SLED Opportunity · NORTH CAROLINA · CITY OF CHARLOTTE
AI Summary
The City of Charlotte seeks service providers for Investment Custodian and Trustee Services. Key dates include a proposal open date of Dec 17, 2025, and a submission deadline of Jan 16, 2026. Mandatory intent to bid is required by the submission deadline.
The City’s Finance Department is seeking a Service Provider (or Service Providers) to support the City’s needs for Investment Custodian and Trustee Services. Important Events: Search Status Event Name Location Description Dates Mandatory ONGOING Open Date Online Portal Posting date for the Opportunity Dec 17th 2025, 4:00 PM EST N/A UPCOMING Questions Due Date Online Portal Deadline to submit Questions Jan 9th 2026, 2:00 PM EST N/A UPCOMING Close Date Online Portal Deadline for Submissions Jan 16th 2026, 10:00 AM EST N/A UPCOMING Intent to Bid Due Date Online Portal Deadline to indicate your intent to Bid Jan 16th 2026, 10:00 AM EST Yes Commodity Codes: NIGP 94625 Banking Services NIGP 94646 Escrow and Title Services NIGP 94648 Financial Advisor NIGP 94656 Investment Management Services NIGP 94660 Loan Administration NIGP 94666 Monetary Systems, Including Analysis, Liquidity, Policy, etc. NIGP 94685 Trusts, Estates and Agency Accounts NIGP 95839 Financial Management Services NIGP 96128 Economic Development, Domestic and Foreign Supporting Documentation: Download All Files Search File Type Description Date Created Actions A. Bonfire Instructions Procurement Portal FINAL.pdf Other Oct 6th 2022, 4:27 PM EDT Download B. RFP# 269-2026-110 - Investment Custodian and Trustee Services - RFP.pdf Documentation Request for Proposals Dec 17th 2025, 10:05 AM EST Download C. Sample Services Contract - 269-2026-110.docx Documentation Sample Services Contract Dec 12th 2025, 3:35 PM EST Download D - Proposal Submission Form.pdf Documentation Proposal Submission Form Nov 14th 2025, 4:03 PM EST Download E. References Form.pdf Documentation References Form Nov 14th 2025, 4:06 PM EST Download F. EXCEPTIONS FORM.pdf Documentation Exceptions Form Dec 11th 2025, 12:40 PM EST Download G. CBI FORM 3 .pdf Documentation CBI Form 3 Nov 14th 2025, 4:08 PM EST Download H. CERTIFICATION REGARDING DEBARMENT.pdf Documentation Certification Regarding Debarment Nov 14th 2025, 4:09 PM EST Download I. BYRD ANTI-LOBBYING CERTIFICATION.pdf Documentation Byrd Anti-Lobbying Certification Nov 14th 2025, 4:11 PM EST Download J. Companys Background Response Additional Questions - 269-2026-110 Investment Custodian.pdf Documentation Company's Background Response Additional Questions Read more... Dec 11th 2025, 1:52 PM EST Download K. Pricing Worksheet - RFP 269-2026-110 - Investment Custodian and Trustee Services.xlsx Documentation Pricing Worksheet Dec 15th 2025, 1:30 PM EST Download Requested Information: Listed below are the documents and information needed to complete your submission: Proposal, Required Forms, and Supporting Documentation Name Type # Files Requirement Proposed Solution File Type: Any (.*) Multiple REQUIRED Proposal Submission Form File Type: Any (.*) 1 REQUIRED References Form File Type: Any (.*) 1 REQUIRED Exceptions Form File Type: Any (.*) Multiple REQUIRED CBI Form 3 File Type: Any (.*) Multiple REQUIRED Certification Regarding Debarment File Type: Any (.*) Multiple REQUIRED Byrd Anti-Lobbying Certification File Type: Any (.*) Multiple REQUIRED Company's Background Response File Type: Any (.*) Multiple REQUIRED Company Financials File Type: Any (.*) Multiple REQUIRED Pricing Worksheet File Type: Excel (.xls, .xlsx) 1 REQUIRED Acknowledgements Name Type # Files Requirement Proposer certifies submitted proposal complies with the specifications and conditions issued by the City except as clearly marked. Data Type: Yes/No N/A REQUIRED Proposer acknowledges receipt of all addenda posted on this Procurement Portal. Data Type: Yes/No N/A REQUIRED Proposer acknowledges review of the "Trade Secrets and Personal Identification Information (PII)" Section which outlines the City's legal obligation to provide Proposal documents upon request by the public, with the exception of information marked as a Trade Secret or PII. Data Type: Yes/No N/A REQUIRED Proposer has elected to (A) upload the designated section(s) of the Proposal as a Trade Secret or PII, or (B) decline to mark any portion of this Proposal as a Trade Secret or PII by declining to upload any designated section. File Type: Any (.*) Multiple REQUIRED Proposer acknowledges the company was given the opportunity to provide exceptions to the Sample Contract as provided in the RFP. Data Type: Yes/No N/A REQUIRED Proposer has elected to (A) upload the exceptions to the Sample Contract, or (B) decline to include any exceptions to the Sample Contract by declining to upload any exceptions. File Type: Word (.doc, .docx) Multiple REQUIRED Messages Public Notices (0) Public Notices are visible to anyone who can view the opportunity Vendor Discussions (0) There is currently nothing to display here. Submission Intent to Bid In order to prepare a submission you must first submit your Intent to Bid by Jan 16, 2026 10:00 AM EST. Do you intend to bid on this opportunity? Yes No Submit Technical Support Portal Security Terms of Service Privacy Policy Sitemap ❄️Season's Greetings from Euna Solutions!❄️ Support will be closed on Dec 25, Dec 31, Jan 1–2, with reduced coverage on Dec 26 and Dec 29. Responses may be delayed. Thank you for your understanding! × 4
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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