List of Latest Banking Services RFPs Posted on RFPMart RFPMart LLC en-us https://rfpmart.com/banking-services-rfp-government-contract.html Sat, 04 Apr 2026 12:35:43 -0700 (1) Vendor needs to provide bank depository services to the government authority located in Graham, TX. – Providing comprehensive banking services to a large organization with public funds.– Provide extensive banking and deposit operation to further their objectives of; maintaining security of funds, enhanced fund availability, increased use of technology, and comparable market charges for banking services.– Include, general account services, information reporting, reconcilement, electronic funds transfer, positive pay, controlled disbursement, return of items processed, image capture, custody services, electronic receipt, and payment platforms to provide treasury management services.– Retain a bank capable of providing banking services and willing to be attentive to the city's money matters.– Develop a foundation for a good working relationship with the depository bank.– Adequately compensate the depository bank for services provided.(2) All the questions must be submitted no later than April 22, 2026. Sat, 04 Apr 2026 00:00:00 -0700 http://rfpmart.com/1095626-usa-graham-texas-bank-depository-services-rfp.html http://rfpmart.com/1095626-usa-graham-texas-bank-depository-services-rfp.html (1) Vendor needs to provide investment management and advisory services to the government authority located in Massachusetts. (2) This is a brief information; Main RFP Document is not available on our website. Sat, 04 Apr 2026 00:00:00 -0700 http://rfpmart.com/1095409-usa-massachusetts-investment-management-and-advisory-services-info-only-rfp-not-included-rfp.html http://rfpmart.com/1095409-usa-massachusetts-investment-management-and-advisory-services-info-only-rfp-not-included-rfp.html (1) Vendor needs to provide investment banking services to the government authority located in Burlington, VT.A. All Underwriter Pool Participants– Independently maintain an understanding and model of Bond Bank cash flow requirements.– Assisting the senior underwriter to market the financing—including identifying appropriate institutional and retail investors.– Developing sales memoranda to raise investor awareness and conducting informational meetings for investors.– Contributing to Bond Bank investor relations efforts through contribution of personnel to events, investor meetings, or other information conveyance efforts.B. Senior Managers– Assisting in development of financing documents including the Preliminary and Official Statements and all program documents in conjunction with Mintz, Omnicap, and underwriter’s counsel.– Contributing in the creation and implantation of a plan of finance.– Creating a working cash flow sufficiency model for each transaction, incorporating loan revenues, bond debt service, rebate payments, and debt service reserve fund revenues, to be verified by Omni cap.– Assisting the Bond Bank and full financing team in the preparation of information for rating agencies and/or investors including potential virtual roadshows.– Providing analysis of market conditions relating to the issuance of the bonds(2) All question had been due on March 27, 2026. Sat, 04 Apr 2026 00:00:00 -0700 http://rfpmart.com/1095314-usa-burlington-vermont-investment-banking-services-rfp.html http://rfpmart.com/1095314-usa-burlington-vermont-investment-banking-services-rfp.html Vendor needs to provide self–investment and continues to evaluate that feedback to arrive at a mutually beneficial acquisition strategy to the government authority located in Rock Island, IL. Sat, 04 Apr 2026 00:00:00 -0700 http://rfpmart.com/1095257-usa-rock-island-illinois-rfi-for-self-investment-services-rfp.html http://rfpmart.com/1095257-usa-rock-island-illinois-rfi-for-self-investment-services-rfp.html (1) Vendor needs to provide pension investment monitoring and advisory services to the government authority located in Dallas, TX.     – To provide investment monitoring and advisory services in support of the City’s oversight of its independently managed pension systems.(2) All questions must be submitted no later than April 20, 2026. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094696-usa-dallas-texas-pension-investment-monitoring-and-advisory-services-rfp.html http://rfpmart.com/1094696-usa-dallas-texas-pension-investment-monitoring-and-advisory-services-rfp.html (1) Vendor needs to provide comprehensive locksmith services to the government authority located in Port Chester, NY. – Provide comprehensive locksmith services for properties located throughout the municipality.– Maintaining, at all times, a 24–hour, 7–day per week emergency contact telephone number, and responding to emergency calls within 30 minutes.– Installation, replacement, adjustment, maintenance, and repairs of a variety of medium and high security locking devices.– Including low voltage electric door hardware, tubular locks and related hardware such as exit devices, exit alarms, door closers, door coordinators, hinges; plus, cabinet and drawer locks.– Installation, adjustment, maintenance, and repairs of electronic key systems, and related components.– Expansion of the existing access control systems.– Impression of keys for locks that have no key available.(2) All the questions must be submitted no later than April 10, 2026. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094624-usa-port-chester-new-york-comprehensive-locksmith-services-rfp.html http://rfpmart.com/1094624-usa-port-chester-new-york-comprehensive-locksmith-services-rfp.html (1) Vendor needs to provide investment management and advisory services to the government authority located in Indio, CA. • Investment and management advisory firms for non–discretionary comprehensive investment advisory and portfolio management services.• The Investment Advisor shall be either independent of any financial institution and securities brokerage firm relevant to the firm’s relationship with the entity• Provide full–time, non–discretionary investment management services.  • Assist the City with cash flow/maturity analysis.  • Provide credit analysis of investment instruments in portfolio and rebalance the City’s portfolio as necessary.   • Provide technical and fundamental market research, including yield curve analysis.  • Provide detailed monthly reports of investment portfolio activity, performance, holding by type, maturity, broker, duration, and benchmark comparable.  • Provide separate quarterly and annual portfolio performance reports based on the City’s fiscal year.(2) All the questions must be submitted no later than April 17, 2026.  Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094620-usa-indio-california-investment-management-and-advisory-services-rfp.html http://rfpmart.com/1094620-usa-indio-california-investment-management-and-advisory-services-rfp.html (1) Vendor needs to provide pension fund investment and trustee services to the government authority located in Rochester, NY.– Provide pension fund investment advisory and trustee services for two pension plans sponsored by the Authority for its non–union employees.(2) The contract period will be for five years.  Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094582-usa-rochester-new-york-pension-fund-investment-and-trustee-services-rfp.html http://rfpmart.com/1094582-usa-rochester-new-york-pension-fund-investment-and-trustee-services-rfp.html (1) Vendor needs to provide investment advisory services to the government authority located in Georgetown, TX.– Provide certain services related to the investment of funds, including the execution of securities purchases/sales for the operating and bond funds, investment advice, investment reporting, and review of the Investment Policy and procedures.– Primary investment objectives in order of importance are the preservation of principal, maintenance of sufficient liquidity, preservation of the public trust, and a reasonable and competitive return.– Provide monthly and quarterly investment reports.– Assist the City in developing and refining investment policies and portfolio strategies for governmental operating funds.– Utilize independent investment research and a documented credit review process to support security selection and maturity decisions.– Employ value–added portfolio strategies consistent with the risk parameters and conduct daily portfolio reviews, maintain regular communication with staff, and ensure continuity of operations through documented backup and business continuity processes.– Evaluate market conditions, identify market risks, and recommend strategies to minimize their impact on the investment portfolio.– Analyse the effects of various investment strategies on potential arbitrage liability.– Provide ongoing credit analysis of investment instruments in the portfolio.– Provide monthly, quarterly, and annual reporting on all funds, including portfolio holdings, performance, and compliance metrics.– Provide maturity analysis and assist in managing investment ladders and timing of maturities.– Attend Investment Committee meetings as requested by staff to review the investment program, portfolio performance, and strategy.– Provide ongoing review and recommendations on best practices for banking, cash management, and cash handling programs. – Assist as requested in evaluating and selecting providers for securities clearing and estimate expenditure period interest earnings to support cash flow planning and budget forecasting.(2) The contract period will be for one year.(3) A non–mandatory Pre–bid meeting will be held on April 9, 2026.(4) All the questions must be submitted no later than April 21, 2026. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094551-usa-georgetown-texas-investment-advisory-services-rfp.html http://rfpmart.com/1094551-usa-georgetown-texas-investment-advisory-services-rfp.html (1) Vendor needs to provide banking services to the government authority located in West Palm Beach, FL.– This is a brief information; Main RFP Document is not available on our website.(2) An optional pre–proposal conference will be held on April 21, 2026. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094492-usa-west-palm-beach-florida-banking-services-info-only-rfp-not-included-rfp.html http://rfpmart.com/1094492-usa-west-palm-beach-florida-banking-services-info-only-rfp-not-included-rfp.html – Vendor needs to provide custodian depository service to the government authority located in NM.        – The Custodian is designated as depository for Insurers with respect to securities and other properties in the custodial accounts.– The Custodian has authority to make purchases, sales, and deliveries of securities and to otherwise deal with such securities as directed.– Provide insurers and providers with transaction reports, lists of assets in custodial accounts, and all other available information regarding their respective accounts annually and upon request.– Act as depository with respect to securities and other properties in the custodial accounts. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094439-usa-new-mexico-custodian-depository-service-rfp.html http://rfpmart.com/1094439-usa-new-mexico-custodian-depository-service-rfp.html (1) Vendor needs to provide post–retirement deferred compensation plan consultant services to the government authority located in Arizona.(2) This is a brief information; Main RFP Document is not available on our website.  Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094369-usa-arizona-post-retirement-deferred-compensation-plan-consultant-services-info-only-rfp-not-included-rfp.html http://rfpmart.com/1094369-usa-arizona-post-retirement-deferred-compensation-plan-consultant-services-info-only-rfp-not-included-rfp.html (1) Vendor needs to provide investment custodial safekeeping and trust services to the government authority located in Salem, OR. • Agency seeking proposals for investment custody services, including safekeeping of assets, transaction settlement, online account access, management reporting, statement delivery, online balance inquiry and trade affirmations, consolidated accounting and reporting, and onsite client meeting as needed. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094308-usa-salem-oregon-investment-custodial-safekeeping-and-trust-services-rfp.html http://rfpmart.com/1094308-usa-salem-oregon-investment-custodial-safekeeping-and-trust-services-rfp.html (1) Vendor needs to provide investment advisory and management services to the government authority located in Newark, NJ. – Integrate mission–aligned and regionally focused investment principals into a diversified, multi–asset portfolio.– Ensure that is benefiting from the most effective and cost–effective advisory and fund management support consistent with its Investment Policy.– Assist with the development, implementation, and periodic review of the Investment Policy Statement. Assist in the development of investment policies, reporting and strategic planning.– Conduct studies and provide recommendations to ensure alignment with the college goals and risk tolerance.– Ensure compliance with applicable federal and state laws governing nonprofit and higher education investments.– Prepare and conduct overview presentations or educational workshops on markets and investment strategies and sub–strategies that include a macro view of key managers, types of investments, trends, and key success factors.(2) All the questions must be submitted no later than April 13, 2026. Fri, 03 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094288-usa-newark-new-jersey-investment-advisory-and-management-services-rfp.html http://rfpmart.com/1094288-usa-newark-new-jersey-investment-advisory-and-management-services-rfp.html (1) Vendor needs to provide investment advisory services to the government authority located in Westerville, OH. – Provide professional investment advisory services to the agency aimed at enhancing the agency’s portfolio of short–term and long–term investments.– Provide professional investment advice and recommendations to the agency, regarding the investment and reinvestment.– Make recommendations regarding changes in portfolio composition. – Provide market value for all portfolio holdings, monthly interest projections, and annual GASB information needed by agency staff concerning investments. – Provide high–touch support in the event of services issues. (2) All the questions must be submitted no later than April 17, 2026. (3) The contract period will be for three years. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094151-usa-westerville-ohio-investment-advisory-services-rfp.html http://rfpmart.com/1094151-usa-westerville-ohio-investment-advisory-services-rfp.html (1) Vendor needs to provide community reinvestment and repair fund services to the government authority located in Maryland.– To provide community–based initiatives intended to benefit low–income communities services– The financial condition of each bidder will be assessed, including financial solvency, fiscal capacity, and evaluation of prior audits or financial reviews.– Programs/services under this fund can include mental health and harm reduction, education and afterschool programs, housing and unhoused prevention services, reentry and reintegration, adult professional development, entrepreneurship and economic development, non–profit training and management to support community leaders, and workforce development and training to individuals who reside in the identified low–income and disproportionately impacted communities(2) A non–mandatory pre–bid meeting will be held on April 8, 2026.(3) All questions must be submitted no later than April 15, 2026.  Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094078-usa-maryland-community-reinvestment-and-repair-fund-services-rfp.html http://rfpmart.com/1094078-usa-maryland-community-reinvestment-and-repair-fund-services-rfp.html (1) Vendor needs to provide city banking services to the government authority located in Springfield, MA.– Full–service banking institutions with demonstrable experience in the municipal area– Acсоunt Structure– Account structure includes separate accounts for deposit and disbursement accounts.– Deposits are made through Regular receipts and other accounts.– The deposit accounts are interest bearing public funds, money market or checking accounts depending upon the monthly withdrawal activity.– Wire Transfers, Collections/Disbursements– Automated Reconciliation Plan– Deposit of Funds– Account Balance Reporting– General services include, to: stop payments, voids, immediate check deposits electronically from City Hall, research and retrieval of cashed checks, processing of Affidavits of Forgery, coin processing.– Electronic File/Flash Drive(2) All questions must be submitted no later than April 10, 2026.(3) The contract period will be for three years. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094057-usa-springfield-massachusetts-city-banking-services-rfp.html http://rfpmart.com/1094057-usa-springfield-massachusetts-city-banking-services-rfp.html (1) Vendor needs to provide co–investment investment manager services to the government authority located in Massachusetts.– Private equity investment managers of equity co–investment strategies for the Retirement System’s million investment portfolio. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1094051-usa-massachusetts-co-investment-investment-manager-services-rfp.html http://rfpmart.com/1094051-usa-massachusetts-co-investment-investment-manager-services-rfp.html (1) Vendor needs to provide financial underwriting services to the government authority located in Virginia.– Provide financial loan underwriting services to assist the County with determining the financial feasibility, risks, and opportunities of affordable housing financing applications to the County’s Loan Programs, unsolicited proposals for development, and proposals received in response to competitive solicitations. – Competitive solicitations to help meet the County’s production of housing units, new development and preservation goals.– Shall financially underwrite each application in accordance with generally accepted standards and practices and provide comparative summary analysis of the underwriting results of each application.  – Providing conclusions about the financial feasibility, risks, subsidy layering analysis, stress testing, review of development and construction budgets and evaluation of long–term affordability compliance risk and opportunities associated with each application.– Provide iterative financial underwriting as part of negotiations with a selected vendor with the goal of finalizing deal terms for Board consideration.– Provide technical support, discuss applications, proposals, results, and deliverables over phone, virtual meetings, and emails.– Provide technical support, explain technical details, practices, results, and conclusions, and other members of internal groups responsible for the review of financing applications and proposals.– Assist in reviewing third–party reports, legal documents, construction agreements and development contracts – Provide ongoing evaluation of development budgets, sources and uses, of operating pro Formas, and construction cost reasonableness.Provide strategic advisory services to support affordable housing financial programs including:– Development and refinement of program guidelines, policies and application materials.– Assist in structuring new or revised funding programs in an effort to maximize compliance and funding leveraging.– Assist with training and technical staff assistance. – Advice in strategic leadership regarding leadership, of best practices in housing finance and preservation. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093961-usa-virginia-financial-underwriting-services-rfp.html http://rfpmart.com/1093961-usa-virginia-financial-underwriting-services-rfp.html (1) Vendor needs to provide student refund disbursement services with exemplary customer services to all recipient to the government authority located in Troy, AL.– The Contractor shall disburse funds as soon as they are sent to the contractor by University.– Contract information, annual account opening data, annual account cost information, and will meet all criteria set forth by the Department of Education.(2) All question must be submitted no later than April 9, 2026. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093909-usa-troy-alabama-student-refund-disbursement-services-rfp.html http://rfpmart.com/1093909-usa-troy-alabama-student-refund-disbursement-services-rfp.html (1) Vendor needs to provide primary bank depository services to the government authority located in McAllen, TX.         – To enter into a depository services contract that benefits both parties.– It reserves the right to contact and negotiate with all proposers regarding their proposals prior to award, to clarify, verify, or request information regarding any proposal.(2) A non–mandatory pre–bid meeting will be held on April 9, 2026.(3) All questions must be submitted no later than April 14, 2026.(4) The contract period will be eight years. Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093833-usa-mcallen-texas-primary-bank-depository-services-rfp.html http://rfpmart.com/1093833-usa-mcallen-texas-primary-bank-depository-services-rfp.html (1) Vendor needs to provide investment advisory services to the government authority located in Bell, CA.– Full–time non–discretionary management of the city’s investment portfolio under advisement.– Assist in developing and implementing investment strategies and city policies to maintain or enhance portfolio quality and performance within the parameters of the city’s established investment policies and cash flow requirements, considering preservation of principal.– Assure coordination of investment trades, security delivery, fund availability, trade settlement assistance, market research, and yield curve analysis.– Perform due diligence reviews of brokers, financial institutions, and monitor creditworthiness.– Report on investment portfolio activity and performance, including earnings and accounting methodology, following GAAP and GASB true–value reporting.– Serve as a general resource to the city staff for information, advice and training regarding– Provide objective third–party advice and counsel to the Finance Director or designee that will enable the finance director or designee to make well–informed recommendations regarding the investment of the city’s operating portfolio.– Assist in risk control to ensure the ongoing safety of the city’s assets unrelated to market risk.– Provide monthly statements on investment activity, earnings, and the value of the investment portfolio. (2) A contract period will be for one year.  Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093789-usa-bell-california-investment-advisory-services-rfp.html http://rfpmart.com/1093789-usa-bell-california-investment-advisory-services-rfp.html (1) Vendor needs to provide retirement plan recordkeeping service to the government authority located in Castle Rock, CO.        – Provide all recordkeeping, enrollment, and communications services for the plans.– Provide plan administration, investment, and trust services.– A retirement plan committee and currently uses the services of an investment consultant.(2) All the questions must be submitted no later than April 17, 2026.           Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093756-usa-castle-rock-colorado-retirement-plan-recordkeeping-service-rfp.html http://rfpmart.com/1093756-usa-castle-rock-colorado-retirement-plan-recordkeeping-service-rfp.html (1) Vendor needs to provide investment management and advisory services to the government authority located in Santa Clarita, CA.     – Provide investment management and advisory services for approximately $500 million investment portfolio.   – Provide reports, graphs and tables to assist in the compilation of the monthly the monthly treasurer’s report (MTR).– Monitor the creditworthiness of financial institutions and the investments in the portfolio.– Review investment policy annually and recommend appropriate amendments.– Provide technical and fundamental market research, including yield curve analysis.– Provide interest income estimates and forecasts to be utilized for budget.– Assume the management of the investment portfolio.– Evaluate market risk and develop strategies that minimize the impact on the portfolio.– Provide credit analysis of investment instruments in portfolio.(2) All the questions must be submitted no later than April 24, 2026.         (3) The contract period will be for three years.           Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093742-usa-santa-clarita-california-investment-management-and-advisory-services-rfp.html http://rfpmart.com/1093742-usa-santa-clarita-california-investment-management-and-advisory-services-rfp.html (1) Vendor needs to provide investment advisory services to the government authority located in Craig, CO.• Financial analysis, advice and recommendation for investment decisions, and the establishment of financial goals that will apply to all the authority's economic development programs and projects.• Research investment options and recommend investment allocations for the authority to ensure the preservation and growth of the authority's funds, all in accordance with the authority's investment policy and applicable laws.• Develop a risk assessment to inform risk allocation and financial analysis.• Expertise in investment advisory services, financial modeling, risk assessment, and financial analysis.(2) All questions must be submitted no later than April 17, 2026.  Thu, 02 Apr 2026 00:00:00 -0700 http://rfpmart.com/1093718-usa-craig-colorado-investment-advisory-services-rfp.html http://rfpmart.com/1093718-usa-craig-colorado-investment-advisory-services-rfp.html