A government agency in California issued “Financial Partnership Services” (RFP). Solicitation ACCT-0503 closed on September 30, 2025. Eligibility: Only for USA Organization.
The Vendor is required to provide to identify a distinguished financial services partner (“partner”) to enter into a corporate partnership agreement (“agreement”) with the city.
- Recognizing the pivotal role that local financial institutions play in fostering and supporting community initiatives, the City seeks to collaborate with these institutions to develop innovative programs that deliver tangible benefits to the community.
- ATM Placement: The partner shall be granted the privilege to install and maintain automated teller machines (ATMs) within specified areas of municipal property as mutually agreed upon.
- Advertising Rights:
• The partner will be granted rights to promote their financial products and services to city employees through both in-person and virtual channels.
• This includes the opportunity to engage with employees during key city events and through digital platforms.
• Additionally, the partner will have the privilege to extend their promotional efforts to the general public, leveraging city-approved venues and times that will be mutually agreed upon by both parties.
• This comprehensive advertising package ensures maximum visibility and engagement, allowing the partner to effectively reach and influence a broad audience within the city
- Events:
• The partner will have the right to participate in a predetermined number of citywide events each year.
• These events will be selected at the city’s sole discretion and may include new employee orientation, all hands meetings, benefit fairs, employee appreciation events, annual department meetings, and more.
- Communications:
• The partner will be granted the right to contribute to the city’s communication efforts.
• This includes citywide internal notifications via email blasts, social media channels, cityTV interstitials, intranet feature cards, the insider newsletter, city councilmember briefings, and other notifications.
- Informational Seminars:
• The partner will have the right to host informational seminars both in person and virtually.
• The venues and times for these seminars will be mutually agreed upon by the parties.
- Quarterly Planning Meetings:
• The partner will have the opportunity to be invited to participate in quarterly meetings with city staff.
• These meetings will focus on discussing and agreeing upon marketing goals and outcomes.
- Social Media Campaigns:
• Collaborate on social media campaigns to promote financial literacy, community events, and partnership milestones.
• Utilize platforms such as Facebook, twitter, Instagram, X, Nextdoor and LinkedIn.
- Sponsored Content: Create sponsored posts and stories that highlight the partnership and its benefits to the community.
- Influencer Partnerships: Engage local influencers to spread awareness about the partnership and its initiatives.
- Live Events and Webinars: Host live events and webinars on social media platforms to engage with the community and provide valuable financial information.
- Questions/Inquires Deadline: September 12, 2025
Ask any question about the RFP and its amendments. Instantly surface schedules, deliverables, compliance items, evaluation criteria, and budget details with 100% source-backed answers.
Quick answers about deadlines, eligibility and submission for this solicitation.
No. This opportunity (ACCT-0503) closed on September 30, 2025. See similar open RFPs below.
A government agency in California. The buyer's contact and submission details are in the solicitation documents.
Only for USA Organization.
Questions and inquiries must be submitted by September 12, 2025.
Yes. After purchase, with a subscription or during a free trial, the RFPPlanet AI Assistant answers questions sourced from this RFP’s documents, such as requirements, evaluation criteria and key dates.
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