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On Call Financial Services

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269- 2027-2177State & 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, North Carolina, issued RFP 269-2027-2177 to secure qualified firms for on-call comprehensive financial and accounting services supporting the Metropolitan Public Transportation Authority. The engagement focuses on ensuring strong financial stewardship, transparent reporting, and strict compliance with federal, state, and Authority regulations. Key responsibilities include general ledger maintenance, accounts receivable management, complex annual operating budget assistance, and cash flow monitoring. A significant portion of the scope involves grant management, requiring the contractor to maintain separate accounting for FTA and state DOT contributions, manage SAM.gov registrations, and prepare Federal Financial Reports and Milestone Progress Reports. Proposals must be submitted via the Bonfire procurement portal by November 2, 2026, and must include a pricing response, client references, and a subcontractor utilization commitment emphasizing Small Business Enterprise participation. The resulting contract will be governed by North Carolina law, with venue in Mecklenburg County, and requires compliance with E-Verify, the Americans with Disabilities Act, and specific state prohibitions regarding investments in Iran or boycotts of Israel. The City maintains the right to terminate the agreement for convenience with 30 days written notice, and invoices are generally paid within 30 days of receipt, provided they are submitted within 60 days of the service date.

General Info

Charlotte seeks firms for on-call financial and accounting services for public transportation authority.

Place of Performance

NC, USA

Set-Aside

NONE

Documents

8

CBI FORM 3: Subcontractor Supplier Utilization Commitment

DOCX, High priority: read this firstform
High

City of Charlotte Procurement Portal Instructions

PDF, High priority: read this first1 page · special-notice
High

Proposal Submission Form

DOCX, High priority: read this firstproposal-submission-form
High

RFP 269-2027-2177 On-Call Financial Services

PDF, High priority: read this firstrfp
High

RFP 269-2027-2177 On-Call Financial Services Charlotte NC

PDF, High priority: read this firstrfp
High

RFP 269-202X-XXX Exceptions Form

DOCX, High priority: read this firstexceptions-form
High

Sample Services Contract July 2026 Updated

DOCX, High priority: read this firstcontract-document
High

References Form for Client Performance

DOCX, Low prioritypast-performance
Low

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Timeline

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Organization & Contact Information

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AgencyNorth Carolina → City Of Charlotte
Contacts1 person available
OfficeNC, USA
Office AddressNC, USA
Contacts

Full Description

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The purpose of this engagement is to contract with qualified firms to provide on-call comprehensive, reliable, and inclusive financial and accounting services for the Metropolitan Public Transportation Authority (Authority). The selected contractors will ensure strong financial stewardship, compliance with federal, state, and Authority regulations, and transparent reporting aligned with industry best practices and the Authority’s goals for accountability, efficiency, and equity.

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