This Solicitation opportunity from North Carolina was posted on March 3, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Financial Consultant Services for Debt Management: IRMA, Modeling, and Arbitrage Analysis

Closed

269-2025-078State & Local

Submission Closed04/01/2025, 12:00:00 AM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 541211

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Housing Authority of Gloucester County

POSTED

DEADLINE

PROFESSIONAL AUDIT SERVICES

Solicitation # 26-007

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Housing Authority of Gloucester County

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DEADLINE

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Lane Community College

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DEADLINE

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Dmh104209 Financial Mgmt - Hcm Only Jrst11

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DEADLINE

Annual External Financial Audit Services

Solicitation # RFP27-0006

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DEADLINE

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DEADLINE

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Solicitation # QM171-27

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Dutchess County Soil & Water Conservation District

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DEADLINE

Financial Auditing Services

Solicitation # 2140313

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Dutchess County Soil & Water Conservation District

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DEADLINE

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Transportation Investment Corporation

POSTED

1 day ago

DEADLINE

in 26 days

AI Contract Overview

The City of Charlotte is inviting proposals from qualified professionals to provide crucial financial consulting services focusing on debt management. This initiative aims to improve the city's financial operations by leveraging expert advice and analysis in three primary areas: Independent Registered Municipal Advisor (IRMA), Debt Modeling, and Arbitrage Rebate and Yield Reduction Analysis. Successful candidates will offer IRMA services to ensure adherence to municipal advisory regulations and guidance on debt issuance. Additionally, they will serve as Debt Modeling Consultants to create and assess financial models aiding debt management strategy decision-making. The role also encompasses Arbitrage Rebate and Yield Reduction Analyst responsibilities, which involve calculating and reporting arbitrage rebate obligations to ensure the city complies with federal mandates concerning tax-exempt bonds. The contract aligns with the City of Charlotte's fiscal year or specific project timelines, as determined during the proposal process. The services will be executed within Charlotte, North Carolina. This contract opportunity, identified by the source ID 269-2025-078, was posted on March 3, 2025, with proposals due by April 1, 2025. The sourcing agency, the City of Charlotte, seeks to enhance its financial management processes through this solicitation, offering a critical opportunity for professionals in financial consulting for public sector engagements.

General Info

Charlotte seeks financial consultants for debt management services, proposals due April 1, 2025.

Agency

North Carolina → City of Charlotte

NAICS

541211 - Offices of Certified Public Accountants

Place of Performance

NC, USA

Set-Aside

NONE

Documents

City of Charlotte Project 269-2025-078 Bonfire Portal Instructions

special-notice

High

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

PhaseClosed

PostedMar 3

Solicitation

Response DeadlineApr 1

Deadline has passed

Submission Closed

04/01/2025, 12:00:00 AM UTC

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Organization & Contact Information

AgencyNorth Carolina → City of Charlotte

ContactsNo contacts available

OfficeN/A

Organization / AgencyNorth Carolina → City of Charlotte

Office AddressN/A

ContactsNo contact information available

Full Description

The City of Charlotte is soliciting proposals to identify qualified professionals for three financial functions that are integral to the debt management process. • Independent Registered Municipal Advisor (IRMA) • Debt Modeling Consultant • Arbitrage Rebate and Yield Reduction Analyst