Custodial Bank Services
Summary
Milwaukee County, Wisconsin is soliciting proposals from qualified trust companies and commercial banks for the purpose of providing custodial/safekeeping services for the financial assets held or controlled by the County, other than pension fund assets held by a third party custodian and/or money manager.
Details
| Solicitation Number | RFP-2026-016 |
| Type | RFP |
| Posted | 2026-10-26 9:00AM EDT (15 days ago) |
| Response Deadline | 2026-12-04 6:00PM EST (in 24 days) |
| State | WI |
Description
Milwaukee County, Wisconsin is soliciting proposals from qualified trust companies and commercial banks for the purpose of providing custodial/safekeeping services for the financial assets held or controlled by the County, other than pension fund assets held by a third party custodian and/or money manager.
Contact
| Name | Marina Litvinets |
| Email / phone | 🔒 Available with Pro Upgrade |
Documents
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๐ Attachment C. Insurance and Indemnity Form.pdf Documentation
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๐ Attachment F. Conflict of Interest.pdf Documentation
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๐ Attachment E. EEOC.pdf Documentation
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๐ Attachment D. Proprietary Info Disclosure Form.pdf Documentation
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๐ Attachment J - TBE form.pdf Documentation
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๐ Attachment B Vendor Information Sheet.pdf Documentation
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๐ Attachment L. Statement of Investment Policy.pdf Documentation
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๐ Attachment K. Cost Proposal form.pdf Documentation
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๐ Attachment I. Exceptions.docx Documentation
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๐ Attachment H. Sworn Statement of Proposer..pdf Documentation
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๐ Attachment I-1. Contract template.docx Documentation