Get Purms

Filling out the Purms form is an important step for proposing banking services for Public Utility Risk Management Services (PURMS). This comprehensive guide will provide you with clear, step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Purms form.

1. Click the ‘Get Form’ button to access the Purms form.
2. Begin by reviewing the preliminary information provided in the form. This includes understanding the purpose of the request and the specific banking services needed.
3. Fill out the section for your organization details, including the name, address, and contact information of the banking institution you represent.
4. Provide a list of at least three references where similar services were rendered by your bank. Make sure to include the name of the client, their address, telephone number, and contact representative.
5. Complete the declarations regarding the financial capabilities and qualifications of the proposing bank, affirming that your institution meets the required standards.
6. Outline the proposed services and the costs associated with each service. Ensure clarity and completeness in describing your banking capabilities.
7. Include any required documentation with your proposal. This may involve financial statements, compliance certifications, or service agreements.
8. Once all sections have been completed, review your submission for accuracy and legibility. Confirm that all necessary documents are attached.
9. Submit your completed proposal in a sealed envelope, clearly marked with 'RFP Banking Services' to the specified address. Ensure it is submitted before the deadline.
10. After submission, save a copy of the proposal for your records and be prepared for any follow-up communications or requests for additional information.

Complete your documents online and ensure a successful proposal submission.