Investment Reporting and Accounting
| Agency: | City of Charlotte |
|---|---|
| State: | North Carolina |
| Type of Government: | State & Local |
| NAICS Category: |
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| Posted Date: | Mar 18, 2026 |
| Due Date: | Apr 6, 2026 |
| Solicitation No: | 269-2026-202 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
Description
Project Description: The City of Charlotte is seeking proposals from qualified vendors to provide a comprehensive fixed income investment management solution that provides reporting, analysis and seamless integration with the City's General Ledger system, Workday. The solution must support to the management, automate accounting workflows, and ensure compliance with regulatory and internal reporting requirements for the City’s $2.8B investment portfolio.
The City retains full ownership of all investment and transactional data. Vendors must describe how data ownership, access, portability, and extraction will be supported throughout the contract term and upon termination.
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