On-Call Financial and Accounting Services

The City of Charlotte is seeking qualified firms to provide on-call comprehensive financial and accounting services for the Metropolitan Public Transportation Authority, including financial stewardship, regulatory compliance, and transparent reporting.

City of Charlotte > Charlotte Area Transit System


General
Open
269- 2027-2177
Nov 02, 2026 06:00 PM
Aug 11, 2026 07:00 PM
$500,000.00
3 years base + 2 × 1 year options
Small Business
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
Contact
jeremy.wall@charlottenc.gov
Submission Instructions
Online
Proposed Solution, Proposal Submission Form, References Form, SBE Utilization Form
Description

The City of Charlotte seeks qualified firms to provide on-call financial and accounting services for the Metropolitan Public Transportation Authority. Work may include financial stewardship, regulatory compliance, transparent reporting, functional support for the Authority’s Workday financial system, financial-system improvement recommendations, and fraud, waste, and control testing. Task orders may also call for risk and control assessments, gap analyses, recommended controls, and related documentation. The Authority retains responsibility for enterprise cybersecurity; contractors must protect data and credentials, follow applicable security requirements, and coordinate security-impacting work with Authority Technology. On-site work may be required depending on the assigned task.

Classification Codes
NAICS541219Other Accounting Services
PSCR703Accounting Services (NOTE: New code created for Financial Services See R710 below)
Smart Codes
financial accounting servicesfinancial compliance servicesfinancial reporting services
Specifications
Service
Timeline
Aug 11, 2026 07:00 PM-Open Date
Aug 27, 2026 05:00 PM-Pre-Proposal Conference (optional)
Non-mandatory virtual conference.
Sep 11, 2026 05:00 PM-Questions Due Date
Nov 02, 2026 05:00 PM-Intent to Bid Due Date
Nov 02, 2026 06:00 PM-Proposal Submission Deadline
Jan 1, 2027-Services Commence
Requirements
Required
  • Automobile Liability — $1,000,000.00
  • Commercial General Liability
  • Workers' Compensation
  • Employers' Liability — $100,000.00
  • Errors & Omissions — $3,000,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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