RFI 163-10222026TB Question and Answer - Amendment 1.pdf

NOTICE TO BIDDERS:

Please be advised that this is Addendum I for RFI 163-10222026TB – Financial Consulting Services. The following is a collection of questions submitted for clarification regarding RFI 163-10222026TB – Financial Consulting Services. All questions submitted regarding this RFI have been answered to the best of our ability.

***** Please include in your proposal as an acknowledgement of Addendum #1 *****

Document Reference Question Answer Section 5.2 pg. 9 Under weekly executive coordination, there are references to being available by text for designated meetings with Board members.

Does that require listening to the entire meeting or just having a number available as needed?

What is the allowable response time to a question by text?

Requires the listening as needed for Finance topics.

Response within 15 minutes.

Section 5.2 pg. 10-11 The dedicated operating capacity for the budget support is a minimum of 15 hours a week for day-to-day operations. For clarification, is that inclusive of the required meetings, weekly mini- MMR and departmental budget meetings and 27-28 budget development?

If not, how many hours are estimated for the above-mentioned requirements which would be offset against the estimated hours for the total contract ?

Yes, it is inclusive.

Not applicable, since answer above is ‘YES’.

Charlotte-Mecklenburg Schools Request for Information Addendum 1

Purchasing Department

4421 Stuart Andrew Blvd. Rm. 210 Charlotte, NC 28217

Direct all inquiries to: Request for Information #163-10222026TB ANTHONY A BECKER Bid due date: November 03, 2026 @ 2:00 PM anthonya.becker@cms.k12.nc.us Commodity: Posted to eVP as UNSPSC 8101500 –

Business and Corporate Management Consultation Services mailto:anthonya.becker@cms.k12.nc.us

Section 5.5, page 12 Does this section require an active

CPA credential for the CFO support lead, the AFO of Budget resource, or both?

If a CPA is required, may this requirement be satisfied through a disclosed CPA subcontractor or subject matter expert?

CPA for CFO support lead CPA for AFO not required for support lead.

No, requirement cannot be satisfied through a disclosed CPA subcontractor or subject matter expert.

Section 1.0, page 3 Is this the first solicitation for this transitional CFO and AFO of Budget support, or have these services previously been provided under contract?

Yes, this is the first solicitation for this service.

GENERAL If these services were previously contracted, please provide the incumbent’s name, the prior solicitation or contract number, and the service period.

Are the existing contract and scope of work publicly available?

This service has not been previously contracted.

Attachment D, page 2 The sample contract names LPD Solutions LLC and includes an August 1, 2024, effective date.

Is this information solely part of the sample template, or does it identify a current or previous provider of services relevant to this solicitation?

Solely part of the Sample/Draft template

Section 5.2 (Hours and Location), p. 9; Section 1.0, p. 3; Section 5.1, p. 9

The RFI states that CMS “anticipates up to 220 total service hours per month across all assigned personnel” and elsewhere calls it the “220-hour monthly allowance.” Is 220 hours a hard cap on total monthly service hours, or an estimate of anticipated need?

Hard capped at 220 total service hours per month, unless an approved change order/addendum is in place.

Section 5.2 (Hours and Location; Monthly work planning), pp. 9–10;

Section 2.2, p. 3

If a vendor concludes that the Scope of Work would be more fully met with a higher level of effort than 220 hours per month, may the vendor propose a more robust option, such as additional hours or personnel, priced separately from a base proposal within 220 hours?

If so, how should that option be presented so that it is considered responsive and not rejected as an additional or modified term under Section 2.2?

Alternate proposals are allowed for various methods or levels of Service(s).

Alternate proposals must specifically identify the RFI requirements and advantage(s) addressed by the alternate proposal. Any alternate proposal, in addition to the marking described above, must be clearly marked with the legend: “Alternate Proposal #___ [for ‘name of Vendor’]”.

Each proposal must be for a specific Service(s) and must include specific pricing. If a Vendor chooses to respond with various offerings, each must be offered with a separate price and be contained in a separate proposal. Each proposal must be complete and independent of other proposals offered.

Section 4.1, p. 7 Has CMS established a budget, not-to-exceed amount, or anticipated contract value for this engagement? If so, will CMS share it?

Lap salary dollars are intended for this contract.

Section 1.0, p. 3; Section 1.1, p. 3; Section 2.3, p. 4

Section 1.1 sets the Effective Date as the later of final contract execution or November 1, 2026, and Section 1.0 refers to services “beginning in early November,” while proposals are due November 3, 2026. What are the anticipated award notification date and service start date?

Proposals will be reviewed by CMS and decision will be made once their thorough review is complete.

Section 2.3, p. 4 The schedule lists weekdays that do not match the dates shown for 2026. October 22 is a Thursday, October 27 is a Tuesday, and October 29 is a Thursday. Please confirm that proposals are due Tuesday, November 3, 2026, at 2:00

PM ET.

The Dates are accurate day are off:

Tuesday, October 27, 2026 Thursday, October 29, 2026 Tuesday, November 3, 2026 @ 2 PM is current for proposals to be submitted to eVP only.

Section 2.5, pp. 4–5;

Notice to Bidders, p. 1

Section 2.5 says proposals are submitted through eVP “if applicable,” while the Notice to Bidders requires registration to submit a bid.

Please confirm the portal where proposals are to be submitted and where to find the registration instructions.

As directed on the Execution page; NOTICE TO BIDDERS ONLY Electronic responses will be accepted for this solicitation. You must register to submit a bid. Register as soon as possible! It may take 3 to 5 days for your account to become active. NO MAILED, COURIERED, FAXED, OR

EMAIL SUBMISSIONS WILL

BE ACCEPTED.

All proposals to this RFI must be uploaded to the eVP portal.

Section 2.6(h)–(j), p. 5;

Section 7.0, p. 15;

Contents, p. 2

Section 2.6(h) calls Attachment F a “Certification Regarding Debarment,” but Section 7.0 and the Contents list Attachment F as “Certification of Financial Condition,” the same title as Attachment H. Please confirm the correct title of each of Attachments F, G, and H, and whether a separate debarment certification is required.

If so, please provide it.

ATTACHEMNT F:

CERTIFICATION

REGARDIING DEBARMENT

ATTACHEMNT G:

CERTIFICATION OF

INDEPENDENT PRICE

ATTACHEMNT H:

CERTIFICATION OF

FINANCIAL CONDITION

Section 4.5, p. 8; Section 5.0, pp. 8–12

Section 4.5 asks vendors to “respond to each of the following questions outlined in Section 5.0.”

Section 5.0 does not contain enumerated questions. Please identify the specific questions, or confirm that the scope requirements in Section 5.0 and the technical approach in Section 5.4 constitute the required response.

Correct Scope requirements in Section 5.0 Specifications and Scope of Work (including but not limited to Section 5.2 and 5.3) and the Technical Approach in Section 5.4 constitutes the required response.