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City of San Bruno Banking and Merchant Card Services RFP 2021

City of San Bruno
Due
Nov 15, 2021
Deadline passed
Posted
Oct 15, 2021
Contract term
5 years
Primary contact
Qianyu Sun
(650) 616-7054
Deadline passedClosed Nov 15

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THE 30-SECOND BRIEF

What they're buying

The City of San Bruno is requesting proposals from qualified financial institutions for general banking and merchant card services. This includes a wide range of services such as account management, electronic banking, and merchant card processing.

What you must deliver

Proposals

How it's scored

Executive Summary, Statement of Qualification, Customer Reference, Technical Proposal, Pricing

SUMMARY

The City of San Bruno is requesting proposals from qualified financial institutions for general banking and merchant card services. This includes a wide range of services such as account management, electronic banking, and merchant card processing.

EVALUATION CRITERIA

5
  • Executive Summary
  • Statement of Qualification
  • Customer Reference
  • Technical Proposal
  • Pricing

REQUIRED DELIVERABLES

Proposals

REQUIRED ATTACHMENTS

Exhibit A – Project Description & Scope of Services, Exhibit B – Service Fee Schedule, Attachment 1: City Standard General Service Agreement, Attachment 2: Litigation and Criminal Investigation Form, Attachment 3: City of San Bruno Comprehensive Annual Financial Report FY 2019-20

Submit to
City of San Bruno Finance Department, 567 El Camino Real, San Bruno, California 94066-4299

Questions about this RFP

How do I respond to this RFP from City of San Bruno?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 15, 2021. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: City of San Bruno Finance Department, 567 El Camino Real, San Bruno, California 94066-4299. For questions, contact Qianyu Sun.

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

Most government agencies, including City of San Bruno in CA, 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 Qianyu Sun at (650) 616-7054. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Proposals. Proposals should clearly address how each deliverable will be met.

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: "Executive Summary, Statement of Qualification, Customer Reference, Technical Proposal, Pricing" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from City of San Bruno?

All active and historical solicitations from City of San Bruno are tracked and searchable. As a city agency, City of San Bruno regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 5 years. Contract terms may include renewal options.

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: Exhibit A – Project Description & Scope of Services, Exhibit B – Service Fee Schedule, Attachment 1: City Standard General Service Agreement, Attachment 2: Litigation and Criminal Investigation Form,. Review the full document from City of San Bruno for the complete list.

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