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Independent Registered Municipal Advisor (IRMA) Services

Active
269- 2027-2207State & Local

Contract Overview

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

AI Contract Overview

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The City of Charlotte is seeking an Independent Registered Municipal Advisor to provide comprehensive financial support to the Metropolitan Public Transportation Authority. The selected advisor will be responsible for financial planning, debt strategy, credit development, regulatory coordination, and the execution of debt issuance and ongoing compliance. The advisor must operate under Securities and Exchange Commission Municipal Advisor Regulations and maintain a fiduciary duty to act in the best financial interest of the MPTA. This solicitation, numbered 269-2027-2207, was posted on August 25, 2026, with a response deadline of September 29, 2026.

General Info

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

Agency

North Carolina → City Of CharlotteView Agency

NAICS

523940 - Portfolio Management and Investment AdviceView NAICS

Place of Performance

NC, USA

Set-Aside

NONE

Documents

(4)

Forms RFP 269-2027-2207 IRMA.docx

DOCX

Master Agreement for Professional Services Template.docx

DOCX

RFQ 269-2027-2207 IRMA Services

PDFrfq

Pricing Sheet.xlsx

XLSX

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Timeline

PhaseSolicitation
Posted

Solicitation

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyNorth Carolina → City Of Charlotte
Contacts1 person available
OfficeNC, USA
Organization / Agency
North Carolina → City Of Charlotte
View Agency Profile
Office AddressNC, USA
Contacts

Full Description

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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.

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The Charlotte Area Transit System Bus Operations Division (CATS-BOD) has issued solicitation 269-2027-2186 for a unit price, indefinite quantity contract to supply air conditioning and heating components for transit buses. The contract, effective February 26, 2027, covers a wide range of parts from manufacturers such as Thermo King, Carrier, and NFI, including blowers, compressors, coils, filters, and various gaskets and valves. This is a procurement for an indefinite amount with no minimum purchase requirement, where the City of Charlotte will issue specific quantities through individual purchase orders. The City intends to award the contract to the lowest responsive and responsible bidder, evaluating factors such as vendor experience, quality, delivery, workmanship, and inventory control capabilities. Suppliers must adhere to strict regulatory and administrative requirements, including Buy America certification for iron, steel, and manufactured products, as well as compliance with various federal non-discrimination, accessibility (ADA), and anti-lobbying laws. All shipments must be made FOB Destination, with the vendor responsible for ensuring packaging is sufficient to prevent damage and that all cartons are clearly marked with the purchase order number and department name. The contract includes a minimum one-year manufacturer warranty on all components, and the vendor is responsible for administering warranty claims at no cost to the City. Additionally, vendors must maintain specific insurance coverage, including automobile liability and pollution coverage, and must submit invoices within sixty days of delivery to ensure payment within the City's thirty-day terms.
Motor Vehicle Supplies and New Parts Merchant Wholesalers

POSTED

6 days ago

DEADLINE

in about 1 month
View Details