Treasury and Investment Management

Banking RFP Checklist

Banking RFP Checklist

Governments should develop a robust RFP document and process for securing banking services. This Checklist should be used as a starting point for a government to engage in this activity and should be adapted to fit the needs of your entity.

Please note that this document should not be used as a substitute for developing an RFP specifically for your government’s unique needs, requirements, and procurement practices.


  • Publication date: January 2021
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