See More RFPs

Investment Custodial Safekeeping Service

Overview


Financial, Legal, HR & Staffing
Arvada, Colorado, United StatesPosted: June 19th, 2026Deadline: July 9th, 2026

Fit Score


Settle Intelligence

Settle helps teams win more RFP revenue by finding the right opportunities early, prioritizing the contracts they're most likely to win, and drafting responses from approved company knowledge and past wins.

SUMMARY


Arvada, Colorado seeks a provider for investment custodial safekeeping services, focusing on revenue acceleration and robust portfolio management for government funds.

KEY REQUIREMENTS


BUDGET

Estimate

$275,000

CONTRACT DURATION


60 months

TIMELINE


RFP Issued: June 18th, 2026

Question Deadline: June 25th, 2026

Proposals Due By: July 9th, 2026

Anticipated Projected Start Date: August 2026

QUESTION DEADLINE


June 25th, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


City Of Arvada

Organization overview and procurement intelligence available on paid plans.
See Issuer Research

DESCRIPTION


The government authority in Arvada, Colorado is seeking a vendor to provide investment custodial safekeeping services. Responsibilities include the design and implementation of revenue acceleration programs to optimize the collection, deposit, and investment of funds. Income derived from pooled investment accounts must be allocated to contributing funds based on each fund’s proportionate ending balance from the prior month.

This investment policy applies to all funds except for defined contribution and benefit pension and retirement funds, deferred compensation funds, funds of the Arvada Urban Renewal Authority, and the self-insured medical fund. The selected investment advisor will be required to provide periodic reports regarding the accounting treatment and performance levels of the investment portfolio. Custodial and safekeeping practices must align with the guidelines set out in the Safekeeping and Custody section of the investment policy.

All vendor questions must be submitted by June 25, 2026. The contract will be for a one-year period.

Similar RFPs


Frequently asked questions

When is the submission deadline?
Submissions are due July 9, 2026. Questions must be submitted by June 25, 2026.
What is the budget for this RFP?
Settle estimates the budget at $275,000. The issuer has not published an official figure.
Who issued this RFP?
It was issued by City Of Arvada. The work is located in Arvada, Colorado, United States.
Who is a good fit for this opportunity?
  • Experience providing investment custodial and safekeeping services to government entities
  • Strong expertise in designing revenue acceleration and fund allocation programs
  • Ability to deliver regular portfolio performance and accounting reports
  • Familiarity with public sector investment policies and compliance requirements
  • Presence or authorization to operate in Colorado

Analysis generated by Settle AI from the source RFP.

Stop missing winnable RFPs

Create a free account to search the full database, filter by your criteria, and have new RFPs matched to your business automatically.

See how Settle works