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360 FINANCIAL SERVICES INC

UEI: U5CBPP1U7M68

360 FINANCIAL SERVICES INC is a federal contractor, registered under UEI U5CBPP1U7M68. It has been awarded $6,000 in federal contracts. Primary work spans Trust, Fiduciary, and Custody Activities. Top awarding agencies include Department Of Labor.

Contact Information

Registration and classification details

Registration

UEI Code

U5CBPP1U7M68

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

AI Capability Profile

360 Financial Services Inc provides specialized trust, fiduciary, and custody activities. Their core capabilities center on the delivery of professional fiduciary services and the management of trust-related activities. The company has experience supporting the Department of Labor, where they have ...

360 Financial Services Inc provides specialized trust, fiduciary, and custody activities. Their core capabilities center on the delivery of professional fiduciary services and the management of trust-related activities. The company has experience supporting the Department of Labor, where they have provided specialized services related to trust and custody activities. Their industry focus is centered on NAICS 523991, specializing in the technical administration of trust and fiduciary functions.

Key Performance Metrics

Awards Count

1

All time

Active

0

Currently performing

Completed

1

Past period of performance

Total Awards

All time

Contracts

Prime · all time

Subcontracts

Sub · all time

Grants

Prime · all time

Subgrants

Sub · all time

Award Analytics & Distribution

Awards by Agency
Awards by NAICS
Awards by Agency Over Time
Awards by Place of Performance

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NAICS: 523991
SLED
Young Adult Benefits Management Program
Solicitation # 27-DCYF-FB-001
The Washington State Department of Children, Youth & Families (DCYF) is soliciting proposals under RFP 27-DCYF-FB-001 for the Young Adult Benefits Management Program. The objective is to secure a qualified contractor to provide statewide financial management and fiduciary support services for eligible youth in Extended Foster Care, in accordance with Senate Bill 5911. The contractor will be responsible for coordinating Social Security Administration (SSA) benefits, managing representative payee services, and administering specialized financial accounts, such as Achieving a Better Life Experience (ABLE) accounts, to ensure the protection and management of youth assets. The contract is estimated to be valued at 150,000 dollars or less, with an initial six-month term starting January 1, 2027, and ending June 30, 2027. It may be extended up to five times for one-year increments through June 30, 2032. For the first fiscal year, the maximum payable amount is 66,000 dollars. Award preference is given to the lowest responsive and responsible small business or veteran-owned business, with a weighted evaluation system of 125 points considering cost, written responses, and specific preference points for Washington self-certified small businesses, veteran-owned businesses, and compliance with Executive Order 18-03. Qualified bidders must be licensed in Washington State and demonstrate expertise in fiduciary services for vulnerable populations and SSA benefit administration. Key requirements include strict adherence to data security protocols, including the signing of non-disclosure agreements and a one-business-day breach notification window. The contractor must also comply with various federal non-discrimination laws and provide the Office of State Auditor and DCYF access to records for up to six years following contract termination. Responses are due by November 30, 2026, and must include specific certifications, response forms, and a detailed cost proposal.
Department of Children Youth and Families

POSTED

12 days ago

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in 30 days
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NAICS: 523991
SLED
EWEB RFP #26-171-PSC Carmen-Smith Mitigation Fund Administrator
Solicitation # S-P00140-00018123
The Eugene Water & Electric Board (EWEB) is soliciting proposals for a Carmen-Smith Mitigation Fund Administrator to serve as the trustee and manager of the Fish Enhancement Fund. The selected administrator will be responsible for identifying, selecting, and distributing funding for aquatic habitat or water quality improvement projects within the Mckenzie River Basin. Key duties include establishing a relationship with a financial institution, investing fund monies in interest-bearing accounts, seeking matching grants, and providing annual reports on expenditures, activities, and available balances. This is a personal services contract with a seven-year term, and proposers must submit a total not-to-exceed fee for the duration of the agreement. To be eligible, proposers must meet strict minimum qualifications, including at least five years of experience managing funds related to aquatic habitat design or construction with an average annual value of at least $3 million. They must also demonstrate experience managing funds with a trustee responsibility similar to the scope of work. Proposals are due by November 2, 2026, at 2:00 PM PST via the OregonBuys portal. EWEB will award the contract to the most advantageous proposer based on a single-tier evaluation of company experience, project approach, key staff qualifications, and client references. The contract is subject to Oregon Revised Statutes 279A and 279B and requires comprehensive insurance coverage, including commercial general liability and workers' compensation.
EWEB

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29 days ago

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in 2 days
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NAICS: 523991
SLED
EWEB RFP #26-171-PSC Carmen-Smith Mitigation Fund Administrator
Solicitation # S-P00140-00018123
The Eugene Water & Electric Board (EWEB) is soliciting proposals for a Fund Administrator to serve as the trustee and manager of the Carmen-Smith Mitigation Fund. The primary objective of this role is to identify, select, and distribute funding for aquatic habitat, fish population enhancement, and water quality improvement projects within the McKenzie River Basin. The Administrator is responsible for maintaining strict financial protocols, investing funds in interest-bearing accounts, seeking matching grants, and collaborating with a technical team including representatives from ODEQ and ODFW. Key deliverables include annual reports on expenditures, activities, and available balances. The fund is established with an initial balance of approximately 1.3 million dollars, with annual deposits of roughly 215,000 dollars expected for at least seven years. Administrative and project management fees are capped at 20 percent of each annual payment. To qualify, proposers must meet minimum requirements, including at least five years of experience managing aquatic design or construction funds averaging 3 million dollars annually, and providing three recent client references. Proposals are due by November 2, 2026, via the OregonBuys portal and will be evaluated based on company experience, project approach, key staff qualifications, references, and pricing.
Purchasing Public Utility

POSTED

29 days ago

DEADLINE

in 2 days
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