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Custodian Service Provider

Active
State & Local

Contract Overview

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

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The Custodian Service Provider subcontract, managed by the Florida agency FIN-Accounting Services/9310, provides essential security safekeeping and settlement services for prime contractors working on School Board of Brevard County projects. The selected provider is responsible for safekeeping securities, coordinating settlements with the Investment Advisor, and executing asset transfers upon order. To ensure professional oversight, the provider must possess institutional banking licenses and utilize institutional custody platforms, delivering regular settlement confirmations and custody statements. This opportunity is categorized under NAICS code 522310 and was posted on September 16, 2026. Interested parties must submit their responses by the deadline of October 14, 2026. Further details and application processes are available through the official procurement portal.

General Info

Custodian service provider for School Board of Brevard County; deadline October 14, 2026.

Agency

Florida → FIN-Accounting Services/9310View Agency

NAICS

522310 - Mortgage and Nonmortgage Loan BrokersView NAICS

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of 27-0057-P-DR.

The full solicitation package (6 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Investment Advisory Services

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Timeline

Posted

subcontract

Response Deadline

Submission deadline

Response Deadline

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Organization & Contact Information

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AgencyFlorida → FIN-Accounting Services/9310
ContactsNo contacts available
OfficeN/A
Organization / Agency
Florida → FIN-Accounting Services/9310
View Agency Profile
Office AddressN/A
ContactsNo contact information available

Full Description

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Provides security safekeeping and settlement services for prime contractors on School Board of Brevard County projects. Safekeeps securities, coordinates security settlement with the Investment Advisor, and executes the transfer of assets upon order. Requires institutional custody platforms and institutional banking licenses for asset custody. Delivers settlement confirmations and custody statements.

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Same NAICS industry code

NAICS: 522310
Federal
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Rural Housing Service

POSTED

about 2 months ago

DEADLINE

N/A
View Details

More opportunities from Florida → FIN-Accounting Services/9310

Same awarding agency

NAICS: 523940
New
SLED
Investment Advisory Services
Solicitation # 27-0057-P-DR
The School Board of Brevard County, Florida, is soliciting proposals under solicitation 27-0057-P-DR for comprehensive Investment Advisory Services. The selected respondent will act in a fiduciary capacity to provide daily portfolio management, including quoting and placing security orders and coordinating settlements with the District's custodian. Key deliverables include monthly and yearly activity statements and quarterly investment reports detailing market conditions and performance. To be considered responsible, proposers must be registered with the SEC and FINRA and possess at least three years of experience working with large school districts or governmental agencies. Responses must be submitted electronically via the OpenGov e-Procurement Platform by October 14, 2026, at 2:00 PM ET. The evaluation process consists of a pass/fail procurement review followed by a percentage-based scoring system to determine the most advantageous respondent. The contract requires strict adherence to Florida statutes, the Local Government Prompt Payment Act, and the Jessica Lunsford Act. Additionally, the contractor must comply with federal labor standards, including the Davis-Bacon Act and the Copeland Anti-Kickback Act, and maintain comprehensive cybersecurity measures and cyber liability insurance. All records related to the contract must be maintained for at least seven years.
Portfolio Management and Investment Advice

POSTED

about 17 hours ago

DEADLINE

in 27 days
View Details

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