RFP EUPD91526 Digital Financial Assets Consulting Services

The State Controller’s Office is seeking a qualified consultant or consulting firm to develop, implement, and maintain policies, procedures, and training materials for integrating digital financial assets (cryptocurrency, virtual currency, etc.) into California’s unclaimed‑property program in compliance with Senate Bill 822. The work includes project planning, SOP creation, business‑process mapping, and ongoing advisory services for the 2026 reporting period, with a contract term of two years (optionally extendable by one year). • Scope: DFA policy guidance, unclaimed‑property system design, SOPs, training, and process mapping. • Budget: Estimated ceiling $300,000 for the base two‑year term; hourly rates fixed for key and support staff. • Requirements: Firm must demonstrate ≥5 years of public‑sector unclaimed‑property experience and ≥3 years of DFA policy experience (assets > $250 M); key staff must meet specific experience thresholds and pass Live‑Scan background checks. • Preferences: Small‑Business, DVBE, and TACPA incentives up to a combined 15 % preference cap. • Submission: PDF + Excel workbook, ≤ 20 MB, email subject “RFP EUPD91526 – Digital Financial Assets (DFA) Consulting Services”, deadline Oct 19 2026 2 PM PT.