Investment Reporting and Accounting

Location:	North Carolina
Posted:	Mar 18, 2026
Due:	Apr 6, 2026
Agency:	State Government of North Carolina
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
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


Solicitation Number * 269-269-2026-202	Department CITY OF CHARLOTTE	Status Reason Open
Opening Date 2026-04-06T11:00:00.0000000	Posted Date * 2026-03-18T19:20:44.0000000Z	Primary Commodity Code Investment accounts
Mandatory Conference/Site Visit — —	Special Instructions —	Solicitation Type * Select RFP IFB RFI
Owner Latisha Grice
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.

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)

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

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