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Financial Planning and Debt Affordability Consultant

Active

State & Local

Response Deadline09/29/2026, 05:00:00 PM UTC

Contract Overview

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

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The Financial Planning and Debt Affordability Consultant subcontract supports prime contractors on City of Charlotte MPTA projects through complex financial modeling and long-term forecasting. The selected consultant is responsible for developing a 20-year integrated financial plan, establishing cash reserve policies, and creating debt affordability models. These tasks involve projecting revenues and calculating coverage metrics utilizing treasury management systems and advanced financial modeling software. The primary deliverables for this engagement include a functional debt affordability model and a comprehensive 20-year financial plan. This opportunity is associated with NAICS code 541611 and was posted by the City of Charlotte in North Carolina, with a response deadline of September 29, 2026.

General Info

Consultant provides financial modeling and 20-year planning for City of Charlotte MPTA projects.

Agency

North Carolina → City Of CharlotteView Agency

NAICS

541611 - Administrative Management and General Management Consulting ServicesView NAICS

Place of Performance

NC, USA

Set-Aside

NONE

Documents

This scope was carved out of 269-2027-2207.

The full solicitation package (4 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Independent Registered Municipal Advisor (IRMA) Services

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Timeline

PostedAug 25

subcontract

Response DeadlineSep 29

Submission deadline

Response Deadline

09/29/2026, 05:00:00 PM UTCin 17 days

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Organization & Contact Information

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AgencyNorth Carolina → City Of Charlotte

ContactsNo contacts available

OfficeN/A

Organization / Agency

North Carolina → City Of Charlotte

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Office AddressN/A

ContactsNo contact information available

Full Description

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Performs complex financial modeling and long-term forecasting for prime contractors on City of Charlotte MPTA projects. Develops a 20-year integrated financial plan, debt affordability models, and cash reserve policies. Projects revenues and calculates coverage metrics using advanced financial modeling software and treasury management systems. Delivers a 20-year financial plan and a functional debt affordability model.

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