Project Information

Bid Title

Banking Services for the Clerk of the Circuit Court, RFQ 687996

Issuing Agency

Loudoun County

Location

Virginia

Published Date

Feb 9, 2026

Closing Date

Mar 13, 2026

Government Level

State & Local

Status

Closed

Ref. #

RFQ 687996

Original Source

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Bid Documents

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Project Description

Bid Number:	RFQ 687996
Bid Title:	Banking Services for the Clerk of the Circuit Court, RFQ 687996
Category:	Procurement
Status:	Open

Description: 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. Pre-Proposal Conference: An optional Pre-Proposal Conference will be held virtually using Microsoft Teams on February 13, 2026, at 3:00 p.m. Publication Date/Time: 2/9/2026 2:30 PM Publication Information: Request for Proposal Closing Date/Time: 3/13/2026 4:00 PM Pre-bid Meeting: February 13, 2026 at 3 p.m. Contact Person: Steven Wilson, NIGP-CPP, CPPB Please see the attached document RFQ 687996 for additional contact information. Download Available: See Related Documents Business Hours: 8:30 AM to 5:00 PM Related Documents: RFQ 687996 (PDF) View Solicitation Abstract (PDF)

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.

Microsoft Teams Need help?

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

Find a local number

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

Commodity Codes

• NAICS 561492Court Reporting and Stenotype Services

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