How to bid on banking and treasury lockbox services for Williamson County

What Williamson County is buying

Williamson County is seeking banks to provide banking and treasury lockbox services through a formal request for proposals.

Banks may care about this opportunity if these services match their capabilities and they are prepared to respond in two phases.

Key dates and deadlines

Express interest by October 27, 2026, at 4:00 PM CT by contacting [email protected] and [email protected]. A mandatory pre-bid web conference is scheduled for November 10, 2026, at 2:30 PM CT.

Phase 1 proposals must be received by December 8, 2026, at 4:00 PM CT. Phase 2 presentations are due January 22, 2027, by 4:00 PM CT, and interviews will be held January 26, 2027. The stated overall deadline is December 8, 2026, at 3:00 PM ET, equivalent to 2:00 PM CT; plan to submit by the earlier time.

Who this opportunity suits

This RFP is for banks that provide banking and treasury lockbox services. A firm should first confirm it can meet the requested service needs in the solicitation documents before investing in a response.

How to access and respond

The solicitation is posted on BidNet Direct as Solicitation 120826. Use the listing to review the full notice, documents and addenda; a free vendor account is required to view them.

Express interest by the stated October 27 deadline. Attend the mandatory November 10 web conference, where the dashboard for Phase 1 submissions will be provided. Submit through BidNet Direct or as the notice directs, and check the listing for any addenda.

Prepare a clear, competitive response

Read the full RFP and all addenda, then map each requested item to a specific part of your response. Confirm that your proposal addresses both banking and lockbox services without relying on assumptions about requirements that are not in the documents.

Allow time to complete the dashboard submission and verify that the response has been received before the applicable deadline. Plan separately for the Phase 2 presentation and interview dates, and keep the proposal consistent with what your team can deliver.