Finance Department Organizational Assessment Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Kickoff and documentation review: Month 1st
Finance department assessment and benchmarking: Months 2nd–3rd
Countywide function mapping and process documentation: Months 3rd–5th
Systems review and internal controls evaluation: Months 4th–6th
Stakeholder interviews, survey, and focus groups: Months 5th–7th
Future-state design, recommendations, and implementation roadmap: Months 7th–8th
Final report drafting and presentations: Month 8th
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Washington County
DESCRIPTION
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.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on August 7, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Washington County. The work is located in Hillsboro, Oregon, United States.
- Who is a good fit for this opportunity?
- Public sector financial management consulting firm
- Experience with county or local government organizational assessments
- Expertise in finance operations, internal controls, and compliance reviews
- Capability in process mapping and cross-department workflow analysis
- Experience evaluating staffing models, classifications, and service delivery structures
- Ability to conduct stakeholder interviews and employee surveys
- Strong knowledge of governmental accounting best practices and statutory requirements
- Regional presence or experience serving clients in the Pacific Northwest
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.