finance-bluet  Finance / General Services

Arbitrage Services, Yield Reduction, Independent Registered Municipal Advisor

Details

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Add to Calendar 2025-02-13 2025-02-13 Arbitrage Services, Yield Reduction, Independent Registered Municipal Advisor

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Posting Number 02 2025-Q1(Jan-Mar)-FN-16858

Anticipated Posting Date 2025-02-13

Commodity Code(s): 20810, 91804, 94600, 94611, 94648, 94649, 95839

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Requirements

Last Updated: 01/21/25
Insurance Requirements+
Estimated Total Value+
Utilization+
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For Questions, Contact:

Robert Iannucci

City Contact

robert.iannucci@charlottenc.gov