Financial and Accounting Services
- Client
- Charlotte, North Carolina
- RFP Number
- ACCT-26394
- Posted
- —
- Category
- Auditing, Finance and Accounting
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe government authority in Charlotte, NC seeks USA organizations to provide on-call comprehensive financial and accounting services. Selected contractors will ensure financial stewardship, regulatory compliance, and transparent reporting. Requested scope includes maintaining secure financial records, general ledger management, chart of accounts management, transaction documentation, and programmatic expenditure tracking across funding sources. Contractors must also manage accounts receivable, generate invoices, monitor outstanding balances, provide monthly ageing reports, collaborate with authority leadership and external auditors, and utilize modern accounting software compatible with authority systems. Performance occurs onsite and offsite. The buyer requires digital proposal submissions via email or online and lists the budget status as looking for proposals. Key dates include a non-mandatory virtual pre-proposal conference on August 27, 2026, and a deadline for all questions on September 11, 2026.
Key solicitation details
AI-extracted from 2-J. TEMPLATE EXCEPTIONS FORM RFP.docx, 7-RFP On Call Financial Services 269-2027-2177.pdf, 1-A. Bonfire Instructions Procurement Portal FINAL.pdf. Confirm against the original documents before bidding.
The City of Charlotte, North Carolina, is soliciting proposals from qualified contractors to provide on-call comprehensive, reliable, and inclusive financial and accounting services. Eligible vendors must be onshore USA organizations capable of performing work both onsite and offsite.
- Issued by
- City of Charlotte
- How to submit
- Electronic via the Bonfire e-Procurement Portal
- Submission details
- Submissions must be uploaded, submitted, and finalized through https://charlottenc.bonfirehub.com on or before the posted due date.
- Place of performance
- Onsite and offsite in Charlotte, NC
- Insurance and bonding
- If awarded a contract, your company will be required to provide an insurance certificate(s) that meets City requirements.
- Funding
- FTA
How proposals are evaluated
| Qualifications and Experience | |
| Cost Effectiveness and Value | |
| Proposed solution and approach of the Project | |
| Compliance with the terms, conditions, requirements, and exceptions taken |
Scope of work
- Maintain the general ledger accurately and timely
- Manage chart of accounts aligned with transit Authority operations
- Document financial transactions daily including fare revenue, grant receipts, and payroll allocations
- Track programmatic expenditures across different funding sources
- Record accounts receivable transactions and related journal entries in the general ledger
- Generate invoices for partner organizations or third-party contracts
- Monitor outstanding balances and provide monthly ageing reports
Minimum qualifications
- Onshore (USA Organization Only)
Documents to include with the bid
- Bid Table (Pricing Response)
- Proposal Submission Form
- References Form
- SBE Utilization Form
- Letter of Transmittal
- Exceptions Form
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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