Investment Custodian and Trustee Services
| Location: | North Carolina |
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| Posted: | Dec 19, 2025 |
| Due: | Jan 16, 2026 |
| Agency: | State Government of North Carolina |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | 269-2026-110 |
| Publication URL: | To access bid details, please log in. |
| 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 |
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Solicitation Number
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269-2026-110
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Department
CITY OF CHARLOTTE
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Status Reason
Open
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Opening Date
2026-01-16T10:00:00.0000000
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Posted Date
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2025-12-19T17:29:41.0000000Z
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Commodity Code
Investment accounts
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Mandatory Conference/Site Visit
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Special Instructions
https://charlottenc.bonfirehub.com/projects/210099/details
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Solicitation Type
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Select RFP IFB RFI
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Owner
Nitaysha Greene
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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.
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Attachments
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Attachment Preview
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 is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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* Disclaimer: Information regarding bids, requests for proposals (RFPs), or requests for qualifications (RFQs) is provided on this website only for convenience and does not constitute official public notice. Persons wishing to respond to or inquire about bids, RFPs, or RFQs should contact the appropriate government department.