Project Information

Bid Title

Lockbox Remittance Services

Issuing Agency

State Government of North Carolina

Location

North Carolina

Published Date

May 14, 2026

Closing Date

Jun 18, 2026

Government Level

State & Local

Status

Closed

Ref. #

274-FIN2026-01

Original Source

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Project Description

Solicitation Number:	274-FIN2026-01
Project Title:	Lockbox Remittance Services
Description:	The City of Raleigh is seeking a qualified service provider to deliver Lockbox Remittance Services for water, sewer and solid waste services. This includes, but is not limited to: daily mail pick-up, payment processing, same day deposit capabilities, and all personnel, equipment, facilities, and transportation required for the secure handling, processing, storage, and delivery of remittance items. The City is seeking a turn key, end to end solution. Proposers should demonstrate substantial experience providing lockbox processing services at a comparable scale and must offer efficient, reliable, and cost effective approaches that meet the City’s operational needs.
Opening Date:	6/18/2026 3:00 PM
Posted Date:	5/15/2026
Status:	Open
Department:	CITY OF RALEIGH

Solicitation Number * 274-FIN2026-01	Department CITY OF RALEIGH	Status Reason Open
Opening Date 2026-06-18T15:00:00.0000000	Posted Date * 2026-05-14T18:49:29.0000000Z	Primary Commodity Code Banking and investment
Mandatory Conference/Site Visit — —	Special Instructions For any questions, contact David Fitzgerald by email at: david.fitzgerald@raleighnc.gov.	Solicitation Type * Select RFP IFB RFI
Owner Chris Bernat
Description The City of Raleigh is seeking a qualified service provider to deliver Lockbox Remittance Services for water, sewer and solid waste services. This includes, but is not limited to: daily mail pick-up, payment processing, same day deposit capabilities, and all personnel, equipment, facilities, and transportation required for the secure handling, processing, storage, and delivery of remittance items. The City is seeking a turn key, end to end solution. Proposers should demonstrate substantial experience providing lockbox processing services at a comparable scale and must offer efficient, reliable, and cost effective approaches that meet the City’s operational needs.

Attachment Preview

Request for Proposals # 274-FIN2026-01

Title: Lockbox Remittance Services

Issue Date: May 14, 2026

Due Date: June 18, 2026 no later than 3:00PM EST

*LATE PROPOSALS WILL NOT BE ACCEPTED*

Issuing Department: Finance

Direct all inquiries concerning this RFP to:

David Fitzgerald

Manager-Revenue Services

Email: david.fitzgerald@raleighnc.gov

(v.09/15/25)

Table of Contents

1. Introduction .............................................................................................. 2

1.1 Purpose ............................................................................................. 2

1.2 Background........................................................................................ 2

1.3 RFP Timeline ..................................................................................... 3

1.4 Pre-Proposal Conference .................................................................. 3

1.5 Proposal Question ............................................................................. 4

1.6 Proposal Submission Requirements & Contact Information .............. 4

1.7 Business Engagement & Opportunities ............................................. 5

1.8 Rights to Submitted Material.............................................................. 5

1.9 Communications ................................................................................ 5

1.10 Lobbying ............................................................................................ 6

1.11 Conflicts of Interest ............................................................................ 6

1.12 Proposer Expenses ........................................................................... 7

1.13 Proposer Acceptance ........................................................................ 7

2. Proposals ................................................................................................. 8

2.1 Request for Proposals Required Document Format .......................... 8

2.2 RFP Documents .............................................................................. 13

3. Proposal Evaluation .............................................................................. 13

3.1 Proposal Evaluation Criteria (Stage 1)............................................. 13

3.2 Interview/Demonstration (Stage 2) .................................................. 14

3.3 Final Selection ................................................................................. 14

3.4 Notice to Proposers Regarding RFP Terms & Conditions ............... 14

3.5 Contract Term…………………………………………………………….15

4. Scope of Services .................................................................................. 15

Appendix I – Proposal Cost Form ................................................................... 17

Appendix II – Proposer Questionnaire ........................................................... 18

Appendix III – Reference Questionnaire (Instructions) ................................. 19

Appendix III – Reference Questionnaire Form ............................................... 20

Appendix IV – Sample Contract ...................................................................... 22

Appendix V – Output File Layout .................................................................... 31

1 INTRODUCTION

1.1 Purpose

The City of Raleigh (COR) is solicitating proposals from one or more firm(s) with which to

contract for the following services:

The City of Raleigh is seeking a qualified company to deliver Lockbox Remittance

Services for Water, Sewer and Solid Waste services including, but not limited to, payment

processing and depositing capabilities, all personnel, equipment, work and storage space

and transportation for pick-up and delivery of payments associated with the services.

A detailed scope of services is provided in Section 4 of this document.

All information related to this solicitation, including any addenda, will be posted to the

North Carolina electronic Vendor Portal (eVP) at https://evp.nc.gov/.

All questions and any correspondence regarding this RFP shall be directed to the City’s

Point of Contact by email. * NO PHONE CALLS*

Contact Name

David Fitzgerald

Email Address

david.fitzgerald@raleighnc.gov

1.2 Background

The City of Raleigh, the Capital City of North Carolina, remains one of the fastest growing

areas in the country. A great economy, top educational institutions, and exceptional health

care facilities are some of the characteristics that attract people to the triangle area. The

mild climate, diverse work force and proximity to Research Triangle Park combine to make

Raleigh a great place to live.

Raleigh is a 21st Century City of Innovation focusing on environmental, cultural, and

economic sustainability. The City conserves and protects our environmental resources

through best practice and cutting-edge conservation and stewardship, land use,

infrastructure and building technologies. The City welcomes growth and diversity through

policies and programs that will protect and enhance Raleigh’s existing neighborhoods,

natural amenities, history, and cultural and human resources for future generations. The

City leads to improve quality of life for neighborhoods and standard of living for all citizens.

The City works with universities, colleges, citizens, and local partners to promote new

technology, create new job opportunities, and encourage local businesses and

entrepreneurs. The City enlists and prepares 21st Century staff with the skill sets to carry

out the duties of the City through transparent civic engagement and by providing the very

best customer service to our citizens.

The City of Raleigh serves approximately 220,000 water, sewer and solid waste

customers. Because these services generate a high volume of recurring customer

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payments, the City is seeking a qualified Lockbox Remittance Services provider to ensure

efficient, secure, and cost-effective processing of mail-in utility payments.

Current environment includes:

1. Average daily volumes:

a. Remittance stubs: 742

b. Checks: 553.

2. Raleigh receives the physical correspondence items from the lockbox, while

checks and remittance documents are imaged. This information is provided

online by our processor.

3. Current Remittance Address:

City of Raleigh

PO Box 71081

Charlotte, NC 28272-1081

1.3 Request for Proposal (RFP) Timeline

Provided below is a list of the anticipated schedule of events related to this solicitation.

The City of Raleigh reserves the right to modify and/or adjust the following schedule to

meet the needs of the service. All times shown are Eastern Time (EST):

RFP Process

RFP Date

Date and Time

May 14, 2026

Pre-Proposal Meeting/Site-Visit

(if required)

N/A (none)

Deadline for Written Questions

City Response to Questions

(anticipated)

May 27, 2026

June 5, 2026

Proposal Due Date and Time

June 18, 2026, 3:00 pm EST

Selection Announced

(tentative)

August 18, 2026

1.4 Pre-Proposal Conference

If the City of Raleigh elects to conduct a Pre-Proposal Conference or Site Visit, attendance

by prospective proposers is strongly encouraged but is not mandatory. Prospective

Proposers are encouraged to submit written questions in advance. Date, time, and

location of pre-proposal conference is shown above in the RFP Timeline (Section 1.3).

3

1.5 Proposal Questions

Requests for clarification and questions to this RFP must be received by the City not later

than the date shown above in the RFP Timeline (Section 1.3) for the submittal of written

inquires. The firm’s failure to request clarification and submit questions by the date in the

RFP Timeline above shall be considered to constitute the firm’s acceptance of all City’s

terms and conditions and requirements.

The City shall issue addenda reflecting questions and answers to this RFP, if any, and

shall be posted to North Carolina electronic Vendor Portal (eVP). No information,

instruction or advice provided orally or informally by any City personnel, whether made in

response to a question or otherwise in connection with this RFP, shall be considered

authoritative or binding. Proposers can only rely on written material contained in an

Addendum to this RFP.

It is important that all Proposers submitting to this RFP periodically check eVP for

any Addenda. It is the Proposers responsibility to ensure that all addenda have

been reviewed and, if required signed and returned.

All questions related to this solicitation must be submitted in writing (via email) to the

following individual – questions submitted via telephone will not be answered. Please

include the following in the email subject line: 274-FIN2026-01 Questions.

Contact Name

David Fitzgerald

Email Address

david.fitzgerald@raleighnc.gov

1.6 Proposal Submission Requirements and Contact Information

Proposals must follow the format as defined in Section 2 (PROPOSALS), and be

addressed and submitted as follows:

DELIVERED BY US POSTAL SERVICE

MAIL:

DELIVERED BY OTHER DEIVERY

SERVICES:

City of Raleigh

RFP No. 274-FIN2026-01

Lockbox Remittance Services

ATTN: David Fitzgerald

PO Box 590

Raleigh, NC 27602

City of Raleigh

RFP No. 274-FIN2026-01

Lockbox Remittance Services

ATTN: David Fitzgerald

222 W Hargett St, Room 118

Raleigh, NC 27601

Proposals must be enclosed in an envelope or package and clearly marked with:

the name of the submitting company, the RFP number 274-FIN2026-01 and the RFP

Title: Lockbox Remittance Services.

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