How to bid on financial consulting services for Charlotte-Mecklenburg Schools

What Charlotte-Mecklenburg Schools is seeking

Charlotte-Mecklenburg Schools (CMS) seeks transitional financial consulting support to backfill its Chief Financial Officer and Assistant Financial Officer of Budget. The work is intended to maintain financial routines, support staff, protect the budget, and preserve fiscal integrity.

This is a request for information (RFI), so review the posting documents to understand what CMS asks respondents to provide.

Deadline and submission

The response deadline is November 3, 2026, at 1:00 PM ET. The agency specifies online submission only.

Make sure your response is submitted as directed in the posting before the deadline.

Who this opportunity may suit

This opportunity may suit a professional-services firm or consultant with experience providing financial leadership or budget support to an organization. Relevant capabilities include maintaining financial processes, supporting staff, and helping protect fiscal integrity.

How to access and respond

Find solicitation 163-163-10222026TB on North Carolina’s electronic Vendor Portal (eVP). The posting and document list are publicly viewable; responding requires free eVP vendor registration.

Review the posting for the full documents and response instructions. Some North Carolina bids use the separate NC eProcurement (Ivalua) tool; otherwise, submit as the posting directs. The agency names Anthony Becker as its point of contact.

Prepare a clear, relevant response

Read the RFI documents closely and address each requested item in the order and format specified. Explain how your experience relates to transitional CFO and budget leadership support, including continuity of financial routines and support for staff.

Use concrete examples that show relevant financial and budget experience. Check that your response is complete, follows the posting’s submission instructions, and is submitted online before the deadline.