Financial Audit and Tax Services for Affiliated Entities

Location:	North Carolina
Posted:	Mar 24, 2026
Due:	Apr 9, 2026
Agency:	State Government of North Carolina
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	66-26068SB
Publication URL:	To access bid details, please log in.

Solicitation Number:	66-26068SB
Project Title:	Financial Audit and Tax Services for Affiliated Entities
Description:	The University’s Financial Services unit is soliciting proposals for the following professional services: 1. To conduct an independent audit engagement on the annual financial statements of the above listed entities that provide support to the University or that the University supports; 2. To prepare the annual IRS Tax Form 990 (and 990-T, as needed) for the above listed entities.
Opening Date:	4/9/2026 2:00 PM
Posted Date:	3/24/2026
Status:	Open
Department:	UNC - CHARLOTTE


Solicitation Number * 66-26068SB	Department UNC - CHARLOTTE	Status Reason Open
Opening Date 2026-04-09T14:00:00.0000000	Posted Date * 2026-03-24T12:48:24.0000000Z	Primary Commodity Code Audit services
Mandatory Conference/Site Visit — —	Special Instructions Submit Written Questions 3/30@12pm, Provide Response to Questions 4/2	Solicitation Type * Select RFP IFB RFI
Owner Tina Moody
Description The University’s Financial Services unit is soliciting proposals for the following professional services: 1. To conduct an independent audit engagement on the annual financial statements of the above listed entities that provide support to the University or that the University supports; 2. To prepare the annual IRS Tax Form 990 (and 990-T, as needed) for the above listed entities.

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STATE OF NORTH CAROLINA

University of North Carolina at Charlotte

Request for Proposals # 66-26068 SB

Financial Audit and Tax Services for Affiliated Entities

Date of Issue: Tuesday, March 24, 2026

Proposal Due Date: Thursday, April 9, 2026

At 2:00 PM ET

Direct all inquiries concerning this RFP to:

Scott Brechtel

Director of Materials Management

Email: sjbrecht@charlotte.edu

STATE OF NORTH CAROLINA

University of North Carolina at Charlotte

Request for Proposals #

66-26068 SB

______________________________________________________

For internal State agency processing, including tabulation of proposals, provide your company’s eVP (Electronic

Vendor Portal) Number. Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the public.

This page will be removed and shredded, or otherwise kept confidential, before the procurement file is made

available for public inspection.

This page shall be filled out and returned with your proposal.

Failure to do so may subject your proposal to rejection.

___________________________________________________

Vendor Name

______________________________

Vendor eVP#

Note: For a contract to be awarded to you, your company (you) must be a North Carolina registered

vendor in good standing. You must enter the vendor number assigned through eVP (Electronic Vendor

Portal). If you do not have a vendor number, register at https://evp.nc.gov/SignIn?returnUrl=%2F

Electronic responses ONLY will be accepted for this solicitation.

STATE OF NORTH CAROLINA

University of North Carolina at Charlotte

Refer ALL Inquiries regarding this RFP to:

Scott Brechtel

sjbrecht@charlotte.edu

Request for Proposal #66-26068 SB

Proposals will be received until:

Thursday, April 9, 2026 at 2:00 PM ET

EXECUTION

In compliance with this Request for Proposals (RFP), and subject to all the conditions herein, the undersigned Vendor offers and agrees to furnish

and deliver any or all items upon which prices are bid, at the prices set opposite each item within the time specified herein.

By executing this proposal, the undersigned Vendor understands that false certification is a Class I felony and certifies that:

 this proposal is submitted competitively and without collusion (G.S. 143-54),

 none of its officers, directors, or owners of an unincorporated business entity has been convicted of any violations of Chapter 78A of

the General Statutes, the Securities Act of 1933, or the Securities Exchange Act of 1934 (G.S. 143-59.2), and

 it is not an ineligible Vendor as set forth in G.S. 143-59.1.

Furthermore, by executing this proposal, the undersigned certifies to the best of Vendor’s knowledge and belief, that:

 it and its principals are not presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from

covered transactions by any Federal or State department or agency.

As required by G.S. 143-48.5, the undersigned Vendor certifies that it, and each of its sub-Contractors for any Contract awarded as a result of this

RFP, complies with the requirements of Article 2 of Chapter 64 of the NC General Statutes, including the requirement for each employer with

more than 25 employees in North Carolina to verify the work authorization of its employees through the federal E-Verify system.

As required by Executive Order 24 (2017), the undersigned vendor certifies will comply with all Federal and State requirements concerning fair

employment and that it does not and will not discriminate, harass, or retaliate against any employee in connection with performance of any

Contract arising from this solicitation.

G.S. 133-32 and Executive Order 24 (2009) prohibit the offer to, or acceptance by, any State Employee associated with the preparing plans,

specifications, estimates for public contracts; or awarding or administering public contracts; or inspecting or supervising delivery of the public

contract of any gift from anyone with a contract with the State, or from any person seeking to do business with the State. By execution of this

response to the RFP, the undersigned certifies, for Vendor’s entire organization and its employees or agents, that Vendor is not aware that any

such gift has been offered, accepted, or promised by any employees of your organization.

By executing this proposal, Vendor certifies that it has read and agreed to the INSTRUCTION TO VENDORS and the NORTH CAROLINA GENERAL

TERMS AND CONDITIONS incorporated herein. These documents can be accessed from the ATTACHMENTS page within this document.

Failure to execute/sign proposal prior to submittal may render proposal invalid and it MAY BE REJECTED.

Late proposals CANNOT and will NOT be accepted.

COMPLETE/FORMAL NAME OF VENDOR:

STREET ADDRESS:

P.O. BOX:

CITY, STATE & ZIP:

TELEPHONE NUMBER:

PRINCIPAL PLACE OF BUSINESS ADDRESS IF DIFFERENT FROM ABOVE (SEE INSTRUCTIONS TO VENDORS ITEM #21):

NAME OF PERSON SIGNING ON BEHALF OF VENDOR:

TITLE:

VENDOR’S AUTHORIZED SIGNATURE:

DATE:

EMAIL:

Proposal Number: 66-26068 SB

Vendor: __________________________________________

VALIDITY PERIOD

Offer shall be valid for at least sixty 60 days from date of bid opening, unless otherwise stated here: ______ days, or

if extended by mutual agreement of the parties in writing. Any withdrawal of this offer shall be made in writing,

effective upon receipt by the agency issuing this RFP.

ACCEPTANCE OF PROPOSAL

If your proposal is accepted, all provisions of this RFP, along with the written results of any negotiations, shall constitute

the written agreement between the parties (“Contract”). The NORTH CAROLINA GENERAL TERMS AND CONDITIONS

are incorporated herein and shall apply. Depending upon the Goods or Services being offered, other terms and

conditions may apply, as mutually agreed.

FOR STATE USE ONLY: Offer accepted and Contract awarded this________ day of __________, 2026, as indicated

The attached certification, by ____________________________________________________________________.

(Authorized Representative of UNC Charlotte)

Ver: 01/2026

Proposal Number: 66-26068 SB

Vendor: __________________________________________

Contents

1.0 PURPOSE AND BACKGROUND .............................................................................................. 5

1.1 CONTRACT TERM ......................................................................................................................... 5

2.0 GENERAL INFORMATION ........................................................................................................ 6

2.1 REQUEST FOR PROPOSAL DOCUMENT .............................................................................. 6

2.2 E-PROCUREMENT ................................................................................................................... 6

2.3 NOTICE TO VENDORS REGARDING RFP TERMS AND CONDITIONS ............................... 6

2.4 RFP SCHEDULE ....................................................................................................................... 6

2.5 PROPOSAL QUESTIONS......................................................................................................... 7

2.6 PROPOSAL SUBMITTAL ......................................................................................................... 7

2.7 PROPOSAL CONTENTS .......................................................................................................... 8

2.8 ALTERNATE PROPOSALS...................................................................................................... 8

2.9 DEFINITIONS, ACRONYMS, AND ABBREVIATIONS .................................................................. 8

3.0 METHOD OF AWARD AND PROPOSAL EVALUATION PROCESS ....................................... 8

3.1 METHOD OF AWARD............................................................................................................... 8

3.2 CONFIDENTIALITY AND PROHIBITED COMMUNICATIONS DURING EVALUATION ........ 9

3.3 PROPOSAL EVALUATION PROCESS.................................................................................... 9

3.4 EVALUATION CRITERIA........................................................................................................ 10

3.5 PERFORMANCE OUTSIDE THE UNITED STATES .............................................................. 11

3.6 INTERPRETATION OF TERMS AND PHRASES................................................................... 11

4.0 REQUIREMENTS ..................................................................................................................... 11

4.1 FINANCIAL PROPOSAL ........................................................................................................ 11

4.2 FINANCIAL STABILITY .......................................................................................................... 12

4.3 HUB PARTICIPATION ............................................................................................................ 12

4.4 VENDOR EXPERIENCE ......................................................................................................... 12

4.5 REFERENCES ........................................................................................................................ 13

4.6 BACKGROUND CHECKS ...................................................................................................... 13

4.7 PERSONNEL .......................................................................................................................... 13

4.8 VENDOR’S REPRESENTATIONS.......................................................................................... 13

4.9 AGENCY INSURANCE REQUIREMENTS ............................................................................. 14

4.10 SUBCONTRACTORS ............................................................................................................. 14

4.11 SECRETARY OF STATE REGISTRATION ............................................................................ 14

5.0 SPECIFICATIONS AND SCOPE OF WORK ........................................................................... 14

5.1 GENERAL ............................................................................................................................... 14

Ver: 01/2026

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

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Financial Audit and Tax Services for Affiliated Entities

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