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Custodial Agreement & Regulatory Compliance Review

Active

State & Local

Response Deadline12/01/2026, 08:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The City of South Padre Island in Texas is seeking a subcontractor for the Custodial Agreement and Regulatory Compliance Review project. The selected provider will perform specialized reviews of custodial and safekeeping agreements for prime contractors associated with City investment portfolio projects. The primary objective is to ensure all agreements comply with state and federal securities laws while evaluating broker and dealer agreements for potential risk. Qualified candidates must possess legal expertise in securities law or hold a specialized compliance certification to deliver detailed review reports and recommendations. This opportunity was posted on October 28, 2026, with a response deadline of December 1, 2026. The contract falls under NAICS code 541110 for legal services.

General Info

Agency

Texas → City of South Padre Island

NAICS

541110 - Offices of Lawyers

Place of Performance

TX, USA

Set-Aside

NONE

Documents

This scope was carved out of FIN-2610.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

RFP No. FIN-2610 - Investment Advisory Services

AI Contract Breakdown

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Timeline

PostedOct 28

subcontract

Response DeadlineDec 1

Submission deadline

Response Deadline

12/01/2026, 08:00:00 PM UTCin about 1 month

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Organization & Contact Information

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AgencyTexas → City of South Padre Island

ContactsNo contacts available

OfficeN/A

Organization / AgencyTexas → City of South Padre Island

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs specialized review of custodial and safekeeping agreements for prime contractors on City investment portfolio projects. Reviews agreements to ensure compliance with state and federal securities laws and evaluates broker/dealer agreements for risk. Requires legal expertise in securities law or specialized compliance certification. Delivers review reports and recommendations for custodial/safekeeping agreements.

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