General Government Debt Model Process Services

The City of Raleigh is seeking proposals for debt management services, including modeling, debt capacity tracking, analysis, projections, and stress testing.

CITY OF RALEIGH (NC)


General
Open (open)
274-F-TR2026-2
Jul 10, 2026 04:00 PM
Jun 18, 2026 11:49 AM
3 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Original Solicitation Links
Contact
Shelle Boudreau
shelle.boudreau@raleighnc.gov
+19199964965
Raleigh, NC, USA
Submission Instructions
Mail
Description

The City of Raleigh is soliciting proposals for a firm to provide debt management services. These services will focus on primarily tax-supported capital improvements and will include modeling, debt capacity tracking, analysis, projections, stress testing, and innovative solutions. The selected firm will be responsible for developing and maintaining a customized financial planning model process that incorporates the City's tax-supported general government debt. This will involve creating separate model components for tax-exempt versus taxable debt, incorporating multi-year capital improvement plans, developing operating and financial assumptions, performing debt affordability and capacity analysis, and incorporating interpretive credit ratings and stress testing. The firm will also evaluate data extraction methods, plan and schedule annual virtual meetings for model updates, consult with City Treasury staff and other financial advisors, and provide updates on market rate assumption changes. Support for referendum preparation and other related consulting services may also be required.

Classification Codes
NAICS921130Public Finance Activities
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
debt modelingfinancial analysisgovernment finance
Specifications
Service Only
Requirements
Required
  • General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Worker's Compensation
  • Professional Liability — $1,000,000.00
Required
  • Minimum 3 references
  • Within the last 5 years
  • Client point of contact required for each reference
Documents
TitleDate Posted
274-F-TR2026-2.pdfJun 18, 2026 11:40 AM
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