Westlake Academy - Banking, Depository, Treasury Management, Merchant Services and Procurement Card Services - 2026
Westlake AcademySchool · Westlake, TX- Due
- Aug 21, 2026
- Deadline passed
- Posted
- Aug 7, 2026
The 30-second brief
Westlake Academy is soliciting sealed proposals from qualified financial institutions to establish a comprehensive banking relationship supporting depository accounts, payroll, ACH origination, wire transfers, Positive Pay, merchant services, and a procurement card program. The scope includes operating accounts, remote deposit capture, online treasury portals, fraud prevention controls, cybersecurity compliance, data migration, and implementation support for Westlake, Texas. Proposals are due by 12:00 PM CST on August 21, 2026, and must be submitted electronically via email in searchable PDF format.
Qualifications and Public Education Experience: 20%, Technical Banking & Treasury Services: 20%, Procurement Card & Merchant Services: 15%, Cybersecurity and Internal Controls: 15%, Implementation & Customer Service: 10%, Pricing and Earnings Credit/Rebates: 15%, References: 5%
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Summary
Westlake Academy is soliciting sealed proposals from qualified financial institutions to establish a comprehensive banking relationship supporting depository accounts, payroll, ACH origination, wire transfers, Positive Pay, merchant services, and a procurement card program.
The scope includes operating accounts, remote deposit capture, online treasury portals, fraud prevention controls, cybersecurity compliance, data migration, and implementation support for Westlake, Texas. Proposals are due by 12:00 PM CST on August 21, 2026, and must be submitted electronically via email in searchable PDF format.
EVALUATION CRITERIA
7- Qualifications and Public Education Experience: 20%
- Technical Banking & Treasury Services: 20%
- Procurement Card & Merchant Services: 15%
- Cybersecurity and Internal Controls: 15%
- Implementation & Customer Service: 10%
- Pricing and Earnings Credit/Rebates: 15%
- References: 5%
REQUIRED ATTACHMENTS
7- Proposal Signature Form
- Conflict Disclosure Questionnaire
- Certification Regarding Debarment
- Non-Collusion Affidavit
- W-9
- Acknowledgement of Addenda
- References Form
- Submit to
- [email protected]
- Scope location
- Westlake, Texas
Questions about this RFP
How do I respond to this RFP from Westlake Academy?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is August 21, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected].
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Westlake Academy in TX, 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.
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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 and Public Education Experience: 20%, Technical Banking & Treasury Services: 20%, Procurement Card & Merchant Services: 15%, Cybersecurity and Internal Controls: 15%, Implementation & C..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Westlake Academy?
All active and historical solicitations from Westlake Academy are tracked and searchable. As a school agency, Westlake Academy 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: Proposal Signature Form, Conflict Disclosure Questionnaire, Certification Regarding Debarment, Non-Collusion Affidavit, W-9, Acknowledgement of Addenda, References Form. Review the full document from Westlake Academy for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Westlake, Texas. Review the full solicitation for detailed scope requirements.