# North Carolina eVP #65-3000012956

UNC Chapel Hill Financial Advisory Services Solicitation

**Posted:** September 22, 2026
**Respond By:** October 19, 2026
**Identifier:** 65-3000012956
**NAICS:** 523930, 541611

UNC Chapel Hill's Department of Finance is seeking proposals from nationally recognized financial advisory firms to support 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
    - 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 strategic financial planning
- 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
- Notable Requirements:
  - Firm must have expertise in AAA-rated public finance and higher education
  - Advanced financial modeling and experience with multi-year capital programs
  - No products requested; this is a services-only solicitation
- No specific OEMs or vendors 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.

[View original listing](https://evp.nc.gov/solicitations//details/?id=a446a31b-c0b6-f111-aaac-001dd80db495)