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  5. ›RFI # 163-10222026TB - Financial Consulting Services

North Carolina Charlotte-Mecklenburg Board of Education·North Carolina

RFI # 163-10222026TB - Financial Consulting Services

Closes 11/3/2026$150k – $300kRequest for Information
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Description

Charlotte‑Mecklenburg Schools (CMS) is seeking a qualified firm to provide transitional financial consulting services to back‑fill the Chief Financial Officer and Assistant Financial Officer of Budget positions. The contractor will maintain routine financial operations, support staff, protect the district budget, and preserve fiscal integrity during the transition period. Services are to be delivered via online submission only, with the contract expected to commence on August 1, 2024 and continue for the term defined in the eventual purchase order. The engagement will be governed by CMS’s standard terms and conditions, including insurance, indemnification, and compliance with state and federal regulations. • Scope: CFO and AFO‑Budget back‑fill, financial routine maintenance, staff support, budget protection. • Delivery: Online submission, work begins upon written notice to proceed. • Duration: Not explicitly stated; tied to the term of the contract/purchase orders. • Compensation: Not disclosed; fee structure includes contractor fee, travel, lodging/food, and other costs, all not to exceed a total amount to be defined. • Requirements: Qualified and licensed consulting firm, compliance with insurance, background checks, and federal Uniform Guidance.

Attached files

Contact

Anthony Becker

Key dates

Opened
10/22/2026
Closes
11/3/2026

Last updated

Details

Type
Request for Information
Industry
Consulting Services
NAICS
541618
Solicitation №
163-163-10222026TB

Budget estimate

$150,000 – $300,000

The RFI does not disclose a contract value. Typical district‑level CFO back‑fill consulting engagements range from $150,000 to $300,000 annually, depending on scope, duration, and consultant seniority. Assuming a 12‑month term with a senior finance team, a low‑end estimate of $150k (basic support) and a high‑end estimate of $300k (comprehensive advisory, travel, and ancillary costs) is reasonable. Factors influencing the final amount include the exact contract term, number of days on‑site versus remote, and any travel or lodging reimbursements.

AI estimate from the solicitation

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