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A government agency in Oregon issued “Investment Custodial Safekeeping and Trust Services” (RFI). Solicitation BANK-0323 closed on May 1, 2026. Eligibility: Only for USA Organization. Submissions via Online Portal.
The Vendor is required to provide for investment custody services, including safekeeping of assets, transaction settlement, online account access, management reporting, statement delivery, online balance inquiry and trade affirmations, consolidated accounting and reporting, and onsite client meeting as needed.
- Services:
• Investment custody services, including safekeeping of assets, transaction settlement, online account access, management reporting, statement delivery, online balance inquiry and trade affirmations, consolidated accounting and reporting;
• A professional, designated relationship team;
• Custody of an unlimited number of agency/Federal Reserve eligible securities to be held in the City’s name;
• Timely and accurate pricing of assets, collection of income (dividends, interest, matured bonds, settled sales);
• Timely and accurate communication of transaction activity and transaction issues;
• Direct communication with client designee as needed;
• Ability to send and receive funds by ACH and wire.
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (BANK-0323) closed on May 1, 2026. See similar open RFPs below.
A government agency in Oregon. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Submissions are accepted via Online Portal. Follow the instructions in the solicitation documents.
Contract term: 1 year.
Questions and inquiries must be submitted by April 17, 2026.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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