Lockbox Remittance Services
| Location: | North Carolina |
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| Posted: | May 14, 2026 |
| Due: | Jun 18, 2026 |
| Agency: | State Government of North Carolina |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | 274-FIN2026-01 |
| Publication URL: | To access bid details, please log in. |
| 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 |
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Solicitation Number
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274-FIN2026-01
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Department
CITY OF RALEIGH
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Status Reason
Open
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Opening Date
2026-06-18T15:00:00.0000000
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Posted Date
*
2026-05-14T18:49:29.0000000Z
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Primary Commodity Code
Banking and investment
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Mandatory Conference/Site Visit
—
—
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Special Instructions
For any questions, contact David Fitzgerald by email at: david.fitzgerald@raleighnc.gov.
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Solicitation Type
*
Select RFP IFB RFI
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Owner
Chris Bernat
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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.
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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.
4
This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.
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