Investment Reporting and Accounting
| Location: | North Carolina |
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| Posted: | Mar 18, 2026 |
| Due: | Apr 6, 2026 |
| Agency: | State Government of North Carolina |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | 269-269-2026-202 |
| Publication URL: | To access bid details, please log in. |
| Solicitation Number: | 269-269-2026-202 |
| Project Title: | Investment Reporting and Accounting |
| 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 $2.8 billion investment portfolio. |
| Opening Date: | 4/6/2026 11:00 AM |
| Posted Date: | 3/19/2026 |
| Status: | Open |
| Department: | CITY OF CHARLOTTE |
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Solicitation Number
*
269-269-2026-202
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Department
CITY OF CHARLOTTE
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Status Reason
Open
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Opening Date
2026-04-06T11:00:00.0000000
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Posted Date
*
2026-03-18T19:20:44.0000000Z
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Primary Commodity Code
Investment accounts
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Mandatory Conference/Site Visit
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—
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Special Instructions
—
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Solicitation Type
*
Select RFP IFB RFI
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Owner
Latisha Grice
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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 $2.8 billion investment portfolio.
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Attachment Preview
CITY OF CHARLOTTE PROCUREMENT PORTAL INSTRUCTIONS
THE FOLLOWING PROJECT IS HOSTED ON THE CITY OF CHARLOTTE'S PROCUREMENT PORTAL
PROJECT #: ITB 269-2026-202 PROJECT NAME: INVESTMENT REPORTING AND
ACCOUNTING
PROJECT LINK: HTTPS://CHARLOTTENC.BONFIREHUB.COM/OPPORTUNITIES/225219
CITY OF CHARLOTTE BONFIRE PORTAL
The City of Charlotte is currently conducting a trial of a new electronic solicitation Procurement Portal
(https://charlottenc.bonfirehub.com) to post solicitations, receive vendor submissions, and communicate with
vendors interested in participating in solicitations being conducted with the use of the new Procurement Portal.
Interested Vendors must register through the Procurement Portal to access these solicitations and participate in
solicitation activities.
HOW TO REGISTER
All vendors wishing to view and participate in solicitations on the Procurement Portal must register here -
https://charlottenc.bonfirehub.com/login. Once you are registered, you may access solicitations, submit
questions, and submit responses to solicitations (e.g. Bids, Proposals, Quotes, etc.)
QUESTIONS
All solicitation questions must be submitted electronically to https://charlottenc.bonfirehub.com through the
Vendor Discussions section under the respective Project.
SUBMISSION INSTRUCTIONS
All submissions must be submitted electronically via the Procurement Portal
https://charlottenc.bonfirehub.com/opportunities, under the respective Project.
Your submission must be uploaded, submitted, and finalized prior to the Project's posted due date. The City
strongly recommends allowing sufficient time to complete this process (ideally one or more business days prior
to the deadline) to begin the uploading process and to finalize your submission. Uploading large documents may
take time, depending on the size of the file(s) and your Internet connection speed.
BROWSERS
The Bonfire portal can be accessed using Microsoft Edge, Google Chrome, or Mozilla Firefox. Javascript must be
enabled. Browser cookies must be enabled.
SUPPORT
For technical questions, visit Bonfire's help forum at https://vendorsupport.gobonfire.com/hc/en-us
Contact the Bonfire support team at Support@GoBonfire.com or by calling 1-800-354-8010.
To get started with Bonfire, watch this five-minute training video:
Vendor Registration and Submission [VIDEO] - Bonfire Vendor Support (gobonfire.com)
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