ATTACHMENT A - PRICING.pdf

This pricing attachment is part of a Request for Information (RFI) issued by Charlotte-Mecklenburg Schools (CMS) in North Carolina for financial consulting services to provide transitional support and backfill positions for the Chief Financial Officer (CFO) and Assistant Financial Officer of Budget (AFO of Budget). The contract encompasses accounting support services across four core activities: budget development, budget leveling, audit support, and reporting/reconciliation, along with project management and administrative functions. The initial contract term spans four months from November 2026 through February 2027, with an optional extension for an additional five months from March 2027 through July 2027, contingent upon CMS evaluation and approved written amendments and change orders.

The pricing structure requires vendors to submit fully burdened hourly rates for both the CFO and AFO of Budget positions, with monthly hours specified by labor category and activity. All proposed rates must be all-inclusive and cover travel, lodging, meals, mileage, parking, and incidental expenses, with CMS explicitly stating it will not reimburse travel costs separately. Monthly invoicing will track hours and costs by role and activity category, and CMS reserves the right to increase, reduce, or eliminate specific roles as permanent positions are filled. The pricing sheet requires vendors to specify total monthly hours for each labor category and provide detailed time and cost tracking documentation with each invoice.