Charlotte Bonfire #269- 2027-2207

City of Charlotte Solicits IRMA Services for Metropolitan Public Transportation Authority

The City of Charlotte is seeking proposals for Independent Registered Municipal Advisor (IRMA) services to support the Metropolitan Public Transportation Authority (MPTA). - Government Buyer: - City Procurement department, City of Charlotte - Metropolitan Public Transportation Authority (MPTA) - Services Requested: - IRMA services including financial planning, debt strategy, credit development, regulatory coordination, debt issuance execution, and ongoing compliance - Compliance with SEC Municipal Advisor Regulations - Fiduciary responsibility to act solely in the best financial interest of MPTA - Submission Requirements: - Statement of Qualifications (SOQ) package - RFQ required forms - Pricing sheet - Acknowledgment of addenda - Review of public records obligations - Option to mark portions of SOQ as trade secrets or provide exceptions to sample contract - Unique/Notable Requirements: - IRMA must be registered and compliant with SEC regulations - No specific OEMs or vendors are named in the solicitation - Emphasis on fiduciary duty and regulatory compliance

Description

The solicitation is for Independent Registered Municipal Advisor (IRMA) services to support the Metropolitan Public Transportation Authority (MPTA). The IRMA will assist with financial planning, debt strategy, credit development, regulatory coordination, debt issuance execution, and ongoing compliance. The IRMA must comply with SEC Municipal Advisor Regulations and act in the best financial interest of the MPTA. The procurement is managed by the City Procurement department and is open for responses until September 30, 2026.

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