Investment Custody Services
Clark County > Department of Finance > Purchasing and Contracts Division
Original Solicitation Links
608032-26
]custody services
608032-26
]custody services
Contact
Submission Instructions
All of the following are required.
Step 2
Description
Clark County seeks a qualified financial institution to provide custody, safekeeping, and settlement services for its investment portfolio. Services include asset safekeeping, trade settlement on a delivery-versus-payment basis, income collection, corporate action processing, cash management and automated sweeps, portfolio accounting, performance measurement and reporting, account administration and reconciliation, compliance support, audit support, and secure online access to account information and reports. The County maintains three custodial accounts and approximately $9 billion in fixed-income assets. The selected provider will coordinate with the County’s investment manager, provide monthly statements and transaction reports, and support implementation and ongoing client service. The anticipated contract term is one year, with up to six one-year extensions. Responses must include organizational and financial information, technical and staffing responses, references, fee information, supporting appendices, contract exceptions, and the completed Disclosure of Ownership Form.
Classification Codes
Smart Codes
Specifications
Timeline
Requirements
- Commercial General Liability — $2,000,000.00
- Automobile Liability — $1,000,000.00
- Professional Liability (Errors & Omissions) — $10,000,000.00
- Excess/Umbrella Liability — $25,000,000.00
- Workers’ Compensation
- Employers’ Liability — $1,000,000.00
- Financial Institution Crime / Fidelity Bond — $250,000,000.00
- Cyber (Network Security & Privacy) Liability — $250,000,000.00
- Minimum 3 references
- Client point of contact required for each reference
Documents
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