Investment Custodial Safekeeping and Trust Services

Overview

Financial, Legal, HR & Staffing

Salem, Oregon, United StatesPosted about 1 month agoDeadline: May 1st, 2026

Fit Score

Settle Intelligence

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SUMMARY

Government authority in Salem, Oregon seeks a provider for comprehensive investment custodial safekeeping and trust services, including asset safekeeping, online account access, and management reporting.

KEY REQUIREMENTS

BUDGET

Estimate

$50,000 – $150,000

CONTRACT DURATION

12 months

TIMELINE

April 2nd, 2026: Begin RFP Solicitation

April 17th, 2026: Questions/Clarifications Due

May 1st, 2026: RFP Closing Date

May 2026: Notice of Intent to Award Agreement

June 2026: Agreement Award (Anticipated Date)

July 1st, 2026: Notice to Proceed

QUESTION DEADLINE

April 17th, 2026

Issuing Agency

City Of Salem

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority in Salem, Oregon is seeking proposals from qualified vendors for investment custodial safekeeping and trust services. The selected provider will be responsible for the safekeeping of assets, settlement of transactions, and facilitating online account access for the agency.

Key responsibilities include management reporting, timely statement delivery, provision of online balance inquiry and trade affirmation tools, consolidated accounting and reporting, and conducting onsite client meetings as required. The goal is to ensure secure, efficient, and fully compliant custody and trust operations for the agency's investment assets.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.