A government authority in Salem, Oregon is seeking proposals from qualified vendors for investment custodial safekeeping and trust services. The selected provider will be responsible for the safekeeping of assets, settlement of transactions, and facilitating online account access for the agency.

Key responsibilities include management reporting, timely statement delivery, provision of online balance inquiry and trade affirmation tools, consolidated accounting and reporting, and conducting onsite client meetings as required. The goal is to ensure secure, efficient, and fully compliant custody and trust operations for the agency's investment assets.