City of Winter Park Public Safety Pension Board Independent Custodian RFP 2026
City of Winter ParkCity · Winter Park, FL- Due
- Jan 2, 2026
- Deadline passed
- Posted
- Dec 4, 2025
- Primary contact
- Madison Smith
- (407) 599-3238
The 30-second brief
The City of Winter Park, on behalf of the Police Officers’ and Firefighters’ Retirement Boards, is soliciting proposals for custodial banking services to manage and safeguard pension plan assets. The selected custodian must serve as a Qualified Public Depository (QPD) per Chapter 280, Florida Statutes, and will be responsible for trade settlement, income collection, disbursement of benefits, record maintenance, and monthly/annual reporting. Eligible institutions must be financially stable and FDIC- or NCUA-insured. Proposals are due by January 2, 2026, at 401 S Park Ave, Winter Park, FL. Contact Madison Smith at (407) 599-3238 for inquiries.
Safekeeping of assets, Trade settlement, Income collection, Disbursement of benefits, Record maintenance, Monthly and annual reports
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Summary
The City of Winter Park, on behalf of the Police Officers’ and Firefighters’ Retirement Boards, is soliciting proposals for custodial banking services to manage and safeguard pension plan assets.
The selected custodian must serve as a Qualified Public Depository (QPD) per Chapter 280, Florida Statutes, and will be responsible for trade settlement, income collection, disbursement of benefits, record maintenance, and monthly/annual reporting. Eligible institutions must be financially stable and FDIC- or NCUA-insured. Proposals are due by January 2, 2026, at 401 S Park Ave, Winter Park, FL. Contact Madison Smith at (407) 599-3238 for inquiries.
REQUIRED DELIVERABLES
6- Safekeeping of assets
- Trade settlement
- Income collection
- Disbursement of benefits
- Record maintenance
- Monthly and annual reports
- Submit to
- 401 S Park Ave, Winter Park, FL, 32789
- Scope location
- Winter Park, FL
Questions about this RFP
How do I respond to this RFP from City of Winter Park?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 2, 2026. The solicitation specifies required deliverables that must be addressed in your response. Submissions should be delivered to: 401 S Park Ave, Winter Park, FL, 32789. For questions, contact Madison Smith.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Winter Park in FL, 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 Madison Smith at (407) 599-3238. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Safekeeping of assets, Trade settlement, Income collection, Disbursement of benefits, Record maintenance, Monthly and annual reports. Proposals should clearly address how each deliverable will be met.
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Where can I find more RFPs from City of Winter Park?
All active and historical solicitations from City of Winter Park are tracked and searchable. As a city agency, City of Winter Park 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 City of Winter Park for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Winter Park, FL. Review the full solicitation for detailed scope requirements.