ID: RFP-20-21-01

The State Universities Retirement System (SURS) is soliciting proposals from firms to provide master trust/custodial and securities lending services.

SURS will be considering proposals for: 1) custody with securities lending; 2) custody with no securities lending; and/or 3) stand-alone securities lending.

Document NameDatePages
Master Custodian, Related Services & Securities LendingJune 3, 202150 
Question and Answer DocumentJune 28, 202116
Attachments for Answers – Zipped FolderJune 28, 2021NA

Schedule

DescriptionDate
Quiet Period BeginsJune 3, 2021
RFP IssuedJune 3, 2021 
Responder Questions DueJune 21, 2021
Responses to QuestionsJune 28, 2021
RFP Responses Due 4:30 p.m. CSTJuly 19, 2021
EvaluationsJuly 2021
InterviewsSeptember 2021
Selection by SURSOctober 21, 2021

All dates subject to change at SURS discretion