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Request for Proposals for Banking and Investment Services

Overview

The Universal Service Administrative Company ("USAC") is requesting proposals for banking and investment services for a four year period. This Request for Proposal ("RFP") describes the services requested and provides instructions on how to respond. Bidders may submit proposals to provide either banking and investment services, or investment services only. In cases where the bidder submits a proposal to provide all services described herein, USAC may choose to award portions of the work to separate bidders.

• Request for Proposals for Banking and Investment Services [PDF, 407KB]

USAC reserves the right to post additional information concerning this procurement and modify the RFP and/or one or more of the dates listed above, and in such event, it will post a notice on its website at: http://www.usac.org/about/.  Contractors are responsible for regularly checking the USAC website for notices concerning this procurement.  USAC is not responsible for notifying any contractor of the existence of such notices or the results of a contractor failing to check the website to obtain such notices.

Download Banking & Investment Services RFP - Questions & Answers [PDF, 405kb]

Download Banking & Investment Services RFP - Lockbox Instructions [PDF, 20kb]

Download Banking & Investment Services RFP - Lockbox Sample [PDF, 639kb]

Download Banking & Investment Services RFP - Payment Sample [PDF, 188kb]

Click here to submit questions to USAC via email.