Payment Plans Financial Services Platform

Location:	North Carolina
Posted:	Jan 30, 2026
Due:	Mar 13, 2026
Agency:	State Government of North Carolina
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Solicitation No:	65-RFP013026KJM
Publication URL:	To access bid details, please log in.

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THE UNIVERSITY OF NORTH CAROLINA AT Request for Proposals (RFP) No.: RFP013026KJM

CHAPEL HILL

3500 Administrative Office Building

104 Airport Drive

Chapel Hill, NC 27599

Title: Payment Plans Financial Services Platform

Refer ALL inquiries regarding this RFP to:

Name: Kimberly Middleton

Title: Software Category Manager

Email Address: middletk@email.unc.edu

Issue Date: January 30, 2026

Due Date and Time: March 13, 2026 at 12:00 PM

Eastern Time (ET)

OFFER

The University of North Carolina at Chapel Hill (the “University”) solicits offers for goods and/or services as

described in this solicitation. All offers received shall be treated as offers to contract as defined in 9 NCAC

06A.0102(12).

EXECUTION PAGE

In compliance with this Request for Proposals, and subject to all of the terms and conditions herein, the

undersigned offers and agrees to furnish any and all goods and/or services upon which prices are offered, at the

price(s) offered herein, within the time specified herein.

Failure to execute/sign offer prior to submittal shall render offer invalid. Late offers are not acceptable.

OFFEROR:

STREET ADDRESS:

P.O. BOX:

ZIP:

CITY, STATE & ZIP:

TELEPHONE NUMBER: TOLL FREE TEL. NO

PRINT NAME & TITLE OF PERSON SIGNING:

FAX NUMBER:

AUTHORIZED SIGNATURE:

DATE:

E-MAIL:

Offer valid for two hundred forty (240) days from date of offer opening unless otherwise stated here: ____ days

ACCEPTANCE OF OFFER

If any or all parts of this offer are accepted, an authorized representative of the University shall affix its signature

hereto. Acceptance shall create a contract having an order of precedence as follows: special terms and

conditions specific to the RFP, if any; requirements and specifications of the RFP; the University Information

Technology (IT) Terms and Conditions; and the agreed portion of the awarded Vendor’s offer (including any Best

and Final Offer(s)). A copy of this acceptance will be forwarded to the awarded Vendor(s).

FOR UNIVERSITY USE ONLY

Offer accepted and contract awarded this date

, as indicated on attached certification,

(Authorized representative of University).

THE UNIVERSITY OF NORTH CAROLINA

AT CHAPEL HILL

Request for Proposals No.: RFP013026KJM

______________________________________________________

For internal processing, including tabulation of proposals, provide your company’s electronic Vendor Portal (eVP)

Number. Pursuant to G.S. 132-1.10(b) this identification number shall not be released to the public. This page

will be removed and shredded, or otherwise kept confidential, before the procurement file is made available

for public inspection.

This page is to be filled out and returned with your proposal.

Failure to do so may subject your proposal to rejection.

______________________________________________________

Vendor Name

___________________________________________________

Vendor eVP Number

Note: You must enter the supplier number assigned through the electronic Vendor Portal (eVP). If you do not

have a vendor number, register at https://evp.nc.gov.

Electronic responses ONLY will be accepted for this solicitation.

Table of Contents

1.0 Anticipated Procurement Schedule ............................................................................................. 5

2.0 Purpose of RFP...........................................................................................................................5

2.1 Introduction ............................................................................................................................ 5

2.2 Agency Background ............................................................................................................... 5

2.3 RFP Document.......................................................................................................................6

2.4 Interpretation of Terms and Phrases ...................................................................................... 6

2.5 Contract Term ........................................................................................................................ 6

2.6 Contract Type.........................................................................................................................6

2.7 UNC System Institutions ........................................................................................................ 6

3.0 Scope of Work; Requirements and Specifications ...................................................................... 7

3.1 Scope of Work........................................................................................................................7

3.2 General Requirements and Specifications ............................................................................. 8

3.3 Security and Compliance Requirements ................................................................................ 9

3.4 Business and Technical Requirements .................................................................................. 9

3.5 Business and Technical Specifications ................................................................................ 10

4.0 Cost of Vendor’s Offer...............................................................................................................10

4.1 Offer Costs ........................................................................................................................... 10

4.2 Payment Schedule ............................................................................................................... 10

5.0 Evaluation ................................................................................................................................. 10

5.1 Source Selection .................................................................................................................. 10

5.2 Evaluation Criteria ................................................................................................................ 11

5.3 Interviews, Oral Presentations, and/or Product Demonstrations .......................................... 12

5.4 Best and Final Offer (BAFO) ................................................................................................ 12

5.5 Possession and Review ....................................................................................................... 13

6.0 Vendor Information and Instructions ......................................................................................... 13

6.1 General Conditions of Offer..................................................................................................13

6.2 General Instructions for Vendor ........................................................................................... 14

6.3 Instructions for Offer Submission ......................................................................................... 16

7.0 Other Requirements and Special Terms ................................................................................... 18

7.1

7.2

7.3

7.4

7.5

7.6

7.7

7.8

7.9

7.10

7.11

7.12

7.13

Vendor Utilization of Workers Outside the United States ..................................................... 18

Financial Stability ................................................................................................................. 18

Vendor Exceptions; Additional Terms and Conditions ......................................................... 19

Vendor’s Representations .................................................................................................... 19

Personnel ............................................................................................................................. 20

Security and Background Checks ........................................................................................ 20

Disclosure of Litigation ......................................................................................................... 20

Criminal Conviction .............................................................................................................. 21

Assurances .......................................................................................................................... 21

Confidentiality of Offers ........................................................................................................ 21

Project Management ............................................................................................................ 22

Meetings............................................................................................................................... 22

Recycling and Source Reduction ......................................................................................... 22

Attachment A: Definitions....................................................................................................................23

Attachment B: University Information Technology (IT) Terms and Conditions .................................... 24

Exhibit A: University Data Privacy and Security Addendum................................................................35

Appendix A: University Security Program Requirements .................................................................... 41

Attachment C: Description of Offeror Form ......................................................................................... 43

Attachment D: Cost Form ................................................................................................................... 45

Attachment E: Vendor Certification Form............................................................................................46

Attachment F: Location of Workers Utilized by Vendor Form.............................................................. 47

Attachment G: References..................................................................................................................48

Attachment H: Certification of Financial Condition Form.....................................................................49

Attachment I: Requirements Checklist ................................................................................................ 50

1.0 ANTICIPATED PROCUREMENT SCHEDULE

The table below shows the intended schedule for this RFP. The University will make every effort to adhere

to this schedule, but all dates and times are subject to change at the University’s sole discretion. All times

listed are in Eastern Time (ET).

Action

RFP Issued

Written Questions Deadline

University’s Response to Written

Questions / RFP Addendum Issued

Offer Deadline

Selection of Finalists

Interviews, Oral Presentations, and/or

Product Demonstrations

Security / Compliance Reviews

Contract Negotiations

Contract Award

Contract Effective Date

Responsibility

University

Vendors

University

Vendors

University

Finalists

University

University / Intended

Awardee

University

(no later than) Date and Time

January 30, 2026

February 13, 2026 at 12:00 PM ET

February 27, 2026

March 13, 2026 at 12:00 PM ET

April 3, 2026

Weeks of April 20th and April 27th,

2026

TBD

2.0 PURPOSE OF RFP

2.1 INTRODUCTION

The purpose of this RFP is to solicit Offers for a Payment Plans Financial Services Platform for The University

of North Carolina at Chapel Hill (the “University”). The University is seeking an integrated solution to

consolidate, manage and streamline installment payment plans for enrolled and non-enrolled students. The

proposed system must support secure, user-friendly, and compliant financial services for diverse student

populations and sponsors, while providing seamless integration with PeopleSoft and alignment with the

University’s technical, security, and accessibility standards. The objective of this procurement is to replace

outdated, manual processes with a centralized platform that enhances operational efficiency, improves the

user experience for students and staff, and supports robust reporting and account management capabilities.

2.2 AGENCY BACKGROUND

The University Cashier’s Office, within the Division of Finance and Operations, provides the following

services: billing and collecting tuition, fees and other charges, accepting and depositing departmental

receipts, and servicing University-based student loans. The office plays a critical role in supporting the

financial needs of students and ensuring the integrity of the University's revenue collection processes.

To meet evolving demands and support a diverse student population, the Cashier’s Office seeks to

modernize its financial systems and services. This procurement supports that goal by securing a

comprehensive solution for installment plan management.

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

Solicitation Number:	65-RFP013026KJM
Project Title:	Payment Plans Financial Services Platform
Description:	The University of North Carolina at Chapel Hill's Cashier's Office is seeking an integrated solution to consolidate, manage and streamline installment payment plans for enrolled and non-enrolled students. The proposed system must support secure, user-friendly, and compliant financial services for diverse student populations and sponsors, while providing seamless integration with PeopleSoft and alignment with the University’s technical, security, and accessibility standards.
Opening Date:	3/13/2026 12:00 PM
Posted Date:	1/31/2026
Status:	Open
Department:	UNC - CHAPEL HILL


Solicitation Number * 65-RFP013026KJM	Department UNC - CHAPEL HILL	Status Reason Open
Opening Date 2026-03-13T12:00:00.0000000	Posted Date * 2026-01-30T15:06:28.0000000Z	Commodity Code Business function specific software
Mandatory Conference/Site Visit — —	Special Instructions Electronic responses ONLY will be accepted	Solicitation Type * Select RFP IFB RFI
Owner Kimberly Middleton
Description The University of North Carolina at Chapel Hill's Cashier's Office is seeking an integrated solution to consolidate, manage and streamline installment payment plans for enrolled and non-enrolled students. The proposed system must support secure, user-friendly, and compliant financial services for diverse student populations and sponsors, while providing seamless integration with PeopleSoft and alignment with the University’s technical, security, and accessibility standards.

Attachments RFP013026KJM Payment Plans Financial Services Platform FINAL.pdf (500.59 KB)