This Solicitation opportunity from North Carolina was posted on August 25, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Independent Registered Municipal Advisor (IRMA) Services

Closed

269- 2027-2207State & Local

Submission Closed09/29/2026, 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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NAICS: 523940

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Central Washington University

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BCC01 - Bristol Community College

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AIIB Request for Proposal - Strategic Asset Allocation and Investment Advisory Services.

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Stable Income Fund Active Short Duration Fixed Income and Active Intermediate Core Fixed Income Manager

Solicitation # 2139748

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RFI-100-2700000009-1 | Personal Trading Vendor - Kentucky Public Pensions Authority

Solicitation # RFI-100-2700000009-1

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SNOC26271023 - RFP - Investment Services

Solicitation # SNOC26271023

Snow College is soliciting proposals under solicitation number SNOC26271023 to engage a qualified financial institution for the investment, management, and custodial services of its Endowment and Foundation investment funds, currently valued at approximately 34 million dollars. The selected vendor will provide full-time, non-discretionary advisory services, which include developing and implementing investment strategies, providing breakeven analysis for security replacements, and delivering regular performance reports in compliance with GAAP and GASB fair-value reporting standards. The advisor is expected to meet with college administration and boards at least twice per year and must ensure all activities comply with federal laws, State of Utah regulations, and the policies of the Utah Board of Higher Education. The contract will be awarded based on the optimum value provided to the college. Evaluation focuses on research and investment decision-making processes, with vendors requiring a minimum score of 96 out of 160 points in the initial scope of work evaluation to qualify for an interview. Proposals must be submitted via the U3P portal by November 13, 2026, and must include a separate, sealed cost proposal to avoid disqualification. Required contractor obligations include maintaining commercial general liability, professional liability, and workers compensation insurance, as well as providing performance and payment bonds if project amounts exceed 50,000 dollars or prepayment terms exceed 5,000 dollars. As a governmental entity under the Governmental Immunity Act of Utah, Snow College requires strict adherence to non-discrimination laws and federal civil rights acts.

Utah

POSTED

13 days ago

DEADLINE

in 16 days

AI Contract Overview

The City of Charlotte is seeking an Independent Registered Municipal Advisor (IRMA) to provide professional financial services for the Metropolitan Public Transportation Authority (MPTA). The selected advisor will be responsible for developing a comprehensive 20-year financial plan and debt affordability model, establishing the MPTA as a new credit entity, managing rating agency engagement, and executing debt issuance. Additionally, the IRMA will guide the MPTA through the North Carolina Local Government Commission approval and reporting processes, including the submission of LGC-129 and LGC-131 notices. The advisor must operate under SEC Municipal Advisor Regulations and MSRB compliance, maintaining a fiduciary responsibility to act in the best financial interest of the MPTA. This solicitation, identified as RFQ 269-2027-2207, requires firms to be registered with the North Carolina Secretary of State. Proposals are evaluated based on the firm's qualifications, relevant experience, availability of key team members, and the proposed methodology and approach. The contract includes strict adherence to federal requirements, including Buy America provisions, non-discrimination laws, and wage and hour protections. Submission of a Statement of Qualifications is required via the Bonfire procurement portal by September 29, 2026, with a maximum narrative limit of 15 pages. Pricing is structured around an annual retainer and proposed solution costs spanning a five-year period.

General Info

City of Charlotte seeks a fiduciary municipal advisor for MPTA financial and debt support.

Agency

North Carolina → City Of Charlotte

NAICS

523940 - Portfolio Management and Investment Advice

Place of Performance

NC, USA

Set-Aside

NONE

Documents

Forms RFP 269-2027-2207 IRMA - Proposal Submission Form

rfp

High

RFQ 269-2027-2207 IRMA Services

rfq

High

RFQ 269-2027-2207 Pricing Sheet - IRMA Services

rfq

High

SCONXXXXXXXXXX Master Agreement for Professional Services Template

contract-document

Low

AI Contract Breakdown

Uniform Contract Format

Timeline

1 update

PhaseClosed

PostedAug 25

Solicitation

Notice updatedAug 25

Response deadline changed from Sep 29, 2026 to Sep 30, 2026. The point of contact changed.

Response DeadlineSep 29

Deadline has passed

Submission Closed

09/29/2026, 05:00:00 PM UTC

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Organization & Contact Information

AgencyNorth Carolina → City Of Charlotte

Contacts1 person available

OfficeNC, USA

Organization / AgencyNorth Carolina → City Of Charlotte

Office AddressNC, USA

Contacts

John Larson

contact@example.gov

Full Description

The selected Independent Registered Municipal Advisor (IRMA) will support the Metropolitan Public Transportation Authority (MPTA) in financial planning, debt strategy, credit development, regulatory coordination, debt issuance execution, and ongoing compliance. The IRMA must operate under Securities and Exchange Commission (SEC) Municipal Advisor Regulations and maintain fiduciary responsibility to act solely in the best financial interest of the MPTA.