Investment Reporting and Accounting
| Location: | North Carolina |
|---|---|
| Posted: | Apr 1, 2026 |
| Due: | Apr 7, 2026 |
| Agency: | City of Charlotte |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | 269-2026-202 |
| Publication URL: | To access bid details, please log in. |
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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