# Global Custodial Services

Canonical: https://abierto.us/opportunities/77344426q0057

- Solicitation number: 77344426Q0057
- Notice type: Solicitation
- Status: Closed. Deadline was May 18, 2026 at 10:00 AM EDT
- Department: United States International Development Finance Corporation
- Contracting office: Office of Acquisition (773444)
- NAICS: 522320 Financial Transactions Processing, Reserve, and Clearinghouse Activities
- Product or service code: R710 Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
- Place of performance: Washington, District of Columbia
- County: District of Columbia (FIPS 11001). https://abierto.us/counties/district-of-columbia-dc-11001
- City: Washington. https://abierto.us/cities/washington-dc-1150000
- First posted: April 6, 2026
- Last posted: May 14, 2026
- SAM.gov: https://sam.gov/workspace/contract/opp/6d1d52dd9e474789a8ba254acc1a83ca/view

## Description

The U.S. International Development Finance Corporation is the U.S. Government's developing finance institution. DFC partners with the private sector to finance solutions to the most critical challenges facing the developing world today. DFC invests across sectors including but not limited to energy, healthcare, critical infrastructure, and technology. DFC investments adhere to high standards and respect the environment, human rights, and worker rights.

DFC may acquire various securities in conjunction with its investment activities and is seeking a global custodian to hold these securities as it cannot have an account with any financial market infrastructure (FMI) company. DFC seeks to enter into an agreement with a custodian bank for support in the following:

1. Provide custodial services globally for a wide variety of securities including but not limited to:

debt instruments, equity securities including stocks and warrants; such securities may be exchange traded, OTC, or private placement.

2. Hold assets and settle securities transactions on behalf of DFC.

3. Work with brokers and clearinghouses (or comparable intermediaries) to finalize transactions.

4. Receive, accept, and record all assets delivered to and from DFC’s account.

5. Transfer funds to the U.S. Treasury.

6. Provide support for DFC’s own financial reporting and all compliance with applicable tax and regulatory regimes.

7. Provide system interfaces and support to efficiently enable services. Please see the attached solicitation for more information. In your response, please note the following:

Offerors must answer:

1. How is your global custody service structured? Is it through relationships with local custodians, direct presence, or a hybrid of both depending on country?

2. Where do you not provide services directly? Please note which countries you transact directly vs indirectly, and if needed, please note rationale.

3. Which emerging markets does your financial institution have operations in? Please provide full list of countries, and please note specific operations for countries like India, Mexico, Australia, and Brazil.

4. What types of securities can your financial institution house in a custody account? 5.?What services are offered? (custody, accounting, foreign exchange, liquidity services, reporting, trust, treasury, etc.?) 6. What is the fee structure – fixed or dependent upon assets type and/or size? If dependent upon varying factors, please provide a tiered pricing schedule.

7. Development Banks or Institutions (e.g. IBRD, IFC), Development Finance Institutions (e.g. EDFI members), Public Pension Funds, and/or Sovereign Wealth Funds? Please list with a priority on current active contracts, or within the last 3 years.? 8. How long will it generally take to set up a global account with your financial institution? Please provide notional or example KYC diligence requirements. 9. Any other information you would like for us to note.

## Publications

- April 6, 2026: Solicitation, due May 5, 2026 at 5:00 PM EDT. Notice 417bd6ee372f4d9c9003bd2342746180. https://sam.gov/workspace/contract/opp/417bd6ee372f4d9c9003bd2342746180/view
- April 24, 2026: Solicitation, due May 5, 2026 at 5:00 PM EDT. Notice 5fef9660acdd4bcabad44694d15cdf09. https://sam.gov/workspace/contract/opp/5fef9660acdd4bcabad44694d15cdf09/view
- April 29, 2026: Solicitation, due May 6, 2026 at 5:00 PM EDT. Notice 8551ec9536cd472d9e99175a3734cade. https://sam.gov/workspace/contract/opp/8551ec9536cd472d9e99175a3734cade/view
- April 29, 2026: Solicitation, due May 6, 2026 at 5:00 PM EDT. Notice e0b8c1f4a15d4d6eb1bac14ab2a0a34f. https://sam.gov/workspace/contract/opp/e0b8c1f4a15d4d6eb1bac14ab2a0a34f/view
- May 5, 2026: Solicitation, due May 11, 2026 at 10:00 AM EDT. Notice 302766a32b114a63aac8a08b327410ce. https://sam.gov/workspace/contract/opp/302766a32b114a63aac8a08b327410ce/view
- May 11, 2026: Solicitation, due May 13, 2026 at 10:00 AM EDT. Notice 8285419171bd4527afac6c2c220d868a. https://sam.gov/workspace/contract/opp/8285419171bd4527afac6c2c220d868a/view
- May 13, 2026: Solicitation, due May 18, 2026 at 10:00 AM EDT. Notice 08eb0e57712340219ee9a0102d9dfcab. https://sam.gov/workspace/contract/opp/08eb0e57712340219ee9a0102d9dfcab/view
- May 13, 2026: Solicitation, due May 14, 2026 at 10:00 AM EDT. Notice 3beea06bc6144be4a70bb9ac75169ef4. https://sam.gov/workspace/contract/opp/3beea06bc6144be4a70bb9ac75169ef4/view
- May 13, 2026: Solicitation, due May 14, 2026 at 10:00 AM EDT. Notice be641f058fef42378cebdfd31e0f996f. https://sam.gov/workspace/contract/opp/be641f058fef42378cebdfd31e0f996f/view
- May 14, 2026: Solicitation, due May 18, 2026 at 10:00 AM EDT. Notice 3965181848dc400eabd5fff1ed28ce08. https://sam.gov/workspace/contract/opp/3965181848dc400eabd5fff1ed28ce08/view
- May 14, 2026: Solicitation, due May 18, 2026 at 10:00 AM EDT. Notice 6d1d52dd9e474789a8ba254acc1a83ca. https://sam.gov/workspace/contract/opp/6d1d52dd9e474789a8ba254acc1a83ca/view

## Points of contact

- Michael Pasquella, michael.pasquella@dfc.gov, 12024099203
- Melissa Hergenrader, melissa.hergenrader@dfc.gov, 2029299434

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Source: SAM.gov Contract Opportunities bulk extract. Confirm deadlines on SAM.gov before responding. Cite https://abierto.us/opportunities/77344426q0057.
