NAICS 523991 - Trust, Fiduciary, and Custody Activities RFPs, RFIs, RFQs, Sources Sought and Government Contracting Opportunities

The Saskatchewan Ministry of Environment is seeking a trustee to administer two silviculture trust funds, oversee investments, and provide financial reporting under a five-year contract.

Milwaukee County is seeking proposals from qualified trust companies and commercial banks to provide custodial and safekeeping services for County financial assets, excluding specified pension fund assets.

Snow College is seeking a qualified financial institution to provide investment advisory, portfolio management, and custodial services for approximately $34 million in endowment and foundation funds, plus future contributions.

The Weymouth Retirement Board is seeking a qualified firm to provide non-discretionary fiduciary investment consulting for the Weymouth Contributory Retirement System, including asset allocation, manager due diligence, risk management, and performance evaluation.

The Harlingen Waterworks System is seeking a qualified financial institution to provide primary depository services, including banking and cash-management services, for an initial three-year term with two optional one-year extensions.

Central Washington University is seeking independent investment advisory and fiduciary consulting services for its retirement and voluntary investment plans, including ongoing investment monitoring, fee analysis, governance support, and strategic guidance.

The Alabama Peace Officers' Annuity and Benefit Fund is seeking investment management, consulting, and custodial services for an approximately $45 million balanced portfolio, with monthly reporting and advisor attendance at board meetings.

The Washington State Board for Community and Technical Colleges is seeking a retirement plan consulting firm to provide fiduciary governance, investment advisory, regulatory compliance, and retirement-readiness support for its retirement plans.

NSCAD University is seeking proposals for investment advisory and management services to manage its investment portfolios under an estimated 60-month contract.

Essex County is seeking financial advisory and consulting services through a one-year contract running from January 1 through December 31, 2027.

The City of Española is requesting proposals for banking services under RFP 2027-003.

Bristol Community College is seeking proposals from qualified investment advisory firms.

The University of Saskatchewan is seeking an investment consulting services provider for six pension, trust, and endowment entities, including governance, asset allocation, manager oversight, performance reporting, and responsible-investing support.

The State of Oregon Department of Human Services is seeking qualified contract attorneys to serve as conservators and personal representatives for estate administration.

San Jacinto Community College District is seeking qualified investment broker-dealer firms to provide as-needed public-funds investment services, including market analysis, pricing and transaction execution, reporting, and portfolio support.

The Office of the Oklahoma State Treasurer is seeking qualified financial institutions to provide a $255 million annuity or materially similar financial instrument generating 15 equal annual distributions over 15 years to fund manufacturer investment rebate payments.

Aubrey Independent School District is seeking a depository bank to provide banking services including account management, cash management, collateral management, and optional services such as merchant services and payroll cards.

The Brazos River Authority is seeking proposals from qualified financial institutions to provide primary depository, cash management, fraud protection, payment processing, investment safekeeping, and collateral services for a two-year term with two renewal options.

The North Attleboro Retirement Board is seeking an investment consultant to advise the public employee retirement system in accordance with Massachusetts retirement laws and regulations.

The Washington State Investment Board is seeking active global equity investment managers for its Commingled Trust Fund through a continuously open procurement process.

The Polk County Sheriff's Office is requesting proposals for banking services under RFP-P2027-01-0-2027/AP.

The Town of Hilton Head Island is seeking Statements of Qualifications from qualified financial institutions, broker/dealers, and other eligible investment providers to establish a pool authorized to offer investment transactions involving Town funds.

Wake Technical Community College is seeking a banking institution to provide comprehensive commercial banking services, including deposits, payments, cash management, fraud controls, and account support under a three-year contract.

The Housing Authority of Maricopa County is seeking an FDIC-insured banking institution to provide commercial banking, treasury management, fraud prevention, payment processing, investment, and credit services.

The City of Brookside Village is seeking a qualified provider to administer, recordkeep, and support its governmental 457(b) deferred compensation retirement plan, including investment-platform, participant education, compliance, and conversion services.