IDEA Public Schools (herein referred to as IDEA or the organization) is seeking a Statement of Qualifications (SOQ) from qualified Respondents or individuals with specialized expertise in Texas charter school finance and long-term forecasting in response to this Request for Qualifications (RFQ) to partner with IDEA Public Schools in developing a robust 2–5-year financial forecasting model for each IDEA Texas campus. This model will inform long-term financial planning and be fully integrated into the FY26-27 budget planning, incorporating key financial levers such as, but not limited to, aging facilities maintenance, enrollment trends, staffing costs, and changes in state and federal funding. This initiative is a critical requirement for meeting our Goal Progress Measures with a tight turnaround and the depth of analysis needed. The qualified Respondent(s) must be able to execute duties within budget and a tight timeline with the utmost diligence, cooperation, and ethical behavior, in addition to being knowledgeable of industry standards as they relate to financial forecasting services for public schools. The chosen Respondent(s) should also demonstrate high levels of trust, competence, and integrity.
