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Charlotte · Charlotte, NC

Trustee and Custodian Services

Open — see notice·General ConstructionView official posting ↗
Issuing agency
City of Charlotte
PIN
2025-Q2(Apr-Jun)-FN-17018
Location
Charlotte, NC
Posted
Jul 9, 2026
Takeaways by LightRFP AI

Generate a quick AI overview of this bid, pulled from its details and the attached documents.

Description

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

Requirements

Estimated Total Value
The total project value is anticipated to be:

Contract Term
The term of the project is anticipated to be:

Contact

Name
Robert Iannucci
Address
Charlotte, NC
Full source recordfrom City of Charlotte
Url
https://www.charlottenc.gov/Growth-and-Development/Doing-Business/Contract-Opportunities/Trustee-and-Custodian-Services
Dept
FN
Slug
Trustee-and-Custodian-Services
Title
Trustee and Custodian Services
Detail
Text
Skip to main content English is your current preferred language. MENU Open Search Search Home / Growth and Development/ Doing Business with the City / Contract Opportunities / Trustee and Custodian Services Trustee and Custodian Services Anticipated Posting Date: 2025-05-09 Reference number2025-Q2(Apr-Jun)-FN-17018 StatusUpcoming SummaryThe 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. The City’s Consolidated Investment Pool is part of its daily operations and is invested under North Carolina G.S.159-30 and 159-31. Investments in this portfolio are managed with the objectives of safety, liquidity and return, in that order and typically have daily settlement activity. These investments are executed by delivery vs. payment (DVP) and held by the third-party trust custodian. Requirements Estimated Total Value Contract Term Print Page Contact details Robert Iannucci robert.iannucci@charlottenc.gov Bid Details Department: Finance - General Services Commodity Code(s): 91849, 94625, 94646, 94648, 94656, 94660, 94666, 94685, 95839, 96128 Related Information Facebook X Back to top Accessibility Policy ADA Accommodations Sitemap Public Records Privacy & Legal Notices Contact Us Subscribe/Notify Me CharMeck Alerts CATS Riders Alerts Social Facebook LinkedIn Twitter Instagram © 2026 City of Charlotte | Powered by Granicus
Contact
Name
Robert Iannucci
Email
robert.iannucci@charlottenc.gov
Requirements
**Estimated Total Value** The total project value is anticipated to be: **Contract Term** The term of the project is anticipated to be:
Status
Upcoming
Reference
2025-Q2(Apr-Jun)-FN-17018
Anticipated
May 9, 2025
Description
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.
Categorized By
llm-nc
Detail Fetched
Yes

Source: City of Charlotte (opportunity CHARLOTTE_NC-Trustee-and-Custodian-Services), retrieved via the City of Charlotte Contract Opportunities portal. View the official posting — always confirm requirements and deadlines with the issuing agency.

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