RFP EUPD91526 Digital Financial Assets Consulting Services

The State Controller’s Office seeks a qualified consultant or consulting firm to design, develop, and integrate policies, procedures, and training materials for handling digital financial assets (cryptocurrency, virtual currency, etc.) into California’s Unclaimed Property Program in compliance with Senate Bill 822. The work must be ready for the 2026 reporting period and then maintained over a two‑year contract term, with an optional one‑year extension. Deliverables include a detailed project plan, SOPs, training kits, and business‑process mapping, with up to 10 % additional work billed at pre‑approved hourly rates. • Scope: Develop and implement DFA policies, procedures, and staff training for the State’s unclaimed‑property program. • Duration: 2‑year base contract (possible 1‑year extension), start Dec 1 2026. • Budget: Estimated ceiling $300,000 with fixed hourly rates for key and support staff. • Requirements: Minimum 5 years of public‑sector unclaimed‑property experience (> $250 M assets) and 3 years of DFA policy work; key staff must meet specific experience and background‑check criteria; SB/DVBE/TACPA preferences optional. • Submission: Technical and cost proposal by Oct 19 2026 2:00 PM PT via email to [email protected], ≤ 20 MB, with required attachments.