Investment Reporting and Accounting

Agency:	City of Charlotte
State:	North Carolina
Type of Government:	State & Local
NAICS Category:	541219 - Other Accounting Services 541611 - Administrative Management and General Management Consulting Services
Posted Date:	Apr 1, 2026
Due Date:	Apr 7, 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

Project: Investment Reporting and Accounting

Ref. #: 269-2026-202

Department: City Procurement

Type: RFP

Status:

Open

Open Date: Mar 18th 2026, 11:00 AM EDT

Questions Due Date: Mar 27th 2026, 2:00 PM EDT

Close Date: Apr 7th 2026, 3:00 PM EDT

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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Investment Reporting and Accounting

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