Settle Intelligence
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April 2nd, 2026: Solicitation Notice Issued
April 9th, 2026: Form A Due
April 17th, 2026: Pre-Proposal Conference
April 24th, 2026: Vendor Questions Due
May 6th, 2026: County Response to Vendor Questions
May 13th, 2026: Proposals Due
May 13th, 2026: Public Bid Opening
Mecklenburg County
Organization overview and procurement intelligence available on paid plans.
The government authority in Charlotte, North Carolina is seeking a vendor to provide forensic accounting services. The selected provider will offer specialized financial analysis and investigative support for cases involving suspected financial exploitation of vulnerable adults. Key responsibilities include receiving agency referrals and confirming receipt within 24 hours, followed by conducting an initial assessment of provided financial materials within three business days to determine scope, identify missing documentation, and estimate the level of analysis required.
The service scope involves reviewing all relevant financial documents—such as bank statements, credit card records, investment accounts, loan documentation, and transaction histories—to identify irregularities, suspicious transactions, patterns of exploitation, or signs of fraud. The vendor will also reconstruct financial timelines or account activity when necessary to clarify events and will apply forensic accounting methodologies to quantify financial losses, misappropriation, or unauthorized transfers. The contract will be for one year.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.