DFC Master Custody Agreement
Closed Pre-Solicitation Posted
Not the latest version. See the latest solicitation from .
- Solicitation number
- 77344425R0003
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 5232 Securities and Commodity Exchanges
- PSC
- R499 Support- Professional: Other
- Place of performance
- United States
Notice details come from SAM.gov. Updated .
About this opportunity
The U.S. International Development Finance Corporation (DFC) is seeking a financial institution to provide master custody agreement services for its investment activities. The agency requires a custodian capable of holding securities across developed and emerging markets, processing transactions through clearinghouses, and transferring assets to the U.S. Treasury. Key tasks include establishing a custody account in DFC's name, receiving and recording assets, providing SWIFT messaging services, and supporting tax and regulatory compliance reporting. The pre-solicitation notice indicates that DFC is looking for a firm to enter a Basic Ordering Agreement to support timely and efficient award of mission-essential services. Interested firms are invited to submit questions or capability statements to Michael Pasquella at Michael.Pasquella@dfc.gov by June 9, 2025.
The pre-solicitation notice does not specify a specific set-aside designation, and no incumbent contractors are mentioned. While the exact award value is not disclosed, the contract will focus on supporting DFC's global development investments across sectors including energy, healthcare, critical infrastructure, and technology. The contract is structured as a Basic Ordering Agreement, suggesting potential flexibility in scope and duration. The procurement falls under the NAICS category 5232 for Securities and Commodity Exchanges and the PSC category R499 for Professional Support Services. The solicitation aims to support DFC's broader mission of advancing U.S. foreign policy, generating taxpayer returns, and providing development finance solutions in partnership with the private sector.
Notice text
DFC Master Custody Agreement
Purpose:
DFC is seeking a firm to enter a Basic Ordering Agreement / Basic Purchase Agreement to provide program-specific acquisition support services to the offices of the U.S. International Development Finance Corporation (DFC), which are needed to allow for the timely and efficient award of new or recompeted requirements, while avoiding any lapse of mission-essential support services.
Background:
The U.S. International Development Finance Corporation (DFC) 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 makes America a stronger and more competitive leader on the global development stage, with greater ability to partner with allies on transformative projects and provide financially sound alternatives to state-directed initiatives that can leave developing countries worse off. DFC's investments focus on impactful global development, advancing U.S. foreign policy, and generating returns for American taxpayers.
Objectives:
DFC may acquire various securities in conjunction with its investment activities and is seeking a custodian to hold these securities as it cannot have an account with any financial market infrastructure (FMI) company.
The ideal financial institution would hold securities on behalf of DFC, work with clearinghouses to process transactions, transfer DFC assets to the U.S. Treasury, and would be capable of providing services across developed and emerging markets. Additionally, DFC will likely require assistance with compliance reporting.
Key Tasks may include:
1. Provide custody services for across multiple markets;
2. hold assets in a custody account established in the name of DFC; and
3. Receive, accept, and record all assets delivered by DFC and deliver them to DFC’s project investments (or their Fiscal Agent) and receive, accept, and record all assets delivered by DFC’s project investments (or their fiscal agent) and deliver them to DFC’s account with the U.S. Treasury Department.
4. SWIFT messaging services
5. Tax and Regulatory Compliance reporting
This is not a solicitation for proposals; however, a solicitation is anticipated in the near future.
Interested firms may submit question and/ or capability statements to Mr. Michael Pasquella at Michael.Pasquella@dfc.gov.
Notice history
| Notice | Type | Posted |
|---|---|---|
| DFC Master Custody Agreement | Solicitation | |
| This notice | Pre-Solicitation |
Similar open opportunities
| Opportunity | Agency | Set-aside | Responses due |
|---|---|---|---|
| Brokerage Account Services | International Development Finance Corporation | No set-aside | |
| Legal services ongoing maintenance and enforcement of settlement agreements and judgments already obtained by DFC | International Development Finance Corporation | No set-aside |
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