Finance Department Organizational Assessment Services

A government authority is seeking a qualified vendor to provide organizational assessment services for its finance department under a one-year contract. The assessment is intended to identify opportunities to improve organizational structure, clarify roles and responsibilities, strengthen internal controls, streamline workflows, and align financial operations with best practices and statutory requirements.

The selected vendor will evaluate the structure, staffing, and functional alignment of the central finance department, while also identifying and mapping finance-related activities performed outside the department, such as accounts payable and receivable, grants management, payroll, procurement, budgeting, and capital planning. The work includes assessing current risks for errors and non-compliance, documenting roles, workloads, authority levels, and separation of duties, and mapping end-to-end finance processes across departments to identify duplications, gaps, inefficient handoffs, and inconsistent practices.

The engagement also calls for gathering stakeholder perspectives on service quality, communication, role clarity, and process challenges, with the option to administer a countywide survey on finance service delivery and internal customer satisfaction. The vendor is expected to provide recommendations for a future-state organizational structure, staffing levels, service delivery models, more consistent classifications and roles, and multiple implementation timelines for recommended changes. Questions are due by August 3, 2026.