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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.

RFP Custodies and Securities Lending Services

Closed
226673State & Local

Contract Overview

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

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NAICS: 525110
SLED
403b Retirement Plan Services
Solicitation # 26-01
Head Start of Greater Dallas, Inc. is soliciting proposals for an experienced and licensed financial management institution or plan manager to administer an employer-sponsored 403(b) retirement plan for approximately 687 employees. The scope of work includes managing plan assets of 15 million dollars and supporting an employer match of 50 percent of employee contributions, currently set at 6 percent. The selected provider must ensure all plan documents meet or exceed ERISA and IRS guidelines and provide a detailed implementation timeline and change-over schedule within five days of the award. The contract is anticipated to be a fixed-price agreement with options for additional years. Proposals must be submitted in hardcopy format by November 9, 2026, and include a separate sealed cost proposal with a full fee disclosure form covering start-up, administration, and investment product fees. Evaluation will be based on a point-based system considering the firm's experience, staff qualifications, and responsiveness to the RFP requirements. Key requirements for the contractor include providing proof of liability and errors and omissions insurance, adhering to anti-lobbying and non-discrimination certifications, and complying with the Davis-Bacon Act if on-site labor costs exceed 2,000 dollars. Award will be granted to a responsible and responsive offeror who demonstrates a proven track record in administering retirement plans for non-profit organizations.
HEAD START GREATER DALLAS, INC

POSTED

about 2 months ago

DEADLINE

in 27 days

AI Contract Overview

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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.

Place of Performance

Los Angeles, CA, USA

Set-Aside

NONE

Documents

2

Appendix A Mandatory City Contracting Requirements for Custodies Securities Lending RFP

PDF, High priority: read this first67 pages · rfp
High

RFP Custodies and Securities Lending Services 2026 RAMP ID 226673

PDF, High priority: read this first34 pages · rfp
High

AI Contract Breakdown

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Finance, Office of
Contacts1 person available
OfficeN/A
Office AddressN/A
Contacts
Evelyn ChaoPoint of Contact

Full Description

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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.

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