The State of Utah is seeking proposals for investment management and custodial services for an endowment and foundation's investment funds.
The place of performance is Utah (UT).
Proposals are due by November 13, 2026 at 7:00 PM EST.
The estimated value of the funds to be managed is approximately $34 million, plus future accrued funds.
The procurement method is a Request for Proposals (RFP).
Est. value
approximately $34…
Method
Request for Proposals
These takeaways are AI-generated and may be incomplete or wrong. Always verify every detail against the official documents before you bid.
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Provide investment management and custodial services for an endowment and foundation's investment funds.
Manage funds totaling approximately $34 million, plus future accrued funds.
Requirements
From the documents
Estimated value
approximately $34 million, plus future accrued funds
Posted Scope of Work
This RFP seeks proposals from qualified financial institutions to provide investment management and custodial services for an endowment and foundation's investment funds totaling approximately $34 million, plus future accrued funds.
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Questions & answers
AI-generated
What is the estimated value of the funds to be managed?
The investment funds total approximately $34 million, plus future accrued funds.
What is the due date for proposals?
Proposals are due by November 13, 2026 at 7:00 PM EST.
Who is the issuing agency?
The issuing agency is the State of Utah.
Full source recordEvery field State of Utah (BidNet Direct) published, untouched
Teaser
Ai Overview
This RFP seeks proposals from qualified financial institutions to provide investment management and custodial services for an endowment and foundation's investment funds totaling approximately $34 million, plus future accrued funds.
Surety · through Light RFPprequal free · bid bond free · p&p 3%
Need a bond for this one? Get prequalified once.
Most Utah 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.
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A surety’s written statement that it expects to bond you up to a stated amount, subject to final underwriting. It’s what a GC or agency asks to see before they take your bid seriously.
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Source: State of Utah (BidNet Direct) (bid UT-444200509251), retrieved via the Utah BidNet Direct purchasing portal. View the official posting, and always confirm requirements and deadlines with the issuing agency.
State of UtahIssuing agency·Utah·via the Utah BidNet Direct purchasing portal