Explore Procurement Opportunities with Charlotte’s Finance Department

The City’s debt activity supports governmental, enterprise and special purpose credit entities and is regulated by the NC Local Government Commission. This procurement aims to identify qualified professionals for three financial functions that are integral to the debt management process.

• Independent Registered Municipal Advisor
• Financial Modeling Consultant
• Arbitrage Rebate and Yield Reduction Analyst

The City is soliciting competitive, sealed responses from qualified firms.  Companies responding to this Request for Proposal may bid on any or all functions described below. Each function will operate under a separate contract which will run for three (3) years with one (1), two-year optional extension.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The purpose of this solicitation is to select an investment consultant (Company) that will partner with the City of Charlotte to provide investment consulting services for the City’s Long-Term Investment Program (“LTIP”) and assist with fiduciary oversight for the City’s existing deferred compensation programs and retiree health investment plan.

The City of Charlotte’s Risk Management Division is seeking proposals from qualified Companies to provide medical services to the City, Mecklenburg County, Charlotte-Mecklenburg Schools, Charlotte Regional Visitors Authority, and/or Mecklenburg EMS Agency (collectively referred hereto as “Employing Agencies”) employees injured on the job. Combined, these five (5) organizations employ approximately 37,500 individuals. The Employing Agencies’ workers’ compensation claims are processed through a third-party administrator. The Company is expected to work with the third-party administrator and its adjusters in order to ensure the claims are processed in a satisfactory and timely manner. The Company shall act as the representative of the Risk Management Division in all matters related to such services, including but not limited to the following:                                                                                                                                                                                                                                          • Provide medical services pursuant to this contract for the Employing Agencies and their employees as a licensed provider in the state of North Carolina; • Provide a minimum of three (3) locations within Mecklenburg County with seven (7) day a week access to medical treatment for employees authorized by an Employing Agency for treatment of on-the-job injuries. Every location must provide the same level of service to employees, and have a minimum of two (2) Medical Doctors on staff who specialize in Occupational Medicine and are able to meet the medical needs of injured employees.                                                                                                                                                                                                                                                                                     • Provide an initial prescription card if injured employees require a prescription; and • Work with Employing Agencies to create policies and protocols for exposure-related claims.                                                                                            • Possible addendum for pre-employment physicals

Mail remittance lockbox and payment processing for water, sewer, and storm water services.  The Company will provide all mail opening, processing and depositing capabilities including all personnel, equipment, work and storage space, and transportation for pick-up and delivery of payments associated with the Services.

The City is interested in having a three year contract with the option for two, one-year renewals.

•The City’s Risk Management office coordinates the investigation and payment of property and casualty claims for the City, Mecklenburg County, Medic, and Charlotte-Mecklenburg Schools. • Property and casualty claims requiring field and after-hours responses and investigations are outsourced to a third-party administrator. • Third-party administrator services may include: – Performing field investigations; – Maintaining claim files and records; – Coordinating investigations on litigated claims; – Investigating and pursuing opportunities for subrogation; – Providing loss mitigation services; and – Establishing initial reserves.                                                                                     • Contract option for full claim services versus partial claim field services