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Investment Custody and Asset Safeguarding

Active

State & Local

Response Deadline11/14/2026, 12:00:00 AM 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 Investment Custody and Asset Safeguarding subcontract focuses on the secure holding and administration of assets for prime contractors working on Snow College endowment projects. The selected provider will be responsible for the safekeeping of securities, processing trades, and managing settlements using secure custodial vaults and digital ledgers. To ensure financial stability and regulatory compliance, the contractor must possess institutional banking licenses and maintain high AM Best Ratings. The provider is required to deliver monthly custodial statements and asset verification reports based on raw data from their tracking systems. This opportunity was posted by the state of Utah on October 15, 2026, with a response deadline of November 14, 2026. The contract falls under NAICS code 523991 and is managed through the Utah Bonfire hub.

General Info

Asset custody and safeguarding for Snow College endowment projects via licensed institutional banking.

Agency

NAICS

523991 - Trust, Fiduciary, and Custody Activities

Place of Performance

UT, USA

Set-Aside

NONE

Documents

This scope was carved out of SNOC26271023.

The full solicitation package (7 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

SNOC26271023 - RFP - Investment Services

AI Contract Breakdown

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Timeline

PostedOct 15

subcontract

Response DeadlineNov 14

Submission deadline

Response Deadline

11/14/2026, 12:00:00 AM UTCin 26 days

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Organization & Contact Information

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AgencyUtah

ContactsNo contacts available

OfficeN/A

Organization / AgencyUtah

Office AddressN/A

ContactsNo contact information available

Full Description

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Supplies secure holding and administration of assets for prime contractors on Snow College endowment projects. Performs safekeeping of securities, processes trades, and manages settlement. Utilizes secure custodial vaults and digital ledgers to provide raw data for monthly reporting. Requires institutional banking licenses and high AM Best Ratings. Delivers monthly custodial statements and asset verification reports.

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