Description
The State Controller’s Office is seeking qualified firms to act as audit agents that will identify, examine, process, and collect unclaimed property on behalf of the State. Contractors will obtain authorizations, conduct holder examinations, prepare required holder‑notice and holder‑remit reports, and deliver the property to the Controller within statutory timeframes, receiving a percentage‑based fee on the value of property delivered.
• Perform full‑cycle unclaimed‑property audits (identification, examination, collection, reporting, and delivery).
• Submit mandatory monthly status reports and statutory holder‑notice/remit reports within 18 months of authorization to earn the higher 10.5 % fee (9 % thereafter).
• Contract term ranges from 1 to 3 years with possible extensions; multiple firms may be awarded fixed‑price agreements based on delivered property value.
Attached files
Contact
SCO BIDS(SCO BIDS)