Financial Advisor Services

The University of North Carolina at Chapel Hill (UNC‑Chapel Hill) is seeking a qualified financial advisory firm to provide comprehensive financial advisory services to its Department of Finance. The firm will help preserve the university’s AAA credit rating, optimize debt capacity and capital structure, develop multi‑year financial planning models, conduct scenario and stress testing, and deliver decision‑grade insights to senior leadership. The engagement is a three‑year contract with optional extensions up to five years, and the vendor must be a North Carolina‑registered entity in good standing. Proposals are to be submitted electronically via the state’s eVP portal by 1:00 PM EST on 19 Oct 2026. • Scope includes credit rating strategy, debt capacity analysis, capital planning, financial modeling, risk management, and ongoing advisory support. • Required deliverables: detailed reports, financial models, dashboards, presentations, and regular updates (monthly/quarterly). • Vendor must demonstrate prior experience with AAA‑rated public universities, large capital programs, and sophisticated financial modeling. • Mandatory qualifications: NC vendor registration, E‑Verify compliance, certifications, and insurance as outlined in the RFP. • Contract term: 3 years initial, with two optional one‑year renewals (up to 5 years total).