North Carolina eVP #65-3000012956

UNC Chapel Hill Financial Advisory Services Solicitation

UNC Chapel Hill's Department of Finance is seeking a nationally recognized financial advisory firm to provide strategic financial advisory services for its AAA-rated public university status. - Government Buyer: - University of North Carolina at Chapel Hill, Department of Finance, Purchasing Services - Services Requested: - Comprehensive financial advisory services including: - Capital structure and debt capacity analysis - Multi-year financial forecasting and scenario planning - Credit rating preservation and capital planning support - Liquidity management, benchmarking, and executive reporting - Model governance, transaction support, and risk management - Ongoing advisory support for multi-year capital programs - Contract Details: - Initial term of three years, with up to two optional one-year renewals (maximum five years) - Work to begin within 30 business days of contract effective date - Pricing requested as annual lump sum - Unique Requirements: - Firm must be nationally recognized with expertise in AAA-rated public universities and advanced financial modeling - Mandatory registration with North Carolina Electronic Vendor Portal (eVP) - Proposals must be submitted electronically as a single PDF file via eVP - Compliance with state and federal regulations regarding vendor eligibility, non-collusion, and employment verification - No products are requested; this is a services-only solicitation - No specific OEMs or vendors are named in the solicitation

Description

The University of North Carolina at Chapel Hill is soliciting proposals for Financial Advisor Services. The procurement is managed by the Department of Finance at UNC Chapel Hill. Vendors must be registered with the State of North Carolina's Electronic Vendor Portal to respond. The solicitation includes requirements for compliance with state statutes and certifications regarding competitive bidding and vendor eligibility.

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