Merchant Bankcard Services
- Client
- Ohio.
- RFP Number
- BILLING-3197
- Posted
- —
- Category
- Billing Services
- Budget
- Looking for proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe buyer, a government authority in Ohio, seeks a vendor to provide merchant bankcard services, debit and credit card processing, and other related merchant services for multiple State Agencies with varying requirements. The buyer requires secure economies of scale pricing, timely and reliable transaction authorization and settlement, reporting products that meet individual State Agency and Office of the State Treasurer requirements, and a single point of contact to coordinate Statewide Agreement activities. Work performance will occur offsite. Eligibility restricts participation to USA organizations only (Onshore). The buyer seeks proposals for the budget and evaluates submissions accordingly. Key dates include an optional pre-bid conference on September 9, 2026, and a final deadline to submit all questions by September 15, 2026.
Key solicitation details
AI-extracted from RFP_2026-01_MerchantBankcardSvcs.docx. Confirm against the original documents before bidding.
The Washington State Office of the State Treasurer is seeking a qualified firm to provide merchant bankcard services and other electronic payment methods for Washington State Agencies. The vendor will establish a Statewide Agreement providing debit and credit card processing, reporting, and customer support. All Washington State Agencies are required to participate, with limited exceptions such as four-year colleges and universities.
- Issued by
- State of Washington Office of the State Treasurer
- Issue Request for Proposals
- August 31, 2026
- Pre-bid Conference (optional)
- September 9, 2026, 10:30 AM – Noon, Pacific Time
- Questions due
- September 15, 2026
- Answers posted
- September 25, 2026
- Letter of Intent to Propose due (mandatory)
- October 2, 2026
- Last day to submit a preproposal complaint
- November 13, 2026
- Proposals due
- November 20, 2026
- Interviews/Demos/Site visits (at OST's option)
- December 14-16, 2026
- Announce Apparent Successful Bidder
- December 23, 2026
- Last day to request debriefing conference
- January 8, 2027
- How to submit
- Electronic upload via a secure, password-protected Box folder provided by OST upon receipt of Notice of Intent to Propose
- Submission details
- Upload four specific files (Non-cost proposal in PDF, Cost proposal in XLSX, Certifications/Assurances in PDF, Attachments in PDF) and email the RFP Coordinator upon completion.
- Contract term
- Initial term of three years commencing September 1, 2027 through August 31, 2030, with state options to extend up to four additional years through August 31, 2034.
- Place of performance
- State of Washington (Offsite / remote with settlement deposited directly into State bank accounts)
- Insurance and bonding
- Bonding as required by law to perform the work.
How proposals are evaluated
| Organizational qualifications and experience | 5% |
| Customer services | 5% |
| General merchant bankcard acquiring and processing | 25% |
| Data management and security controls | 10% |
| Agency-specific requirements | 35% |
| Fees | 20% |
Scope of work
- Debit and credit card processing services
- Hardware terminals for in-person and MOTO transactions including PIN debit
- Point of Sale systems
- Hosted payment processing for internet transactions
- Mobile payment options
- API payment processing for agency application integration
- Daily gross settlement and monthly billing/invoicing
- Dedicated account representative and 24/7 help desk facilities
Minimum qualifications
- At least five (5) years' experience processing payment records transmitted for authorization, processing and settlement from major card networks.
- All required licenses, bonding, facilities, equipment, procedures, and processes necessary to perform work at time of proposal.
- Licensed to conduct business in the state of Washington or become licensed within 30 calendar days of selection as Apparent Successful Bidder.
- Capability and commitment to maintain minimum service capabilities outlined in Section 1.5 throughout the contract term.
Documents to include with the bid
- Non-Cost Proposal (Questionnaire)
- Fee Proposal (Attachment B)
- Bidder's Information, Declarations and Certifications (Attachment E)
- Required forms and agreements including terms and conditions
- Contract exceptions / redline version of Sample Contract (Attachment D)
- Sample billing statements
- Sample invoices
- Training materials
- New program setup and reference materials
- Online reporting portal(s) documentation with screenshots
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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