When is the submission deadline?

Submissions are due November 3, 2026. Questions must be submitted by October 27, 2026.

What is the budget for this RFP?

Settle estimates the budget at $150,000 – $300,000. The issuer has not published an official figure.

It was issued by Charlotte-Mecklenburg Schools. The work is located in Charlotte, North Carolina, United States.

Financial Consulting Services (Due November 3, 2026)

Overview

Financial, Legal, HR & Staffing

Charlotte, North Carolina, United StatesPosted: October 22, 2026Deadline: November 3, 2026

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SUMMARY

Charlotte-Mecklenburg Schools is seeking transitional financial consulting services to backfill the Chief Financial Officer and Assistant Financial Officer of Budget positions.

KEY REQUIREMENTS

Must demonstrate experience with public and/or private sector clients of similar or greater size and complexity
Must provide a résumé or professional biography for the CFO support lead, AFO of Budget resource, and each proposed subject matter expert
Must provide at least three customer references
Must certify financial stability by completing the Certification of Financial Condition
Must provide monthly pricing for November 2026 through February 2027, and estimated pricing for potential extension through July 2027
Must include all travel costs in the proposed rates
Must be able to provide on-site support for the CFO support lead one full day every other week, including the monthly MMR day
Must be able to provide in-person MMR attendance for the AFO of Budget resource once each month

BUDGET

Estimate

$150,000 – $300,000

CONTRACT DURATION

4 months

TIMELINE

Issue RFI: October 22nd, 2026

Submit Written Questions: October 27th, 2026

Provide Responses to Questions: October 29th, 2026

Submit Proposals: November 3rd, 2026

QUESTION DEADLINE

October 27, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

See Decision-Maker Contacts

Issuing Agency

Charlotte-Mecklenburg Schools

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

Charlotte-Mecklenburg Schools (CMS) is seeking transitional support to backfill both the Chief Financial Officer (CFO) and the Assistant Financial Officer of Budget (AFO of Budget). The selected provider will maintain financial routines, support staff, protect the budget, and preserve fiscal integrity. The initial contract term is four months, from November 2026 through February 2027, with an option to renew for up to five additional months. Services may continue through July 31, 2027, via an approved written change order. The scope includes meeting with the current CFO for handoff, leading weekly finance executive workflow meetings, conducting individual leadership meetings, leading monthly management reviews, and providing budget development and operational support.

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Frequently asked questions

When is the submission deadline?: Submissions are due November 3, 2026. Questions must be submitted by October 27, 2026.
What is the budget for this RFP?: Settle estimates the budget at $150,000 – $300,000. The issuer has not published an official figure.
Who issued this RFP?: It was issued by Charlotte-Mecklenburg Schools. The work is located in Charlotte, North Carolina, United States.

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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