Broker/dealer qualification for $1.8B investment pool
Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool, Solicitation 274-2027-CTYQuestionnaire, issued by City of Raleigh.
At a glance
The City of Raleigh seeks qualified broker/dealers to manage its $1.8 billion investment portfolio, which includes U.S. Treasury and Agency obligations, bank accounts, money market accounts, and investment pools. Firms must complete a qualification questionnaire and comply with North Carolina General Statute §159-30 and the City's Investment and Portfolio Policy. Deadline: October 14, 2026.
Key facts
- Issuing agency
- City of Raleigh
- Solicitation number
- 274-2027-CTYQuestionnaire
- Portal id
- 8de528c6-82b7-f111-aaac-001dd80d92a5
- Type
- RFP
- Posted
- Sep 23, 2026
- Response deadline
- Oct 14, 2026, 4:00 PM EDT
- Place of performance
- CITY OF RALEIGH
- Official posting
- Documents, addenda and the procurement contact, free with an account.
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Official description
Broker/Dealer Qualification Questionnaire for Establishment of the City of Raleigh Approved Broker/Dealer Investment Pool: The City maintains an investment portfolio of approximately $1.8 billion, consisting primarily of U.S. Treasury and Agency obligations, bank accounts, money market accounts, and investment pools. The City’s investment program is administered in accordance with N.C.G.S. §159-30 and the City’s Investment and Portfolio Policy included as Appendix A. Special instructions: Bid Agent: (on the official posting) Department: CITY OF RALEIGH. Solicitation type: RFP. Commodity (NIGP): 841117 Corporate finance. Attachments: City of Raleigh Broker-Dealer Questionnaire (FINAL).pdf. Status on the portal: Open. Solicitation #274-2027-CTYQuestionnaire.
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- OpenDue Oct 14, 2026
- OpenDue Oct 14, 2026
- OpenDue Oct 21, 2026
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