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This Solicitation opportunity from Texas was posted on July 16, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Request for Applications for Primary Banking Services

Closed
2026-RFA-012State & Local

Contract Overview

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

Active Opportunities Like This One

NAICS: 522110
SLED
Master Banking Services
Solicitation # GEN2131264P1
Broward County's Finance and Administrative Services Department is soliciting proposals for Master Banking Services under solicitation GEN2131264P1. The scope is divided into five distinct service groups: Lockbox Services, Merchant Card Services, Purchasing Card Services, Third-Party Custodian/Safekeeping Services, and Treasury Services. Vendors may propose for one or multiple groups but must perform all work without subcontracting. The County reserves the right to award each service to a single or multiple vendors based on a 100-point evaluation system that considers professional personnel, project approach, past performance, and pricing. Key operational requirements include the provision of dedicated relationship managers and customer service representatives, with 24/7 support required for merchant and purchasing card services. Technical requirements are stringent, demanding PCI DSS compliance, SOC 2 Type II reporting, and adherence to high-risk security standards, including a mandate that county data remain within the United States. Vendors must also comply with Florida statutory requirements, such as the Prudent Person Rule for safekeeping and specific criminal history screening and domestic partnership certifications. Submissions must be made electronically via the BPRO portal by the specified deadline. Required documentation includes detailed functionality checklists, demonstration scripts, and comprehensive insurance coverage across general, professional, cyber, and crime/fidelity liability. Evaluation for treasury services specifically incorporates bank strength tiers based on credit ratings from Moody's, S&P, or Fitch. The solicitation emphasizes a seamless transition and implementation plan to ensure continuity of operations across all banking functions.
Broward County

POSTED

10 days ago

DEADLINE

in 26 days
NAICS: 522110
SLED
Banking and Investment Services
Solicitation # 2610-KP
The Sacramento Housing and Redevelopment Agency is seeking a qualified financial institution through solicitation 2610-KP to provide comprehensive banking and investment services. The selected partner will manage a wide array of financial activities, including the administration of Housing Choice Voucher disbursements, payroll, accounts payable, rent collection, and the management of short-term investments and escrowed funds. The contract requires a partner capable of maintaining HUD-compliant banking practices, ensuring the security of public assets, and providing advanced cash management tools such as ACH fraud filters, positive pay services, and electronic reporting. The procurement process is governed by HUD non-construction instructions and requires all proposals to be submitted via the Agency's Electronic Bid Portal. Award decisions will be based on the most advantageous offer, considering price and the contractor's financial resources, performance record, and business ethics. The contract includes strict compliance requirements, including adherence to the HUD General Depository Agreement, the Federal Privacy Act of 1974, and Section 3 of the Housing and Urban Development Act of 1968. Additionally, the contractor must maintain appropriate insurance naming the Agency as an additional insured and comply with California state laws regarding child and family support enforcement for contracts exceeding 100,000 dollars.
Finance

POSTED

16 days ago

DEADLINE

in 14 days

AI Contract Overview

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The City of Heath, Texas, is soliciting applications for a primary banking partner to manage its core financial operations through comprehensive depository and treasury management services. The ideal institution will offer secure, efficient, and innovative solutions tailored to municipal needs, emphasizing strong fraud prevention, competitive earnings on deposits, transparent fee structures, and seamless integration with the City’s existing financial systems. The City prioritizes a collaborative relationship with a bank that provides proactive communication, responsive relationship management, and technology-driven tools to enhance cash flow visibility, operational efficiency, and overall fiscal responsibility. Long-term reliability and a demonstrated understanding of public sector financial requirements are essential. Applications must be submitted by August 20, 2026, under solicitation number 2026-RFA-012, with inquiries directed to Finance Director Jay Ayers or Assistant Director Tracy Rosalies. The City seeks partners who go beyond basic banking services by offering tailored innovations that support revolving credit needs, streamline reconciliation processes, and deliver exceptional service to benefit both the City’s operations and its residents. Financial institutions are encouraged to showcase their ability to adapt to evolving municipal demands while upholding the highest standards of security and accountability.

General Info

City of Heath seeks primary banking partner for secure, innovative treasury services by August 20, 2026.

Agency

Texas → FinanceView Agency

NAICS

522110 - Commercial BankingView NAICS

Place of Performance

TX, USA

Set-Aside

NONE

Documents

(3)

Heath Fee Schedule for City of Heath

XLSXfee-schedule

Heath Depository RFA 2026 - Primary Depository Services

DOCXrfa

City of Heath Texas Investment Policy 2025

DOCXinvestment-policy

AI Contract Breakdown

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyTexas → Finance
Contacts2 people available
OfficeHeath, TX, 75032, USA
Organization / Agency
Texas → Finance
View Agency Profile
Office AddressHeath, TX, 75032, USA
Contacts
Jay AyersFinance Director
Tracy RosaliesAssistant Director of Finance

Full Description

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The City of Heath is seeking a long-term banking partner to provide reliable, secure, and innovative primary depository and treasury management services that support the City's growing financial operations. The City is committed to maintaining sound financial management, safeguarding public funds, and utilizing bank technology that enhances operational efficiency, security, and customer service. The City seeks a banking partner that offers responsive relationship management, robust treasury management tools, competitive earnings and fee structures, and strong fraud prevention capabilities. Respondents are encouraged to demonstrate innovative solutions that improve cash management, streamline banking operations, integrate with the City's financial systems, and support revolving banking needs. The City values a collaborative partnership with a financial institution that understands the unique requirements of municipal government and is committed to delivering exceptional service, proactive communication, and long-term value to the City and its residents.