The Town of Oliver (“TOL”) is seeking a qualified and certified financial service institution to serve as the organization’s primary banker which shall provide a comprehensive suite of corporate banking products and services as outlined in this RFP.
The TOL is also requesting proposals for a corporate purchasing card program which shall be evaluated separately from the banking services and may ultimately be awarded to a financial institution other than the banker.
The Town of Oliver is a municipal government providing services to a population of approximately 5,046 citizens. The 2025 operating and capital budgets total $23 million in expenditures.
This RFP document describes the service sought by the TOL and sets out the TOL’s RFP process, basic proposal requirements and evaluation criteria the TOL intends to use to select a preferred proposal(s). This RFP document sets out the details of the services required; the process for submission, evaluation and award of the contract; the terms and conditions of the contract; and forms which outline the information a respondent to this RFP should submit in the proposal.