This Solicitation opportunity from North Carolina was posted on December 19, 2025. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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Investment Custodian and Trustee Services

Closed

269-2026-110State & Local

Submission Closed01/16/2026, 03:00:00 PM UTC

Contract Overview

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

Active Opportunities Like This One

NAICS: 523991

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CAEATFA04-26 - Trustee Services for the California Hub for Energy Efficiency Financing (CHEEF) Programs

Solicitation # 0000040153

The California Alternative Energy and Advanced Transportation Financing Authority is issuing a Request for Proposals, identified as CAEATFA04-26, to select a qualified firm to provide trustee services. The selected contractor will be responsible for managing funds specifically for the California Hub for Energy Efficiency Financing programs. This solicitation, numbered 0000040153, aims to secure professional management for these energy efficiency financing initiatives under the authority of the State of California. Interested firms must submit their proposals by the closing deadline of September 8, 2026, at 3:00 PM. The performance of these services is centered in West Sacramento. Prospective bidders are encouraged to review the full requirements and may need to register through the State of California's official website to participate in the bidding process. All inquiries regarding the specific language or content of the proposal should be directed to the designated contact person at the California State Treasurer's Office.

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DEADLINE

Trust Administration & Fiduciary Oversight ServicesThe City of Austin is seeking a subcontractor to provide Trust Administration and Fiduciary Oversight Services for the OPEB trust fund. The primary scope of work involves the core management of the fund, specifically focusing on asset allocation, investment monitoring, and ensuring strict fiduciary compliance. The selected provider will also be responsible for delivering regular reporting to the City of Austin to maintain transparency and oversight of the trust's performance. This opportunity is categorized under NAICS code 523991 and was posted on August 13, 2026. Interested parties must submit their responses by the deadline of September 3, 2026. The contract is designed to ensure the professional administration of trust assets and the fulfillment of legal and financial obligations associated with the OPEB fund.

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Other Post-Employment Benefits Trust Administration Services

Solicitation # RFP 7400 SMW3040

The City of Austin is seeking a professional contractor to provide comprehensive trust administration services for its Other Post-Employment Benefits Trust Fund. The selected provider will be responsible for fiduciary, custodial, administrative, and investment support, as well as reporting, compliance, and participant services. All activities must be performed in strict accordance with federal and Texas laws, Governmental Accounting Standards Board requirements, trust documents, and established investment policies. This solicitation, identified as RFP 7400 SMW3040, was posted on August 13, 2026, with a response deadline of September 3, 2026. Interested parties may direct solicitation-specific inquiries to Shawn Willett or contact the Small Minority Business Resources office for related questions.

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R--Special Notice - IEEs in Specific Industries

Solicitation # DOIAFBO260086

The Bureau of Indian Affairs, within the Department of the Interior, is conducting market research to identify qualified Indian Economic Enterprises (IEEs) and Indian Small Business Economic Enterprises (ISBEEs) for potential future procurements under the Buy Indian Act. This action, identified by solicitation number DOIAFBO260086 and posted on June 30, 2026, with a response deadline of September 30, 2026, is not a solicitation or contract but a request for capability statements to inform upcoming procurement decisions. Interested parties must submit a single capability statement via email to biaq@bia.gov, including their company name, SAM.gov UEI, IEE or ISBEE certification status, applicable NAICS codes—specifically 523991—as well as details on core competencies, demonstrated experience in relevant sectors such as engineering, fiduciary, or food service, geographic service coverage, and designated points of contact. The notice is limited to entities certified as IEEs or ISBEEs, with no eligibility extended to other business types. The contracting office is located in Reston, Virginia, and while no contract value, pricing, delivery terms, or performance periods are specified, the information gathered will assist the agency in determining the availability and capacity of qualified Indian-owned businesses for future set-aside opportunities. No clauses, evaluation factors, inspection criteria, or contractual obligations are included, as this is purely a pre-solicitation effort to build a vendor database and assess market capability; submissions are voluntary and used solely for informational purposes to support future contracting actions under the Buy Indian Act.

Bureau Of Indian Affairs

POSTED

DEADLINE

Financial and Trust ServicesThe contract seeks to provide fiduciary, trust, and financial advisory services aimed at strengthening tribal economic self-sufficiency and financial sovereignty. It is structured as a subcontract under the Indian Economic Enterprise (IEE) Set-Aside, which is specific to the Department of the Interior and Indian Health Services, ensuring that only eligible Native American-owned businesses can compete. The North American Industry Classification System code 523991 identifies the scope as other financial investment activities, indicating a focus on tailored financial management and stewardship solutions rather than broad banking or lending services. The opportunity was posted on June 30, 2026, with responses due by September 30, 2026, giving interested parties approximately three months to prepare and submit proposals. The Bureau of Indian Affairs within the Department of the Interior is the contracting authority, though no specific office address or point of contact is listed, suggesting the procurement may be managed centrally or through regional tribal liaisons. Performance location details are not specified, implying services could be delivered remotely or across multiple tribal lands, depending on the awardee’s capacity and the needs of the participating tribes.

Bureau Of Indian Affairs

POSTED

DEADLINE

University of Alberta - Request for Proposal - RFPQ 2026-0002 Alberta Emission Performance Credit (EPC) Purchase(s)

Solicitation # AB-2026-00744

The University of Alberta is seeking proposals from owners who legally possess Emission Performance Credits (EPC) registered in the Alberta EPC Registry for a pre-qualification process. Those who qualify will gain eligibility to participate in future solicitations to supply carbon credits, aiding the University in managing its current annual usage of approximately 50,000 tonnes. The objective is to secure these credits at favorable prices to realize cost savings throughout the agreement's duration. This pre-qualification opportunity is open until June 30, 2036, and remains accessible for additional proponents to apply over the term. The contract, identified as RFPQ 2026-0002, is a solicitation by the University of Alberta under the Government of Canada, with the primary point of contact being the Contracting Authority, Jennifer O’Brien. The purchase and supply activities are based in Alberta, aligning with the University's environmental sustainability goals and regulatory commitments.

University of Alberta

POSTED

3 months ago

DEADLINE

in almost 10 years

AI Contract Overview

The City of Charlotte's Finance Department is soliciting proposals for Investment Custodian and Trustee Services to support its financial needs. The contract opportunity, identified by solicitation number 269-2026-110, was posted on December 19, 2025, with a response deadline set for January 16, 2026. The City is seeking one or more qualified Service Providers capable of delivering these specialized financial services within North Carolina. The solicitation is issued by a state and local government entity, with no specified set-aside categories or NAICS codes applied to this opportunity. Interested providers are encouraged to coordinate with the primary point of contact, Nitaysha Greene, for more details and submission requirements. The services are to be performed within the state, ensuring compliance with applicable regulations and standards relevant to custodian and trustee responsibilities.

General Info

City of Charlotte seeks proposals for Investment Custodian and Trustee Services, deadline January 16, 2026.

Agency

North Carolina → City of CharlotteView Agency

NAICS

523991 - Trust, Fiduciary, and Custody ActivitiesView NAICS

Place of Performance

NC, USA

Set-Aside

NONE

Documents

(1)

City of Charlotte Project 269-2026-110 Bonfire Procurement Portal Instructions

PDF•special-notice

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedDec 19

Solicitation

Response DeadlineJan 16

Deadline has passed

Submission Closed

01/16/2026, 03:00:00 PM UTC

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Organization & Contact Information

AgencyNorth Carolina → City of Charlotte

Contacts1 person available

OfficeNC, USA

Organization / Agency

North Carolina → City of Charlotte

View Agency Profile

Office AddressNC, USA

Contacts

Nitaysha Greene

Full Description

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.