Capital Fund Custodial Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
RFP Issued: March 20th, 2026
Deadline for Questions: April 2nd, 2026 5:00pm ET
Responses to Questions Posted: April 14th, 2026
Proposal Submission Deadline: April 24th, 2026 2:00pm ET
Evaluation & Selection: May 8th, 2026
Anticipated Start Date: June 1st, 2026
QUESTION DEADLINE
Issuing Agency
Mountain Community Capital Fund Operating Committee
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority in North Carolina is seeking a vendor to provide capital fund custodial services. The selected firm will be responsible for maintaining collateral accounts and processing a variety of transactions, including deposits, withdrawals, loan loss payments, and fund transfers. The vendor must develop and implement an investment strategy that aligns with the agency's objectives, risk tolerance, and cash flow needs.
Comprehensive reporting is required on at least a monthly and annual basis, detailing fund transactions, investment performance, current balances, and additional information upon request. The chosen provider will participate in operating committee meetings, both regular and special sessions, and coordinate transactions with lenders and stakeholders. Exceptional customer service must be delivered to all stakeholders throughout the contract period. Additionally, the vendor should propose and implement strategies to support fund growth, potentially involving donations and grants.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.