# North Carolina eVP #163-163-10222026TB

Transitional CFO and Budget Financial Consulting Support

**Posted:** October 22, 2026
**Respond By:** November 03, 2026
**Identifier:** 163-163-10222026TB
**NAICS:** 541611, 541219

Charlotte-Mecklenburg Schools seeks temporary financial consulting support to cover senior finance and budget functions during a leadership transition.
- **Government buyer:** Charlotte-Mecklenburg Board of Education, Charlotte-Mecklenburg Schools (CMS), Procurement Services.
- **Services requested:** Transitional support for CFO functions and the Assistant Finance Officer of Budget (AFO of Budget) functions. No products, part numbers, or named OEMs or vendors are identified.
- **Roles and workload:** A CFO support lead and a dedicated AFO of Budget resource; up to 220 service hours per month combined. The AFO resource must devote at least 15 hours per week to budget operations.
- **Work areas:** Finance operations and accounting oversight, budget development and leveling, allotments, spending and commitment analysis, reconciliations, monthly financial reviews, audit support, staff consultation, leadership coordination, and transition assistance.
- **Notable requirements:** CFO support includes weekly finance leadership coordination and required on-site attendance every other week, including monthly management reviews. The AFO resource must attend monthly in-person management reviews; other work may be remote. Rates must include travel and incidental costs, with hours and costs reported by role and activity. CMS may adjust or discontinue roles as permanent positions are filled.
- **Period:** Four-month initial service period, with an optional extension of up to five additional months; the extension is not automatic.
- **Potential competitors:** Accounting and consulting providers such as Deloitte, EY, KPMG, PwC, CliftonLarsonAllen, and Baker Tilly may offer comparable support.

### Description

Charlotte-Mecklenburg Schools seeks transitional financial consulting support to backfill the Chief Financial Officer and Assistant Financial Officer of Budget. Services are to maintain financial routines, support staff, protect the budget, and preserve fiscal integrity. The pricing attachment requests role-based pricing for an initial four-month period, with an optional additional five months, and describes budget development, budget leveling, audit support, reporting/reconciliation, and project management/administrative activities. Responses must be submitted electronically through North Carolina’s Electronic Vendor Portal, and vendors must be registered to respond.

[View original listing](https://evp.nc.gov/solicitations//details/?id=872b3b1a-24ce-f111-a05c-001dd80d92a5)