The City’s Finance Department is interested in seeking proposals for a Service Provider (or Service Providers) to support the City’s needs for Investment Custodian and Trustee Services with a multi-year agreement. The City’s investment and debt programs are managed by the Treasury Division of the Finance Department.
Anticipated posting date: 2025-05-09
Estimated Total Value
The total project value is anticipated to be:
Contract Term
The term of the project is anticipated to be:
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Most North Carolina work asks for the two below, and the solicitation documents are where it’s stated. One prequalification covers both — on this bid and the next.
A surety’s written statement that it expects to bond you up to a stated amount, subject to final underwriting. It’s what an agency asks to see before they take your bid seriously.
Source: City of Charlotte, retrieved via the City of Charlotte Contract Opportunities portal. View the official posting, and always confirm requirements and deadlines with the issuing agency.