Consulting Services For Funds Flow 2.0 Optimization And Project Management
University Of California-DavisHigher Ed · Davis, CA- Due
- Sep 18, 2026
- Deadline passed
- Posted
- Sep 4, 2026
- Duration
- 6 months
- Primary contact
- Benjamin Joseph
- (916) 734-4364
The 30-second brief
University of California Davis Health is seeking proposals from qualified healthcare management and financial consulting firms for consulting services, financial modeling, and project management to support the optimization and recalibration of the Funds Flow 2.0 program in Sacramento, CA. The scope includes a 30-day current state assessment, financial modeling, developing affordability metrics, governance structures, and transition planning across three phases over up to 180 days. Submissions are due by September 18, 2026, at 3:00 PM PDT via email to Benjamin Joseph. Evaluation will be based on Best Value criteria including industry expertise, project management, methodology and approach, team qualifications, and cost.
Comprehensive Assessment Report, Funds Flow 2.0 Guide, Governance structure, Interactive Financial Models, Roadmap and Concurrent Implementation
Industry Expertise, Project management, Methodology & Approach, Team Qualifications, Presentation, Cost & Value
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Summary
University of California Davis Health is seeking proposals from qualified healthcare management and financial consulting firms for consulting services, financial modeling, and project management to support the optimization and recalibration of the Funds Flow 2.0 program in Sacramento, CA. The scope includes a 30-day current state assessment, financial modeling, developing affordability metrics, governance structures, and transition planning across three phases over up to 180 days.
Submissions are due by September 18, 2026, at 3:00 PM PDT via email to Benjamin Joseph. Evaluation will be based on Best Value criteria including industry expertise, project management, methodology and approach, team qualifications, and cost.
EVALUATION CRITERIA
6- Industry Expertise
- Project management
- Methodology & Approach
- Team Qualifications
- Presentation
- Cost & Value
REQUIRED DELIVERABLES
5- Comprehensive Assessment Report
- Funds Flow 2.0 Guide
- Governance structure
- Interactive Financial Models
- Roadmap and Concurrent Implementation
REQUIRED ATTACHMENTS
Signature copy of this RFP document, Exhibit B (Excel) - Bidder Response, Exhibit C (Excel) - Cost Proposal, Exhibit A - UC Health Professional Services Purchase Agreement including Appendix A, Appendix B, and Appendix C
- Submit to
- [email protected]
- Scope location
- Sacramento, CA
- Reported agency
- University of California Davis Health
Questions about this RFP
How do I respond to this RFP from University Of California-Davis?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 18, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Benjamin Joseph.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including University Of California-Davis in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Benjamin Joseph at (916) 734-4364. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Comprehensive Assessment Report, Funds Flow 2.0 Guide, Governance structure, Interactive Financial Models, Roadmap and Concurrent Implementation. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Industry Expertise, Project management, Methodology & Approach, Team Qualifications, Presentation, Cost & Value" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from University Of California-Davis?
All active and historical solicitations from University Of California-Davis are tracked and searchable. As a higher ed agency, University Of California-Davis regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 6 months. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Signature copy of this RFP document, Exhibit B (Excel) - Bidder Response, Exhibit C (Excel) - Cost Proposal, Exhibit A - UC Health Professional Services Purchase Agreement including Appendix A, Append. Review the full document from University Of California-Davis for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sacramento, CA. Review the full solicitation for detailed scope requirements.