ACCT-27236 - USA (Mexico, New York) - Financial Advisory and Planning Services - Deadline December 4,2026

(1) Vendor needs to provide financial advisory and planning services to the government authority located in Mexico, NY. – Provide independent financial advisory and long–range fiscal planning services. – Conduct a comprehensive assessment of a school agency’s financial management practices and budgeting processes to determine if the agency is an effective stewardship of public resources, if the agency’s practices promote transparency and if the process and practices position the agency for long–range financial stability.• Budget development and financial planning: Review a school agency's budget development process, financial forecasting methods, and multi–year planning practices to assess effectiveness in supporting informed decision–making and long–range fiscal sustainability.• Resource allocation: Evaluate how financial resources are allocated across instructional, operational and administrative functions to determine whether allocations align with Board priorities and the agency's educational mission.• Financial management practices: Assess the school agency's financial policies, internal controls, purchasing practices and fiscal monitoring and oversight procedures to identify opportunities for enhanced efficiency, accountability and transparency.• Staffing and organizational planning: Review current personnel configurations, staffing trends and facilities utilization and management as they relate to organizational growth in the context of enrollment, educational programming and long–range financial capacity to support sustainable operations.• Revenue and fund management: Evaluate the management of operating revenues, grants, contracts, reserve funds, and other financial resources. • Long–term fiscal sustainability: Assess the school agency's overall financial position, including structural budget balance, fund balance policies, reserve planning, debt management and future financial obligations, with consideration of maintaining educational programs while ensuring fiscal stability.(2) All the questions must be submitted no later than November 16, 2026.