategy development, and funding mechanisms. Funding for this initiative derives from the State of Oregon's general operations or designated budget allocations for strategic planning services. Vendors should be prepared to demonstrate relevant experience with comparable public sector financial strategy projects and present qualified teams capable of delivering high-level financial advisory services.