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New York R-IV School District Depository Services RFP 2026

New York R-IV School District logoNew York R-IV School District
Due
May 7, 2026
Deadline passed
Posted
Mar 7, 2026
Contract term
5 years
Primary contact
Bryan O'Neal

The 30-second brief

What they're buying

New York R-IV School District is seeking proposals from banking institutions for depository services. The RFP outlines the requirements for proposals, selection criteria, and terms of agreement. Services include managing general operating and debt service accounts, providing online banking, and reporting.

What you must deliver

Executive Summary, Letter of Transmittal, Proposed fee schedule, Annual Registration Report, School district or government references, Complete proposal copies

How it's scored

Qualifications of the PROVIDER and assigned team, Services provided, Research service available, Resume, reputation, and qualifications of sales representatives, Due diligence and firm references, State government expertise, Quality of service provided, Value of service provided, Financial strength and capital adequacy of the proposing institution, Experience and expertise of the personnel to be assigned to the DISTRICT's account, The location, extent, and capabilities of the financial institution's offices and employees, Relevant experience managing similar accounts and services with public sector or large commercial clients, The institution's ability and willingness to provide the services desired by the DISTRICT and demonstrated understanding of the operational requirements of the DISTRICT, The DISTRICT's prior experiences, if any, with the institution and any other factors the DISTRICT believes would be in its best interest to consider, Innovative ideas or suggestions reflected in the proposal, Proposed fees for services and proposed interest rates on balances, Regulatory issues and legal actions taken against the financial institution, Proximity to DISTRICT office and other DISTRICT buildings

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Summary

New York R-IV School District is seeking proposals from banking institutions for depository services.

The RFP outlines the requirements for proposals, selection criteria, and terms of agreement. Services include managing general operating and debt service accounts, providing online banking, and reporting.

EVALUATION CRITERIA

Qualifications of the PROVIDER and assigned team, Services provided, Research service available, Resume, reputation, and qualifications of sales representatives, Due diligence and firm references, State government expertise, Quality of service provided, Value of service provided, Financial strength and capital adequacy of the proposing institution, Experience and expertise of the personnel to be assigned to the DISTRICT's account, The location, extent, and capabilities of the financial institution's offices and employees, Relevant experience managing similar accounts and services with public sector or large commercial clients, The institution's ability and willingness to provide the services desired by the DISTRICT and demonstrated understanding of the operational requirements of the DISTRICT, The DISTRICT's prior experiences, if any, with the institution and any other factors the DISTRICT believes would be in its best interest to consider, Innovative ideas or suggestions reflected in the proposal, Proposed fees for services and proposed interest rates on balances, Regulatory issues and legal actions taken against the financial institution, Proximity to DISTRICT office and other DISTRICT buildings

REQUIRED DELIVERABLES

6
  • Executive Summary
  • Letter of Transmittal
  • Proposed fee schedule
  • Annual Registration Report
  • School district or government references
  • Complete proposal copies

REQUIRED ATTACHMENTS

Signature page

REQUIRED STAFFING

service member

Submit to
6061 NE State Route U, Hamilton, Missouri 64644
Scope location
Caldwell, Daviess, Livingston, Carroll, Ray, Clinton, and DeKalb counties, Missouri

Questions about this RFP

How do I respond to this RFP from New York R-IV School District?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 7, 2026. 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: 6061 NE State Route U, Hamilton, Missouri 64644. For questions, contact Bryan O'Neal.

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

Most government agencies, including New York R-IV School District in MO, 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 Bryan O'Neal. 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: service member. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Executive Summary, Letter of Transmittal, Proposed fee schedule, Annual Registration Report, School district or government references, Complete proposal copies. Proposals should clearly address how each deliverable will be met.

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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: "Qualifications of the PROVIDER and assigned team, Services provided, Research service available, Resume, reputation, and qualifications of sales representatives, Due diligence and firm references, Sta..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from New York R-IV School District?

All active and historical solicitations from New York R-IV School District are tracked and searchable. As a school agency, New York R-IV School District 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: Signature page. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from New York R-IV School District for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Caldwell, Daviess, Livingston, Carroll, Ray, Clinton, and DeKalb counties, Missouri. Review the full solicitation for detailed scope requirements.

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