SLED Opportunity · NORTH CAROLINA · CITY OF CHARLOTTE

    269-2026-202 - Investment Reporting and Accounting

    Issued by City of Charlotte
    cityRFPCity of CharlotteSol. 225219
    Closed
    STATUS
    Closed
    due Apr 6, 2026
    PUBLISHED
    Invalid Date
    Posting date
    JURISDICTION
    City of
    city
    NAICS CODE
    523920
    AI-classified industry

    AI Summary

    City of Charlotte seeks proposals for a fixed income investment management solution with reporting, analysis, and integration with Workday for its $2.8B portfolio.

    Opportunity details

    Solicitation No.
    225219
    Type / RFx
    RFP
    Status
    Open
    Level
    city
    Published Date
    Invalid Date
    Due Date
    April 6, 2026
    NAICS Code
    523920AI guide
    Jurisdiction
    City of Charlotte
    Agency
    City of Charlotte

    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.

    Key dates

    1. Invalid DatePublished
    2. April 6, 2026Responses Due

    AI classification tags

    Frequently asked questions

    SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.

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