Charlotte Water Investment Custodian and Trustee Services RFP 269-2026-110
- Due
- Jan 16, 2026
- Deadline passed
- Posted
- Dec 17, 2025
- Primary contact
- Nitaysha N Greene
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Summary
The City of Charlotte's Finance Department is seeking one or more service providers for Investment Custodian and Trustee Services. Proposals are due by January 16, 2026.
- Scope location
- 269- 2026-110
Questions about this RFP
How do I respond to this RFP from Charlotte Water?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 16, 2026. For questions, contact Nitaysha N Greene.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Charlotte Water in NC, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Nitaysha N Greene. Questions and answers are typically shared with all prospective bidders.
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Where can I find more RFPs from Charlotte Water?
All active and historical solicitations from Charlotte Water are tracked and searchable. As a utility district agency, Charlotte Water regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from Charlotte Water for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: 269- 2026-110. Review the full solicitation for detailed scope requirements.