Banking

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REQUEST FOR PROPOSAL BANKING SERVICES RFP No. 26007 Proposal Issue Date May 22, 2026 Response Date/Time June 18, 2026 2:00 p.m. EST __________________________________ Contact for this RFP is Alex Ortiz, ortizag@etsu.edu East Tennessee State University RFP # 26007 Banking Services for ETSU CONTENTS SECTION 1 INTRODUCTION 2 RFP SCHEDULE OF EVENTS 3 PROPOSAL REQUIREMENTS 4 GENERAL REQUIREMENTS & CONTRACTING INFORMATION 5 PROPOSAL EVALUATION & CONTRACT AWARD RFP ATTACHMENTS: 6.1 Ownership Ethnicity Form 6.2 Pro Forma Contract 6.3 Proposal Transmittal/Statement of Certifications & Assurances 6.4 RFP Requirements 6.5 Technical Proposal & Evaluation Guide 6.6 Cost Proposal & Scoring Guide 6.7 Score Summary Matrix 6.8 Listing of System Institutions, UT System of Higher Education and State of Tennessee 6.9 Vendor Application Form General Instructions 6.10 Vendor Application 6.11 Proposer Checklist for Prevention of Common RFP Mistakes that lead to Proposal Rejection 2 East Tennessee State University RFP # 26007 Banking Services for ETSU 1 INTRODUCTION 1.1 Background East Tennessee State University is located in Johnson City, Tennessee. Comprised of 11 colleges and schools, including 140 academic programs, ETSU offers degrees in arts and sciences, business and technology, education and health sciences, including numerous honors and enrichment opportunities for undergraduates and graduates. The ETSU campus consists of a 350-acre main campus and a 31acre Medical College that is located on the Veterans Administration campus. ETSU also has over 20 remote sites that include Distance Education Centers and Medical Clinics. Currently, ETSU’s enrollment surpasses 14,000 students, taught and served by more than 2,600 faculty and staff. For additional information, please visit the ETSU web site at www.etsu.edu 1.2 Statement of Procurement Purpose East Tennessee State University (ETSU), hereinafter Institution, has issued this Request for Proposal (RFP) to define the Institution's minimum service requirements; solicit proposals; detail proposal requirements; and, outline the Institution’s process for evaluating proposals and selecting a contractor to provide the requested goods and/or goods and/or services.