About this opportunity
AI summaryThe Regents of the University of California requires bank card, fuel card, and payment solutions under a five-year contract. The scope covers purchasing, travel, and virtual cards, alongside fleet payment tools such as fuel networks, EV charging, driver controls, and reporting. It also includes payment orchestration, supplier payments, automated clearing house, wire transfers, check reduction, merchant services, refunds, and gateway services. Eligibility is limited to onshore United States organizations performing work offsite. Suppliers must submit questions by November 30, 2026, and proposals are due online through CalUsource by December 18, 2026. A pre-proposal conference is scheduled for November 12, 2026, and supplier presentations may occur in February 2027. Evaluations follow a multi-phased Best Value process assessing technical capabilities, financial capabilities, past experience, quality control, price, life-cycle costs, sustainable practices, and supplier diversity.
Buyer and opportunity details
- Client
- The Regents of the University of California
- Solicitation No.
- 004060-Oct2026
Scope of work
- Bank Card capabilities including purchasing card, travel card, and virtual card
- Reporting, controls, data security, and system integrations
- Pricing transparency, training, transition support, and ongoing customer service
- Fuel Card and fleet payment needs including fuel networks and driver/vehicle controls
- EV charging and exception monitoring
- Fleet reporting
- Payment services focusing on supplier payments, payment orchestration, ACH, wire, check reduction, and real-time payments
- Merchant services, disbursements, refunds, and gateway services
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Technical capabilities | Not specified |
| Financial capabilities | Not specified |
| Past experience | Not specified |
| Quality control | Not specified |
| Price, life-cycle costs, Pricing/Financial | Not specified |
| Sustainable offerings and practices | Not specified |
| Supplier diversity | Not specified |
Minimum qualifications
- Operate within the guidelines of all federal, state, and local labor laws and codes
- Possess all trade, professional, or business licenses as may be required by the work contemplated
Documents to include with your response
- UC Appendix for Data Security, dated August 26, 2021
- UC Appendix GDPR, dated June 09, 2021
- Federal Requirements SCMC Standard Clauses
- Federal Requirements COMMERCIAL ITEMS TERMS Feb 26
- Company Information Questionnaire (Required)
- Data Security Questionnaire (Required)
- Sustainability Questionnaire (Required)
- Value Add Questionnaire (Required)
- Financial pricing offer template / Price Sheets
- Offshoring of Services declaration or description
Key dates
- RFP Date
- November 3, 2026
- Supplier Questions Due to UC
- 11/30/2026
- RFP Responses Due by
- 12/18/2026
- Supplier Presentations (if required)
- Feb 2027
How to submit
- Method
- Online via CalUsource
- Instructions
- Proposals must be submitted online using CalUsource portal no later than the stated due date and time. No mailed, emailed, or hand-delivered proposals will be accepted.
Contract details
- Term
- Initial term and all renewal terms as awarded under agreement
- Estimated value
- over $3M
