The government authority located in Billings, Montana is seeking comprehensive banking services. Requirements include maintaining a physical presence at the agency to support cash management needs, with a local liaison preferred. The provider must be FDIC insured and able to secure deposits exceeding FDIC limits. A charter from a national or state bank authority is required.

The selected vendor must demonstrate technological capability to interface with the agency's current software system, School ERP Pro (by Infinite Visions), such as daily uploading of cleared checks into the County system. Additional capabilities must include processing online payments and credit card transactions via terminals and the agency website, supporting ACH payments, and the issuance of corporate credit cards for authorized county users. The agency reserves the right to opt out of the corporate credit card program if its terms and benefits do not meet agency needs.