Investment Custodian and Trustee Services

Agency:	State Government of North Carolina
State:	North Carolina
Type of Government:	State & Local
NAICS Category:	561720 - Janitorial Services
Posted Date:	Dec 19, 2025
Due Date:	Jan 16, 2026
Solicitation No:	269-2026-110
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Solicitation Number:	269-2026-110
Project Title:	Investment Custodian and Trustee Services
Description:	The City’s Finance Department is seeking a Service Provider (or Service Providers) to support the City’s needs for Investment Custodian and Trustee Services.
Opening Date:	1/16/2026 10:00 AM
Posted Date:	12/20/2025
Status:	Open
Department:	CITY OF CHARLOTTE


Solicitation Number * 269-2026-110	Department CITY OF CHARLOTTE	Status Reason Open
Opening Date 2026-01-16T10:00:00.0000000	Posted Date * 2025-12-19T17:29:41.0000000Z	Commodity Code Investment accounts
Mandatory Conference/Site Visit — —	Special Instructions https://charlottenc.bonfirehub.com/projects/210099/details	Solicitation Type * Select RFP IFB RFI
Owner Nitaysha Greene
Description The City’s Finance Department is seeking a Service Provider (or Service Providers) to support the City’s needs for Investment Custodian and Trustee Services.

Attachments eVP 269-2026-110 - Investment Custodian and Trustee Services - Bonfire Instructions Procurement Portal.pdf (125.23 KB)

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CITY OF CHARLOTTE PROCUREMENT PORTAL INSTRUCTIONS

THE FOLLOWING PROJECT IS POSTED ON THE CITY OF CHARLOTTE’S PROCUREMENT PORTAL

PROJECT #: 269-2026-110

PROJECT NAME: Investment Custodian and Trustee Services

PROJECT LINK: https://charlottenc.bonfirehub.com/projects/210099/details

CITY OF CHARLOTTE BONFIRE PORTAL

The City of Charlotte is currently conducting a trial of a new electronic solicitation Procurement Portal

(https://charlottenc.bonfirehub.com) to post solicitations, receive vendor submissions, and communicate

with vendors interested in participating in solicitations being conducted with the use of the new

Procurement Portal. Interested vendors must register through the Procurement Portal to access these

solicitations and participate in solicitation activities.

WHAT IS INCLUDED IN THE PILOT?

Currently, the pilot includes a limited number of solicitations being conducted by City Procurement and

Charlotte Water across the following categories: Architecture and Engineering Services, Commodities,

Construction, Services, and Technology.

HOW TO REGISTER

All vendors wishing to view and participate in solicitations on the Procurement Portal must register here –

https://charlottenc.bonfirehub.com/login. Once you are registered, you may access solicitations, submit

questions, and submit responses to solicitations (e.g. Bids, Proposals, Quotes, etc.)

QUESTIONS

All solicitation questions must be submitted electronically to https://charlottenc.bonfirehub.com through

the Vendor Discussions section under the respective Project.

SUBMISSION INSTRUCTIONS

All submissions must be submitted electronically via the Procurement Portal

https://charlottenc.bonfirehub.com/opportunities, under the respective Project.

Your submission must be uploaded, submitted, and finalized prior to the Project’s posted due date. The

City strongly recommends allowing sufficient time to complete this process (ideally a week prior to the

deadline) to begin the uploading process and to finalize your submission. Uploading large documents may

take time, depending on the size of the file(s) and your Internet connection speed.

BROWSERS

The Bonfire portal can be accessed using Microsoft Edge, Google Chrome, or Mozilla Firefox. Javascript

must be enabled. Browser cookies must be enabled.

SUPPORT

For technical questions, visit Bonfire’s help forum at https://vendorsupport.gobonfire.com/hc/en-us Contact

the Bonfire support team at Support@GoBonfire.com or by calling 1-800-354-8010.

To get started with Bonfire, watch this five-minute training video:

Vendor Registration and Submission [VIDEO] – Bonfire Vendor Support (gobonfire.com)

This page summarizes the opportunity, including an overview and a preview of the attached documents.

* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.

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Investment Custodian and Trustee Services

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