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RFP EUPD91526 Digital Financial Assets Consulting Services

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EUPD91526State & Local

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The California State Controller's Office (SCO) is soliciting consulting and advisory services under RFP EUPD91526 to integrate digital financial assets, including cryptocurrency and virtual currency, into its unclaimed property program. This initiative is driven by Senate Bill 822, which mandates that these assets be reported and remitted in their native form. The selected contractor will be responsible for developing and implementing standard operating procedures for the 2026 reporting period, ensuring compliance with the California Unclaimed Property Law and the California Code of Civil Procedure. The project includes the delivery of a project plan and schedule within 15 business days of onboarding, bi-weekly progress reports, and the finalization of policies, procedures, and training materials by March 1, 2027. The contract has an estimated total budget of $300,000.00, with award decisions based on a 1,100-point scoring system that weights cost proposals (550 points), technical proposals (400 points), and interviews (150 points). Proposers must submit their technical and cost proposals in PDF format and minimum qualifications in an Excel workbook by October 19, 2026. The SCO emphasizes strict confidentiality and cybersecurity requirements, requiring personnel to sign non-disclosure agreements and complete cybersecurity assessments. Additionally, the solicitation provides a five percent preference for certified Small Business, Microbusiness, or Disabled Veteran Business Enterprises.

General Info

SCO seeks consulting services to integrate digital assets into its unclaimed property program.

Documents

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PDF, High priority: read this firstamendment
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XLSX, High priority: read this firstpast-performance
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XLSX, High priority: read this firstspecifications
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XLSX, High priority: read this firstpast-performance
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PDF, High priority: read this firstrfp
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PDF, High priority: read this firstsow
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PDF, Low priorityaward-notice
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Organization & Contact Information

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AgencyCalifornia → State Controller
Contacts1 person available
OfficeN/A
Organization / AgencyCalifornia → State Controller
Office AddressN/A
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Full Description

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11/5/2026 Notice of Intent to Award The State Controller's Office (SCO) is seeking a contractor to provide consulting and advisory services to fully incorporate virtual currency and other digital assets into its unclaimed property program. Digital financial assets (DFA) are commonly known as cryptocurrency, virtual currency, or digital currency. The State of California passed new legislation, Senate Bill (SB) 822, specifically making DFA, subject to reporting and remittance in its native form under the Unclaimed Property Law. The Contractor shall provide consulting services to promptly integrate the developed and needed standard operating procedures into the current unclaimed property holder reporting period for 2026 so UPD staff can then proceed forward on a maintenance and operating perspective. Read the attached document carefully. Please submit all required forms and documents with your proposal response as indicated in this RFP. Any response received after the date and time indicated in this RFP will not be considered for review.

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