Marshall County Schools - CSBO Mentor Position - 2026
- Due
- Sep 25, 2026
- Deadline passed
- Contract term
- 1 year
- Primary contact
- Shelby Haines
The 30-second brief
Marshall County Schools is seeking proposals from qualified individuals or providers to deliver Chief School Business Official (CSBO) mentoring services. The selected mentor will provide mentoring, reporting, compliance, and daily operational support in accordance with West Virginia Department of Education (WVDE) requirements. Services include a minimum of two points of contact per month, quarterly progress reports, assistance with annual financial statements, budget development, GASB requirements, fixed asset schedules, fiduciary fund statements, WVEIS training and support, account reconciliation, and external audit documentation. Proposals are due by September 25th, 2026, and must be submitted to Dr. Shelby Haines via email at [email protected]. The initial contract term is for the period of October 13, 2026 through October 13, 2027.
Provide a minimum of two points of contact per month; Provide a minimum of one in-person point of contact per month; Participate with WVDE staff in any mandatory in-person mentoring or training sessions; Develop quarterly progress reports; Assist with the preparation of annual financial statements; Assist with budget development and management; Assist with the preparation and understanding of GASB requirements; Assist with fixed asset schedules and depreciation schedules; Assist with fiduciary fund statements, As applicable; Provide WVEIS training and support; Assist with reconciliation of accounts in WVEIS; Assist in the preparation of documentation for external audits; Assist with the development of financial presentations for Board of Education meetings; Provide additional assistance in other financial or operational areas
Qualifications and experience of the mentor, Demonstrated knowledge of WVDE finance and compliance requirements, Quality and clarity of the proposed mentoring approach, Cost-effectiveness
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Summary
Marshall County Schools is seeking proposals from qualified individuals or providers to deliver Chief School Business Official (CSBO) mentoring services.
The selected mentor will provide mentoring, reporting, compliance, and daily operational support in accordance with West Virginia Department of Education (WVDE) requirements. Services include a minimum of two points of contact per month, quarterly progress reports, assistance with annual financial statements, budget development, GASB requirements, fixed asset schedules, fiduciary fund statements, WVEIS training and support, account reconciliation, and external audit documentation. Proposals are due by September 25th, 2026, and must be submitted to Dr. Shelby Haines via email at [email protected]. The initial contract term is for the period of October 13, 2026 through October 13, 2027.
EVALUATION CRITERIA
4- Qualifications and experience of the mentor
- Demonstrated knowledge of WVDE finance and compliance requirements
- Quality and clarity of the proposed mentoring approach
- Cost-effectiveness
REQUIRED DELIVERABLES
14- Provide a minimum of two points of contact per month
- Provide a minimum of one in-person point of contact per month
- Participate with WVDE staff in any mandatory in-person mentoring or training sessions
- Develop quarterly progress reports
- Assist with the preparation of annual financial statements
- Assist with budget development and management
- Assist with the preparation and understanding of GASB requirements
- Assist with fixed asset schedules and depreciation schedules
- Assist with fiduciary fund statements, As applicable
- Provide WVEIS training and support
- Assist with reconciliation of accounts in WVEIS
- Assist in the preparation of documentation for external audits
- Assist with the development of financial presentations for Board of Education meetings
- Provide additional assistance in other financial or operational areas
REQUIRED ATTACHMENTS
Qualifications, certifications, and relevant experience, Demonstrated experience as a CSBO or in school finance, Proof that the vendor is a registered entity authorized to conduct business in the State of West Virginia, Completed W-9 form, Detailed breakdown of all costs associated with the mentoring services, Identification of hourly rates or flat fees, Estimated travel costs, Payment schedule and terms
- Submit to
- [email protected]
- Scope location
- West Virginia
- Reported agency
- Marshall County Schools
Questions about this RFP
How do I respond to this RFP from Marshall County School District?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is September 25, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Shelby Haines.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Marshall County School District in WV, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Shelby Haines. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Provide a minimum of two points of contact per month; Provide a minimum of one in-person point of contact per month; Participate with WVDE staff in any mandatory in-person mentoring or training sessions; Develop quarterly progress reports; Assist with the preparation of annual financial statements;. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Qualifications and experience of the mentor, Demonstrated knowledge of WVDE finance and compliance requirements, Quality and clarity of the proposed mentoring approach, Cost-effectiveness" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Marshall County School District?
All active and historical solicitations from Marshall County School District are tracked and searchable. As a school agency, Marshall County School District regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Qualifications, certifications, and relevant experience, Demonstrated experience as a CSBO or in school finance, Proof that the vendor is a registered entity authorized to conduct business in the Stat. Review the full document from Marshall County School District for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: West Virginia. Review the full solicitation for detailed scope requirements.