Investment Reporting and Accounting

Project Information

Bid Title: Investment Reporting and Accounting
Issuing Agency: City of Charlotte
Location: North Carolina
Published Date: Apr 1, 2026
Closing Date: Apr 7, 2026
Government Level: State & Local
Status: Closed
Ref. #: 269-2026-202
Original Source: Join to Access Full Details
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Project Description: 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.
Commodity Codes: NAICS 541219Other Accounting Services
NAICS 541611Administrative Management and General Management Consulting Services

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