University of North Carolina

Buyer seeks a qualified firm to conduct a comprehensive review of all system-associated entities. The review will assess compliance, administrative expenditures, investment performance, and identify areas for operational efficiencies. The goal is to strengthen governance, fiscal accountability, and strategic alignment between associated entities and the System's core mission. Deliverables include a comprehensive report, executive summary, data analysis, formal presentation, and implementation roadmap.

• 3/21/2025 - Issue RFP
• 4/2/2025 - Submit Written Questions
• 4/8/2025 - Provide Response to Questions
• 4/16/2025 - Proposal Due Date
• 5/7/2025 - Contract Award

• Identify legal and regulatory risks for associated entities
• Evaluate entity governance structures and board compositions
• Conduct spending analysis to determine administrative cost structures
• Identify potential redundancies in administrative functions
• Assess investment strategies and financial performance of endowments
• Evaluate alignment of investments with entity missions
• Assess internal controls and review audit processes
• Identify overlapping or duplicative functions within entities
• Develop implementation roadmap for recommendations
• Deliver formal presentation to system leadership