Specifications include, but are not limited to: The core function of each finance unit is interconnected based on expenditures for goods, services, and supplies as well as employee costs. The goal is always to improve the management and operations of each of the units separately and collectively for more accountability and transparency, and the development and monitoring of budgets and forecasts. The scope ofservices should include, but is not limited to the following services: 1. Review the financial department responsibilities, policies, procedures, workflow, processes, technology and staffing levels and make recommendations. 2. Review and evaluate existing titles and job descriptions to determine skill base for accounting, budgeting, and forecasting and make recommendations regarding staffing levels and recommended training to develop personnel. 3. Review workflow and organizational chart of the revenue department and make recommendations of staffing levels. 4. Evaluate and recommend best practices. 5. Review and recommend budget preparation process. 6. Review current Board reporting and make recommendations of best practices. 7. Review ERP software (Microsoft Dynamics Great Plains). As a product provide an evaluation of the information system technologies needed to align with best practices and improved efficiencies. 8. Review and evaluate governance structure and best practices. 9. Provide an overall effectiveness analysis. 10. Work with CFO to identify risk areas.
