Yellowstone County Comprehensive Banking Services RFP
Yellowstone CountyCounty · Billings, MT- Due
- Mar 2, 2026
- Deadline passed
- Posted
- Dec 2, 2025
- Contract term
- 5 years
- Primary contact
- Jennifer Jones
The 30-second brief
Yellowstone County is seeking proposals from qualified financial institutions to provide comprehensive banking services. The RFP outlines detailed requirements for operational, financial, and service scope, with a strong emphasis on customer service and local decision-making authority.
Comprehensive banking services including deposit processing, wire transfers, ACH processing, positive pay, disbursement services, online reporting, file transfers, and potentially investment sweep.
Operational Requirements (40 points), Financial Strength (points not specified but considered), Transition Costs, Experience with Public Funds and Continuity (20 points), Fees (40 points).
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Summary
Yellowstone County is seeking proposals from qualified financial institutions to provide comprehensive banking services. The RFP outlines detailed requirements for operational, financial, and service scope, with a strong emphasis on customer service and local decision-making authority.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
8- Comprehensive banking services including deposit processing
- Wire transfers
- ACH processing
- Positive pay
- Disbursement services
- Online reporting
- File transfers
- Potentially investment sweep
REQUIRED ATTACHMENTS
Attachment A: Current Sub-Account Numbers
- Submit to
- Yellowstone County BOCC, PO Box 35000, Billings, MT 59107 or physically delivered to Ostlund Building, Room 420, 4th Floor, 2825 3rd Ave N, Billings, MT 59101
Questions about this RFP
How do I respond to this RFP from Yellowstone County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 2, 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: Yellowstone County BOCC, PO Box 35000, Billings, MT 59107 or physically delivered to Ostlund Building, Room 420, 4th Floor, 2825 3rd Ave N, Billings, MT 59101. For questions, contact Jennifer Jones.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Yellowstone County in MT, 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 Jennifer Jones. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Comprehensive banking services including deposit processing, wire transfers, ACH processing, positive pay, disbursement services, online reporting, file transfers, and potentially investment sweep.. 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: "Operational Requirements (40 points), Financial Strength (points not specified but considered), Transition Costs, Experience with Public Funds and Continuity (20 points), Fees (40 points)." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Yellowstone County?
All active and historical solicitations from Yellowstone County are tracked and searchable. As a county agency, Yellowstone County 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: Attachment A: Current Sub-Account Numbers. Review the full document from Yellowstone County for the complete list.