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The Finance Department effectively and efficiently delivers comprehensive financial services, protects the City’s resources, and safeguards the fiscal integrity of the City. Our highly skilled team utilizes an innovative approach to inspire trust and support for our community.
The Finance Department is responsible for maintaining the City’s general ledger, billing and collection of utility payments, accounts payable and receivable, issuing bonds, risk management, financial reports, and managing the City’s investment portfolio. Businesses can engage with us through procurement opportunities, including city contracts for bid, RFPs for financial services, and project portfolio management RFPs.
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Finance / General Services
Trustee and Custodian Services
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Finance / General Services
Long Term Investment Program (LTIP) Investment Consulting Services RFP ... Long Term Investment Program (LTIP) Investment Consulting Services RFP
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.
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Finance / General Services
Property and Casualty Claims Third Party Administrator
| •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 |
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The City’s Finance Department is interested in seeking proposals for a Service Provider (or Service Providers) to support the City’s needs for Investment Custodian and Trustee Services with a multi-year agreement. The City’s investment and debt programs are managed by the Treasury Division of the Finance Department. The City’s Consolidated Investment Pool is part of its daily operations and is invested under North Carolina G.S.159-30 and 159-31. Investments in this portfolio are managed with the objectives of safety, liquidity and return, in that order and typically have daily settlement activity. These investments are executed by delivery vs. payment (DVP) and held by the third-party trust custodian.