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Treasury Organizational Design and Training 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 City of Charlotte is seeking a Treasury Organizational Design and Training Consultant under a subcontract agreement to support prime contractors on MPTA projects. The selected consultant will be responsible for conducting organizational audits that evaluate treasury structure, staffing levels, and workflow efficiency through detailed gap analyses. Additionally, the consultant will provide professional training on debt issuance and LGC compliance, utilizing the UNC School of Government’s Local Government Finance Policy Manual as the primary framework. Key deliverables for this engagement include a comprehensive organizational review report, specific staffing recommendations, and detailed training records. Interested parties should note that the response deadline is September 29, 2026, and the project falls under NAICS code 541612.

General Info

Charlotte seeks a consultant for treasury organizational design, training, and audits by September 2026.

Agency

North Carolina → City Of CharlotteView Agency

NAICS

541612 - Human Resources 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 organizational audits and professional training for prime contractors on City of Charlotte MPTA projects. Evaluates Treasury structure, staffing levels, and workflow efficiency via gap analysis. Delivers training on LGC compliance and debt issuance based on the UNC School of Government’s Local Government Finance Policy Manual. Delivers an organizational review report, staffing recommendations, and training records.

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