Overview


Financial, Legal, HR & Staffing
Charlotte, North Carolina, United StatesPosted about 1 month agoDeadline: May 13th, 2026

Fit Score


Settle Intelligence

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SUMMARY


Charlotte seeks a forensic accounting firm to investigate potential financial exploitation of vulnerable adults and provide detailed financial analysis and loss quantification.

KEY REQUIREMENTS


BUDGET

Estimate

$100,000 – $250,000

CONTRACT DURATION


12 months

TIMELINE


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

QUESTION DEADLINE


April 24th, 2026

Issuing Agency


Mecklenburg County

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


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.

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