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CHP Schools Request for Proposal for Banking Services 2026

Eugenio Maria De Hostos CS
Due
Jul 15, 2026
Deadline passed
Posted
May 15, 2026
Primary contact
Xin Yi
(215) 455-6310 ext 1023
Deadline passedClosed Jul 15

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THE 30-SECOND BRIEF

What they're buying

CHP Schools seeks a banking partner to provide comprehensive treasury, depository, and lending services for three K-12 charter schools with a $70M annual budget. Proposals are due July 15, 2026.

How it's scored

Service fit & capabilities – 35%, Pricing & economics – 25%, Technology & security – 20%, Experience & team – 10%, Implementation plan – 10%

SUMMARY

CHP Schools seeks a banking partner to provide comprehensive treasury, depository, and lending services for three K-12 charter schools with a $70M annual budget. Proposals are due July 15, 2026.

EVALUATION CRITERIA

5
  • Service fit & capabilities – 35%
  • Pricing & economics – 25%
  • Technology & security – 20%
  • Experience & team – 10%
  • Implementation plan – 10%

REQUIRED ATTACHMENTS

4
  • Attachment A: Response to Proposal Form
  • Sample analysis statements
  • Sample copies of bank statements
  • List of five current business clients

REQUIRED STAFFING

4
Branch managerCash management representativeRegional vice presidentMunicipal services representative
Submit to
1100 Adams Avenue, Philadelphia, PA 19124
Scope location
Philadelphia, PA
Reported agency
CHP Schools

Questions about this RFP

How do I respond to this RFP from Eugenio Maria De Hostos CS?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 15, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 1100 Adams Avenue, Philadelphia, PA 19124. For questions, contact Xin Yi.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Eugenio Maria De Hostos CS in PA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Xin Yi at (215) 455-6310 ext 1023. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: branch manager, cash management representative, regional vice president, municipal services representative. Proposers should demonstrate relevant qualifications and experience for each required role.

Can I search RFPs like this in ChatGPT or Claude?

Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Service fit & capabilities – 35%, Pricing & economics – 25%, Technology & security – 20%, Experience & team – 10%, Implementation plan – 10%" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Eugenio Maria De Hostos CS?

All active and historical solicitations from Eugenio Maria De Hostos CS are tracked and searchable. As a school agency, Eugenio Maria De Hostos CS regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Attachment A: Response to Proposal Form, Sample analysis statements, Sample copies of bank statements, List of five current business clients. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Eugenio Maria De Hostos CS for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Philadelphia, PA. Review the full solicitation for detailed scope requirements.

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