(1) Vendor needs to provide financial safekeeping and custodial services for Non-Endowed, Endowed, Osher, LSU System Health Plan, and LSU Common Stock investment portfolio accounts to the government authority located in Baton Rouge, LA.
- Proposed accounting team must be based, to ensure that issues that might arise are handled the same day.
- capability to immediately verify and remit funds involving securities purchased under agreements to resell in conjunction with the receipt and transfer of book entry securities.
- ability to provide customized or multiple format institutional accounting statements in print and electronic format
- ability to maintain a data processing interface with LSU and its consultants by on-line capability and other acceptable electronic data means.
- Collect investment income and record this in the Funds.
(2) All questions must be submitted no later than March 31, 2023.
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