Financial Planning & Analysis Platform-RFP 16972

Horizon Behavioral Health, a Virginia behavioral health organization with approximately 600 employees and $40 million in annual revenue, is requesting proposals for a Financial Planning & Analysis platform via RFP 16972, with proposals due October 30, 2026. This is an Excel-centered procurement with a short cycle: questions closed October 15, 2026; the posted date is October 21, 2026.

The scope requires integration with three incumbent systems — ADP (payroll and human resources), Credible Behavioral Health (electronic health record), and MIP Fund Accounting (accounting system) — into a single secure, governed environment. The platform must support 20 users: seven Finance department staff with daily access, ten managerial users accessing monthly for program financial reviews and semiannually for budget and forecast revisions, and three IT resources for system administration. Functional requirements include annual budgets, rolling forecasts, scenario analysis, workforce planning, revenue modeling, actual-to-budget and actual-to-forecast reporting, and departmental and program P&Ls with drill-down capabilities. Critical security qualifications are SOC 1 or SOC 2 reports or ISO 27001 certification; vendors must also demonstrate centralized authentication with SSO, multi-factor authentication, role-based access controls with field-level restrictions, and compensation data confidentiality protections.

Evaluation criteria are weighted as follows: Excel experience and usability (15%), planning and forecasting capabilities (20%), data integration and architecture (15%), security and controls (15%), behavioral health operational modeling (10%), implementation and administration (10%), cost and three-year total cost of ownership (10%), and vendor fit and support (5%). Finalists must conduct a live demonstration using representative data, including loading MIP GL actuals, ADP workforce data, and Credible operational data; producing departmental P&Ls with drill-down and actual-to-forecast reporting; forecasting salary and benefit expenses; and demonstrating role-based access restrictions and audit logging. Responses must include a capability matrix using standardized codes (Native, Configurable, Custom, Third Party, Roadmap, or Not Available) with technical specifications for extraction methods, refresh frequencies, reconciliation processes, and error handling. Submissions are accepted via email to purchasing@horizonbh.org or physical delivery to 2241 Langhorne Road, Lynchburg, Virginia 24501.