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School District of Holmen Banking Account Services RFP 2026

Holmen School District logoHolmen School District
Due
May 15, 2026
Deadline passed
Posted
Apr 30, 2026
Contract term
5 years
Primary contact
Julie Holman
(608) 526-1303

The 30-second brief

What they're buying

The School District of Holmen is soliciting proposals for banking account services for a five-year term starting July 1, 2026. Services include managing six interest-bearing accounts, ACH capabilities, and providing deposit equipment. Proposals are due May 15, 2026.

What you must deliver

Two copies of the proposal in a sealed envelope, Sample monthly statement, Interest rate records, Financial reports, Disaster recovery plan

How it's scored

Proposals most advantageous to District as determined by District

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Summary

The School District of Holmen is soliciting proposals for banking account services for a five-year term starting July 1, 2026. Services include managing six interest-bearing accounts, ACH capabilities, and providing deposit equipment. Proposals are due May 15, 2026.

EVALUATION CRITERIA

Proposals most advantageous to District as determined by District

REQUIRED DELIVERABLES

5
  • Two copies of the proposal in a sealed envelope
  • Sample monthly statement
  • Interest rate records
  • Financial reports
  • Disaster recovery plan

REQUIRED ATTACHMENTS

7
  • Title Page/Cover
  • Table of Contents
  • Financial Institution Designation Information
  • Banking Services Proposal Certification
  • Supporting Exhibits
  • Supplemental Information
  • Addendum Acknowledgement Form
Submit to
1019 McHugh Rd., Holmen, WI 54636
Scope location
Holmen, WI
Reported agency
School District of Holmen

Questions about this RFP

How do I respond to this RFP from Holmen School District?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is May 15, 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: 1019 McHugh Rd., Holmen, WI 54636. For questions, contact Julie Holman.

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

Most government agencies, including Holmen School District in WI, 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 Julie Holman at (608) 526-1303. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Two copies of the proposal in a sealed envelope, Sample monthly statement, Interest rate records, Financial reports, Disaster recovery plan. 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: "Proposals most advantageous to District as determined by District" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Holmen School District?

All active and historical solicitations from Holmen School District are tracked and searchable. As a school agency, Holmen 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: Title Page/Cover, Table of Contents, Financial Institution Designation Information, Banking Services Proposal Certification, Supporting Exhibits, Supplemental Information, Addendum Acknowledgement For. Review the full document from Holmen 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: Holmen, WI. Review the full solicitation for detailed scope requirements.

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