Conferencia de prepropuesta - RFQ 2026-152-WG Servicios de banca de custodia

Through this RFQ the Finance Department seeks statements of qualifications from qualified custody banks to ensure its assets are well-protected and efficiently managed. Custody banks play a crucial role in the financial industry, particularly for institutional investors such as pension funds, mutual funds, insurance companies, and investment managers who deal with a large volume of assets and require a reliable and secure partner to manage them.

In accordance with the City of Miami Beach Investment Policy and Procedure, all City investments, are maintained in a depository (custodial account). This independent custodial account must be within the trust department of a major financial institution with a branch located in Miami-Dade County, Florida. The custodian will not be utilized to buy or sell investments for the City. All City investments must be registered in the City’s name.

A Pre-Proposal meeting is scheduled to be held on February 19, 2026, at 10:00 am. Attendance for the pre-proposal meeting shall be via telephone and recommended as a source of information but is not mandatory. Proposers interested in participating in the Pre-Proposal Meeting must follow these steps:
(1) Marque el NÚMERO DE TELÉFONO: +1 786-636-1480 (Llamada gratuita a América del Norte)
(2) Enter the MEETING NUMBER 125 891 809#

La Ciudad utiliza Bidnet Direct (anteriormente Periscope S2G) (https://www.bidnetdirect.com/) para la notificación automática de oportunidades de licitación y el cumplimiento de la documentación, incluyendo la emisión de cualquier anexo a esta RFQ. Todo posible proponente que haya recibido esta RFQ por cualquier medio que no sea Bidnet Direct debe registrarse inmediatamente en Bidnet Direct para asegurarse de recibir cualquier anexo emitido a esta RFQ. La falta de un anexo puede resultar en la descalificación de la propuesta presentada. ESTA SOLICITUD DE CALIFICACIÓN SE ENCUENTRA BAJO LA ORDENANZA N.º 2002-3378, QUE PUEDE ENCONTRARSE EN EL SITIO WEB DE LA CIUDAD DE MIAMI BEACH: http://www.miamibeachfl.gov/city-hall/procurement/procurement-related-ordinance-and-procedures.