Banking Services for the Clerk of the Circuit Court, RFQ 687996
| Location: | Virginia |
|---|---|
| Posted: | Feb 9, 2026 |
| Due: | Mar 13, 2026 |
| Agency: | Loudoun County |
| Type of Government: | State & Local |
| Category: |
|
| Solicitation No: | RFQ 687996 |
| Publication URL: | To access bid details, please log in. |
| Bid Number: |
RFQ 687996
|
| Bid Title: |
Banking Services for the Clerk of the Circuit Court, RFQ 687996
|
| Category: | Procurement |
| Status: | Open |
|
Attachment Preview
Loudoun County, Virginia
REQUEST FOR PROPOSAL
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT
COURT
ACCEPTANCE DATE:
Prior to 4:00 p.m., March 13, 2026, Local Time
RFP NUMBER:
RFQ 687996
ACCEPTANCE
PLACE:
Department of Finance and Procurement
Division of Procurement
1 Harrison Street, SE, 1st Floor
Procurement Bids and Proposals Drop Box
Leesburg, Virginia 20175
PLEASE NOTE:
A. Documents related to this solicitation may be downloaded from the County’s website:
www.loudoun.gov/procurement.
B. An optional Pre-Proposal Conference will be held virtually using Microsoft Teams on
February 13, 2026, at 3:00 p.m. See the Microsoft Teams log in information provided
below. To participate in the audio portion of this conference, please dial the number
provided below and follow the prompts as designated. To participate by computer,
connect to the link provided and follow the prompts as designated. The purpose of
the pre-proposal conference is to provide a high-level overview of the supplier
registration process and online submission of proposals through iSupplier.
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Join the meeting now
Meeting ID: 282 815 133 997 8
Passcode: rp9MW6ze
Dial in by phone
+1 757-600-4923,,111824534# United States, Norfolk
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Phone conference ID: 111 824 534#
For organizers: Meeting options | Reset dial-in PIN
Requests for information related to this Proposal should be directed to:
Steven Wilson, NIGP-CPP, CPPB
Contracting Officer
(571) 627-7473
(703) 771-5097 (Fax)
E-mail address: Steven.Wilson@loudoun.gov
This document can be downloaded from our web site:
www.loudoun.gov/procurement
Issue Date: February 9, 2026
IF YOU NEED ANY REASONABLE ACCOMMODATION FOR ANY TYPE OF DISABILITY IN
ORDER TO PARTICIPATE IN THIS PROCUREMENT, PLEASE CONTACT THIS DIVISION AS
SOON AS POSSIBLE.
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT COURT
RFP RFQ 687996
Page 2 of 47
REQUEST FOR PROPOSAL
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT
COURT
SECTION/TITLE
PAGE
1.0 PURPOSE ............................................................................................................ 4
2.0 COMPETITION INTENDED ................................................................................. 4
3.0 BACKGROUND INFORMATION ......................................................................... 4
4.0 OFFEROR’S MINIMUM QUALIFICATIONS ........................................................ 5
5.0 SCOPE OF SERVICES ........................................................................................ 5
6.0 SPECIAL TERMS AND CONDITIONS .............................................................. 13
7.0 TERMS AND CONDITIONS............................................................................... 13
8.0 EVALUATION OF PROPOSALS: SELECTION FACTORS ............................. 28
9.0 PROPOSAL SUBMISSION FORMAT ............................................................... 28
10.0 INSTRUCTIONS FOR SUBMITTING PROPOSALS ......................................... 31
11.0 PROPOSAL SUBMISSION FORMS .................................................................. 40
PROOF OF AUTHORITY TO TRANSACT BUSINESS IN VIRGINIA .......................... 42
ATTACHMENT #1: REFERENCES.............................................................................. 43
HOW DID YOU HEAR ABOUT THIS REQUEST FOR PROPOSAL?.......................... 45
ATTACHMENT #2: COMPENSATION/INTEREST RATE SUBMISSION FORM ........ 47
Prepared By: s/Steven Wilson
Contracting Officer
Date: February 9, 2026
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT COURT
RFP RFQ 687996
Page 3 of 47
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT COURT
1.0 PURPOSE
The intent of this Request for Proposal (RFP) is to obtain banking services for the
Loudoun County Clerk of the Circuit Court’s Office (the “Clerk’s Office”). This RFP is
issued by the County of Loudoun, Virginia (the “County), on behalf of the Loudoun
County Clerk of the Circuit Court (the “Clerk”).
The Clerk, custodian of court-related County and Commonwealth of Virginia (the
“Commonwealth”) funds, is seeking proposals from qualified financial institutions
interested in providing comprehensive banking services to the Clerk’s Office for their
primary operating and condemnation accounts.
The resulting contract shall cover the period from June 1, 2026, through May 31,
2028, or an equivalent period depending upon date of Contract award, with up to
three (3) one (1) year renewal options.
The County intends to award one (1) contract as a result of this RFP.
2.0 COMPETITION INTENDED
It is the County's intent that this RFP permits competition. It shall be the Offeror's
responsibility to advise the Purchasing Agent in writing if any language, requirement,
specification, etc., or any combination thereof, inadvertently restricts or limits the
requirements stated in this RFP to a single source. Such notification must be
received by the Purchasing Agent not later than fifteen (15) days prior to the date set
for acceptance of proposals.
3.0 BACKGROUND INFORMATION
The Clerk, charged under Virginia law with more than 800 statutory duties, is elected
by the citizens of Loudoun County, Virginia. The Clerk’s Office offers a wide variety
of services to the citizens of Loudoun County. Some of those services include the
issuance of marriage licenses, recording of deeds and land documents, coordinating
juror services for jury trials, probate of wills and estates, assisting judges with
courtroom proceedings, managing court files and legal documents, and preserving
historic court papers.
The Clerk’s Office, located in downtown Leesburg, Virginia, collects fees and taxes
for services performed by the Clerk’s Office as well as collects court costs, fines, and
penalties for offenses committed against the County and/or Commonwealth.
In fiscal year 2025, the Clerk’s Office collected a total of $106,337,634 in revenue.
The following are the 2025 average balances for the account that the Clerk’s Office
holds.
Primary Operating Account: $10,919,380.
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT COURT
RFP RFQ 687996
Page 4 of 47
4.0 OFFEROR’S MINIMUM QUALIFICATIONS
Offerors must demonstrate that they have the resources and capability to provide
the materials and services as described herein. All Offerors must submit the
documentation indicated below with their proposal. Failure to provide any of the
required documentation shall be cause for proposal to be deemed non-responsible
and rejected.
The following criteria shall be met in order to be eligible for this contract:
4.1 Offeror shall provide a copy of the Certificate of Authority issued by the
Virginia State Corporation Commission, indicating that the Offeror is
authorized to operate as a financial institution in the Commonwealth of
Virginia.
4.2 Offeror shall be a “Qualified Public Depository” as defined in §2.2-4400 et
seq. Virginia Security for Public Deposits Act of the Code of Virginia with a
capital structure sufficient to support deposits by the Clerk. Offerors shall
provide documentation of any non-compliance within the last twelve (12)
months as reported to the Commonwealth of Virginia Department of
Treasury.
4.3 Offerors shall provide a list of their locations. Offerors shall have a local
presence in Loudoun County, Virginia, with branches located throughout
Loudoun County and a full-service branch in Leesburg, Virginia.
4.4 Offerors shall be a member of the Federal Deposit Insurance Corporation
(FDIC) and shall not be on the FDIC “Problem Bank List”. Offerors shall
provide a copy of their FDIC certificate.
4.5 Offerors shall provide proof of at least five (5) years of similar governmental
banking experience by completing Attachment #1: References.
5.0 SCOPE OF SERVICES
All proposals must be made on the basis of, and either meet or exceed, the
requirements contained herein. Offerors shall address each of the topics listed
below, verifying their firm’s ability to provide the specific services. Topics shall be
addressed in the order listed in line with the instructions outlined in Section 9.0
contained herein. Failure to include any of the requested information may be cause
for the proposal to be considered non-responsible and/or outright rejected.
5.1 General
A. Contractor shall provide professional and reliable banking and related
accounting services pursuant to the specifications contained herein.
B. All services shall be provided on an as-needed basis to the sole
satisfaction of the Clerk.
C. The Clerk’s Office observes normal business hours from 8:00 a.m. to
4:00 p.m. EST/EDT*, Monday through Friday, except for legal and
County Government observed holidays.
BANKING SERVICES FOR THE CLERK OF THE CIRCUIT COURT
RFP RFQ 687996
Page 5 of 47
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