Unclaimed Property Operating Database and Website Management Services

The Vendor is required to provide to supplement the state’s need for state unclaimed property operating database and website management
- System Requirements:
•    Must have the ability to integrate with the State Single Sign-On (SSO) solution.
•    Must be web-based and be accessible through standard web browsers, such as Microsoft Edge, Google Chrome, and Mozilla Firefox.
•    Must provide multiple security levels utilizing user and role-based security.
•    Must provide segregation of duties controlled by security roles in the individual applications.
•    Must integrate with NAUPA systems.
•    Must capture and record any data changes made within the system and maintain a record of any data changes for a minimum of 12 months.
•    Must be able to share data (including images) between applications or other external interfaces in real-time, asynchronously, or via flat files.
•    Must encrypt file transfers conducted via sFTP connections.
•    Must be able to migrate existing records (Holder Reporting, Claims, Securities, Website, Imaging) into new software system solution, including validation of successful conversion.
•    Must support the State’s number of users, volume of claims received, and volume of holder activity referenced in this RFP to maintain operations.
•    Must have a comprehensive system solution for change requests made by OUP.
•    Must have a plan for routine upgrades and service interruptions.
•    Must provide comprehensive user training.
•    Must have user-friendly guides complete with screenshots, data dictionary, snips, etc. that a new user can refer to in order to learn all processing aspects for all applications.
•    Must have a mature and robust data security program.
•    ISO 27001 certification preferred.
- Claims processing
•    Must have a configurable workflow to control the claims process.
•    Ability to automatically send notification to the Examiner that reviewed the claim once new evidence is scanned into a claim.
•    Workflow for generating claim denial letters by a batch process.
•    Overall workflow to route claims to Examiners or employees who previously worked on the claim.
•    Must have configurable approval levels.
•    Must have the ability to create claims from:
o    Staff using the main system
o    Office website
o    Batch outreach efforts
o    Must have configurable tracking of claim progress or status.
•    Must have the ability to add work history notes to claim.
•    Must have an integrated email functionality.
•    Must have a configurable evidence requirement.
•    Should have the ability to split a property item by percentage (eg. 50%) and populate separate claim forms.
- Payments
•    Must have the ability to interface with the state’s payment system to create payment, cancelation, reissue, and update payment detail information with return interface, includes user-friendly ability to correct payment files.
•    Must have the ability to flag a payment for a Check Pull that requires special handling.
•    Should have the ability to pay via ACH (Direct Deposit).
•    Should be able to flag/pull claims with the same ACH information and stored in “Internal Review.”
•    Must have the ability to flag a claim so that payment cannot be issued until the flag is removed.
•    Should have the ability to calculate interest paid on claims.
•    Should have the ability to create and issue 1099-B, 1099-DIV, 1099-INT, and send file to IRS.
•    Should have the ability to have a note added to the claim that claim was dropped due to stale dated check.
•    Must capture the history of payment, cancelation, and any check reissues.
- The database system will be required to capture all reporting and financial information received from the unclaimed property holder; track audit progress; track all security functions, including corporate actions; and capture all claims processing information.
- The system must include a document management system with workflows.

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: January 23, 2026