This Solicitation opportunity from California was posted on February 27, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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RFP Custodies and Securities Lending Services

Closed

226673State & Local

Submission Closed05/08/2026, 11:00:00 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: 525110

New

SLED

Defined Contribution Recordkeeping ProviderThe City of Waterbury, through its Department of Finance, is issuing a request for proposals to select a service provider for administrative recordkeeping services for its four Defined Contribution Retirement Savings Plans, which include a 457(b), a 403(b), and two 401(a) plans. The solicitation, numbered 8746, seeks vendors capable of delivering comprehensive plan services including administrative support, employee recordkeeping, educational resources, and investment and retirement planning advisory services. Proposals must be submitted by the due date of July 29, 2026, with a clarification deadline of July 17, 2026, and the bid was opened for submission on July 9, 2026. No pre-bid meeting is scheduled, and all submissions must be handled offline. The contract falls under multiple bid categories including Consultant, Consulting Services, Financial Services, Human Services, and Management Services, reflecting the broad scope of expertise required. The bid is conducted in U.S. dollars and is currently open with approximately nineteen days remaining until closure. All inquiries and communications should be directed to Kevin McCaffery, the primary point of contact, via email or phone. The award will be made to a single provider solely focused on plan administrative and recordkeeping functions, with no pre-bid information session planned, leaving proposers to rely on the published documentation and direct contact with the agency for clarification.

City of Waterbury

POSTED

5 days ago

DEADLINE

in 14 days

AI Contract Overview

The City of Los Angeles is inviting proposals from financially stable, federally or state-chartered financial institutions to provide custodial services for the city's securities and cash assets, along with associated securities lending services. This solicitation aims to secure high-quality and cost-effective management of the city's investment assets, ensuring safety, efficiency, and value in handling these financial resources. The contract opportunity, identified by solicitation number 226673 and posted by the Office of Finance in California, seeks qualified institutions under NAICS code 525110. Proposals must be submitted by May 8, 2026. The services required emphasize strong financial stability and the capability to manage complex custodial functions in Los Angeles. Interested parties can reach out to the designated contact, Evelyn Chao, for further details or access information through the provided online portal.

General Info

City of Los Angeles seeks stable financial institutions for custodial and securities lending services.

Agency

California → Finance, Office ofView Agency

NAICS

525110 - Pension FundsView NAICS

Place of Performance

Los Angeles, CA, USA

Set-Aside

NONE

Documents

(2)

Appendix A Mandatory City Contracting Requirements for Custodies Securities Lending RFP

PDF•67 pages•rfp

RFP Custodies and Securities Lending Services 2026 RAMP ID 226673

PDF•34 pages•rfp

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseClosed

PostedFeb 27

Solicitation

Response DeadlineMay 8

Deadline has passed

Submission Closed

05/08/2026, 11:00:00 PM UTC

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Organization & Contact Information

AgencyCalifornia → Finance, Office of

Contacts1 person available

OfficeN/A

Organization / Agency

California → Finance, Office of

View Agency Profile

Office AddressN/A

Contacts

Evelyn ChaoPoint of Contact

contact@example.gov

Full Description

The City of Los Angeles is seeking proposals from financially stable, federal or state-chartered financial institutions to provide high-quality, cost-effective Custodial Services for the City's securities and cash assets, as well as associated Securities Lending Services.