RFP # 26/27-01: FINANCIAL MANAGEMENT & ACCOUNTING CONSULTANT SERVICES

Location:	New York
Posted:	Jul 13, 2026
Due:	Jul 22, 2026
Agency:	Mount Vernon City School District
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Publication URL:	To access bid details, please log in.

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MOUNT VERNON CITY SCHOOL DISTRICT

165 North Columbus Avenue

Mount Vernon, New York 10553

NOTICE TO PROPOSERS

The Board of Education of the Mount Vernon City School District, Mount Vernon, New York,

popularly known as the Mount Vernon City School District, hereby invites the submission of

sealed proposals from reputable and qualified individuals or firms for the following contract

with the School District:

RFP # 26/27-01: FINANCIAL MANAGEMENT & ACCOUNTING CONSULTANT

SERVICES

July 22, 2026, at 10:00 AM

Proposals for the Financial Management & Accounting Consultant Services Contract will be

received until the above stated hour of prevailing time and date at the Office of the Purchasing

Department at the Mount Vernon City School District Administration Building located at 165

North Columbus Avenue, Mount Vernon, New York 10553. The Request for Proposal document

may be obtained in the Purchasing Office located at 165 North Columbus Avenue, Mount

Vernon, New York beginning on July 13, 2026, Monday through Friday, excluding holidays

from 10:00 a.m. to 3:00 p.m. at www.mtvernoncsd.org/bids. and at

www.empirestatebidsystem.com.

All proposals must be enclosed in sealed envelopes, which are clearly marked on the outside:

RFP # 26/27-01 For: “Mount Vernon City School District – Financial Management

&Accounting Consultant Services. Proposals shall remain firm for a period of forty-five (45)

days following the date of the RFP opening. No phone, fax or email proposal will be accepted.

The Board of Education reserves the right to waive any informalities in or to reject any or all

proposal, or to accept that proposal which, in the Board of Education’s judgment, is in the best

interest of the School District.

BOARD OF EDUCATION

MOUNT VERNON CITY SCHOOL DISTRICT

Purchasing Office

165 North Columbus Avenue

Mount Vernon, New York 10553

MOUNT VERNON CITY SCHOOL DISTRICT

165 North Columbus Avenue

Mount Vernon, New York 10553

___________

REQUEST FOR PROPOSAL

RFP# 26/27-01 FINANCIAL MANAGEMENT & ACCOUNTING CONSULTANT

SERVICES

The objective of this Request for Proposal (“RFP”) is to solicit proposal from experienced,

professional consultants in school finance and business operations, and related administrative

services as more fully set forth herein. Under this solicitation, the Board of Education intends to

select a qualified individual or firm to perform the services for the District.

The successful proposer shall provide professional consultation service in connection with the School

District’s Business Office Financial Management and accounting services.

Term of Engagement: The term of this engagement shall commence upon award through June

2027. The District reserves the right to renew the resultant contract for an additional one (1) year

erm upon approval of the Board of Education. The District reserves the right to terminate the

contract for any reason upon thirty (30) days written notice to successful proposer(s). No contract

becomes binding until the necessary funds have been approved. The successful Proposer(s) will

execute a contract with the District in substantial conformance with this RFP and the successful

proposal.

SCOPE OF SERVICES

The successful proposer that works with the District will be required to have expertise and

knowledge included but not be limited to:

Background and Need for Financial Management and Accounting Consultant Services

The District currently maintains a State Comptroller monitoring score of 85.0, indicating fiscal stress

requiring enhanced oversight and monitoring through June 2027. The District is seeking the services

of a skilled and qualified financial accounting or auditing firm to provide comprehensive review and

audit of the District’s accounting and financial management of several areas of fiscal and operational

concern. The audit shall be aimed at identifying financial irregularities, misallocation or misuse of

funds. The School District has identified the following areas for audit:

General Fund: The General Fund has been impacted by a pattern of financial irregularities,

unauthorized or improper transfers, and expenditure concerns that require comprehensive

investigation. Areas of concern include:

• Budget Integrity: A mid-year budget reconciliation required approximately $26 million

in amendments to address negative fund balances across multiple budget lines. The

successful proposer will be required to ascertain budget development process is

appropriate; the budget as adopted accurately reflected known obligations; and

expenditures were properly authorized prior to being incurred.

• Interfund Transfers: The successful proposer shall review the use of interfund transfer

including transfers to the District’s school lunch fund and address whether such transfers

were properly authorized, documented, and compliant with applicable regulations

governing fund usage.

• Medicaid Reimbursement Recovery: The District has subsidized costs through the

General Fund for services that qualify for Medicaid reimbursement, including special

education-related services such as speech, occupational therapy, physical therapy, and

nursing. The successful proposer shall review billing practices, reimbursement recovery

rates, and the proper crediting of funds received to determine whether the District is

leaving recoverable revenue uncollected and whether reimbursements received have been

properly applied.

• Accounts Payable and Service Provider Costs: The successful proposer shall review

outstanding accounts payable obligations and service provider expenditures to assess

whether payments were properly authorized, competitively procured, and aligned with

services actually rendered.

Payroll: The successful proposer shall undertake audit and review of the District’s payroll

department operations including identifying the cause of:

• Frequent overpayments and underpayments to employees each pay cycle

• Errors in tax withholding calculations

• Time and attendance recording inconsistencies

• Excessive overtime required for routine payroll processing functions

• Potential irregularities in payroll processing requiring investigation

The scope of work the successful proposer’s services shall include but not limited to:

Review of the existing District budget, fund and reserve management and administration

Review of employee onboarding, retirement system registration and reporting, payroll deductions

practices, procedures and administration

Review of employee payroll and benefit administration and management

Review of existing finance and accounting reconciliation procedures and practices

Review district account management and record keeping procedures and practices including account

receivables and incoming District revenue including State aid.

Review of District fund management, collection practices and record keeping including School

Lunch Fund.

In addition, the successful proposer shall provide a written report outlining the scope of the audit and

review, its findings and recommendations to the District to assist the key personnel in the Business

Office in the performance of their respective duties in the following areas:

Best practices in administration and management of retirement, payroll benefits

Best practices for cash, revenue and expenditure management and accounting.

• Tracking hours worked by employees and tracking eligibility for health coverage.

Tracking monthly employee data and providing annual reporting to administration and/or

the Board of Education for ACA compliance purposes.

• Frequent overpayments and underpayments to employees each pay cycle

• Assisting the School District in developing strategies for enrolling District employees who

meet the ACA threshold for average hours worked during relevant period of time, and as a

result, are entitled to health insurance coverage from the School District.

• Reviewing of employee onboarding, retirement system registration and reporting, payroll

deductions practices, procedures and administration.

PROPOSAL SUBMISSION REQUIREMENTS

Three (3) copies of the proposal and other required document must be submitted in a sealed

envelope clearly label “RFP #26/27-01 Mount Vernon City School District- Financial

Management and Accounting Consultant Services” with the name and address of the proposer

and submitted to:

Hillary Thomposn

Purchasing Agent

Mount Vernon City School District

165 North Columbus Avenue

Mount Vernon, NY 10553

One copy of the proposal must be titled “ORIGINAL” with a USB drive and each of the other

two copies titled “COPY”. Each page of the proposal must bear the following information:

Name of Proposer, Mount Vernon City School District – Financial Management and Accounting

Consultant Services RFP, and page number, All materials submitted in response to this request

for proposal shall become the property of this School district.

All proposals must be received on or before July 22, 2026 @ 10:00 a.m.

There is no express or implied obligation for the School District to reimburse responding

individuals or organizations for any expenses incurred in preparing proposal or attending any

interview in connection with responding to this RFP. Proposals submitted after the stated time

and date will not be considered and will be returned to the organization unopened. Any

questions or request for clarification concerning this RFP must be addressed to the School

District’s Purchasing Agent, Hillary Thompson in writing via fax 914-665-1682 or by email at

hthompson@mtvernoncsd.org prior July 15, 2026 at 11:00 a.m. Responses to any questions will

be sent to all prospective proposers in writing as an addendum to this RFP.

Proposals:

All proposals must be submitted in parts and will be evaluated as such Part I must consist of

responses to organization an qualification items. Part II must include the cost proposal to

provide the consultation services described herein. All aspects of this RFP shall be addressed on

the proposal. Incomplete submissions will not be considered for award. Proposals should not be

excessively long, and should be submitted in a format that permits copying for review.

Part 1: Organizational and Qualifications

Describe the individual’s or firm’s history of providing the consultant services requested in a

school district.

Indicate the individual’s or firm’s capacity to provide the provision of these services.

Provide proof of his/her certification and a resume for each individual so designated to provide

services hereunder.

Provide evidence of proposer’s credentials and qualifications to provide the services in

connection with the School District’s Business Office operations.

Provide a list and description of similar contracts and/or projects awarded by other school

districts.

Describe the proposer’s experience and expertise focusing on school district finance, business

office administration and operation.

State the name(s) of the officer(s) of proposer, if a firm or corporation.

Provide a list of all executive/administrative staff members and their resumes together with a list

and resumes of all staff members who will be specifically involved in the School District.

Provide any other information that might be beneficial to the School District.

Part II: Cost

Include any cost or price information that would be included in a potential agreement with the

District. Indicate any costs for which reimbursement may be sought by the proposer.

Financial Statement of the Organization: Proposes will submit the most recent financial

statement for the company or firm. The District reserves the right to use third party companies to

verify financial information provided. In addition, the District may investigate, as it deems

necessary, to determine the ability of the Proposer to provide the services requested herein. The

proposer shall furnish to the District within five (5) days of a request, all such information and

the information submitted by, or investigation of such Proposer fails to satisfy the District that

such Proposer is properly qualified to carry out the obligations of the contract and to complete

the work contemplated therein. Conditional Proposals will not be accepted.

Cost Proposal: Submit a cost proposal for the services described above. The cost proposal must

be submitted separately in a sealed envelope and must be an all-inclusive amount for the services

required for one year under the contract. Pricing may be provided based on an hourly fee or as a

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

RFP # 26/27-01: FINANCIAL MANAGEMENT & ACCOUNTING CONSULTANT SERVICES

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