Skip to main contentPsst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveFree Webinar — Wednesday, October 14 at 2:00 PM EDT

Register Free →

On-Site Financial Consulting and Banking Services

Active
Federal

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

Show more

The On-Site Financial Consulting and Banking Services subcontract, managed by the Department of Energy Headquarters Procurement Services, provides specialized in-person financial services at the Germantown Building in Washington. The selected provider will maintain a physical presence to offer loan application assistance and financial planning to DOE employees and contractors through the use of secure banking terminals and software. To ensure professional delivery, the contract requires the deployment of licensed banking officers and financial advisors capable of conducting on-site consultations and processing loans. This opportunity falls under NAICS code 522110, with a response deadline set for October 19, 2026.

General Info

DOE subcontract for on-site financial consulting and banking services in Washington, DC.

NAICS

522110 - Commercial Banking

Place of Performance

Washington, DC, 20585, USA

Set-Aside

NONE

Documents

This scope was carved out of 89303027NMA000105.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Automated Teller Machine (ATM) Services

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

Posted

subcontract

Response Deadline

Submission deadline

Response Deadline

Ready to pursue this opportunity?

Start your free trial to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more
AgencyDepartment Of Energy → Headquarters Procurement Services
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

Show more
Performs in-person banking services for prime contractors on Department of Energy facility projects at the Germantown Building. Staffs a physical presence to provide financial planning and loan application services to DOE employees and contractors using secure banking software and terminals. Requires licensed financial advisors and banking officers. Delivers on-site banking consultations and loan processing.

Similar Contracts

Same NAICS industry code

NAICS: 522110
New
Federal
Automated Teller Machine (ATM) Services
Solicitation # 89303027NMA000105
The U.S. Department of Energy (DOE) is conducting market research through Request for Information 89303027NMA000105 to identify providers for the placement, operation, and servicing of automated teller machines (ATMs). The agency seeks a no-cost-to-the-Government arrangement, meaning no appropriated funds will be used and no contract payments will be made to the provider. The scope of work involves installing one ATM at each of two locations: the Forrestal Building in Washington, DC, and the Germantown Building in Germantown, MD. Additionally, the DOE is exploring the possibility of optional in-person banking services, such as financial planning and loans, specifically for the Germantown facility. Selected providers must implement robust physical and cybersecurity controls, including anti-skimming, tampering protections, and remote monitoring. All personnel must adhere to DOE security badge and facility access requirements. The provider will be responsible for all costs associated with installation, maintenance, insurance, and upgrades, as well as the eventual removal of equipment and restoration of the sites. Interested respondents, including commercial banks and independent ATM operators, must submit a concise response of approximately ten pages by October 19, 2026, detailing their entity type, relevant experience in Federal office buildings within the National Capital Region, and their ability to meet these requirements.
Headquarters Procurement Services

POSTED

1 day ago

DEADLINE

in 13 days
View Details
NAICS: 522110
SLED
Primary Bank Depository
Solicitation # 26-1400
The Brazos River Authority is soliciting proposals under RFP 26-1400 for primary depository services. To be eligible, qualified financial institutions must maintain a main or branch office within the municipal boundaries of Waco, Texas. The contract is for an initial term of two years beginning May 1, 2027, with the possibility of two additional two-year renewals for a total potential duration of six years. Award selection will be based on the most advantageous overall submittal, evaluated through a three-phase process focusing on provided services and financial impact. The scope of work requires the selected institution to provide a dedicated relationship manager, respond to research requests within three business days, and provide annual account balance audit confirmations at no charge. Key financial requirements include pledging collateral for aggregate balances exceeding 1,000,000 dollars and adhering to the ordinary care standard of the Uniform Commercial Code, as well as Texas Government and Local Government Codes. The successful bidder must also provide a FIRREA-compliant resolution of certification and ensure all interest payments on securities are posted promptly. Proposals must be submitted via BidNet Direct or by mail by November 3, 2026. Required documentation includes a W-9, a Non-Collusion Affidavit, a Conflicts of Interest Questionnaire, and an Acknowledgment of Request for Proposals and Receipt of Addenda. Additionally, respondents must submit an Expected Bank Services Questionnaire, a Pro-Forma Account Analysis statement, and a detailed Bank Service Fee Schedule in MS-Excel format. Pricing is based on specific monthly volumes for services such as recoupment, desktop deposits, ACH transmissions, and positive pay.
BRAZOS RIVER AUTHORITY

POSTED

7 days ago

DEADLINE

in 28 days
View Details
NAICS: 522110
SLED
Financial Inclusion Banking Services RFI 2026-137-INS
Solicitation # 2139410
The New York State Insurance Fund (NYSIF) has issued Request for Information 2026-137-INS to conduct market research regarding Financial Inclusion Banking Services. The primary objective is to gather information from qualified financial institutions and community financial service providers concerning the availability of low-cost banking and financial access solutions for NYSIF claimants and beneficiaries. This is a sources-sought solicitation intended to inform future procurement efforts or research; NYSIF explicitly states that no contract award for services or products will result directly from this RFI. Respondents who provide information may be placed on a mailing list to receive announcements regarding any subsequent Requests for Proposals (RFP), though NYSIF is under no obligation to initiate such a procurement. Interested parties must submit their responses by October 21, 2026, at 2:00 p.m. EST. All inquiries should be directed via email to contracts@nysif.com, ensuring the subject line includes NYSIF 2026-137-INS: Financial Inclusion Banking Services for NYSIF Claimants. It is the responsibility of the respondents to monitor the NYSIF procurement website for all amendments and clarifications, as failure to incorporate these updates may result in a proposal being deemed non-responsive. Pursuant to State Finance Law, strict communication restrictions are in place; all contact must be made through the designated staff, Alexandria Romano and Carly Zanotta. NYSIF also encourages participation from New York State Minority and Women’s Business Enterprises (M/WBE) and Service-Disabled Veteran Owned Businesses (SDVOB).
Insurance Fund - NYS

POSTED

9 days ago

DEADLINE

in 15 days
View Details
NAICS: 522110
SLED
BANKING SERVICES
Solicitation # 2027-RFP-034
The Housing Opportunities Commission of Montgomery County (HOC) is soliciting proposals under solicitation 2027-RFP-034 for comprehensive banking services. The scope of work includes depository and disbursement services for 318 accounts, with a strategic shift toward ACH payments and integration with Yardi software. Additionally, HOC requires a total credit facility of 210 million dollars, consisting of a 150 million dollar real estate line of credit and a 60 million dollar flexible line of credit for working capital. The contract is envisioned for an initial term of two years with three one-year renewal options. Eligible banking institutions must be members of the FDIC and the Federal Reserve System, be eligible to do business in Maryland, and comply with the Community Reinvestment Act and Equal Opportunity Employment Act. Proposals will be evaluated on a 100-point scale focusing on depository services, disbursement services, credit facility structure, electronic banking capabilities, local branch presence, and minority/female/disabled business enterprise participation. Only firms scoring 80 points or higher will be considered for interviews and virtual technology demonstrations. Contractors must adhere to strict compliance standards, including the HOC Works Program for resident hiring and training, as well as mandatory background screening certifications for all personnel. Proposals must be submitted via the OpenGov Procurement Portal using the provided Excel workbook, which requires detailed sections on questions, implementation, and pricing. The response deadline is February 27, 2027.
Finance

POSTED

11 days ago

DEADLINE

in 5 months
View Details

More opportunities from Department Of Energy → Headquarters Procurement Services

Same awarding agency

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Miguel
Hillary
Keith Deutsch
Christine

Join 750+ contractors already using CLEATUS