Unclaimed Property Audit and Collection Services

The Washington State Department of Revenue is seeking qualified firms to audit unclaimed property records, assist holders with self-audits, and collect and deliver property located outside Washington.

Washington > Department of Revenue


General
Open
RFA 2026-03 UCP
Nov 07, 2026 12:00 AM
Oct 06, 2026 12:00 PM
$2,000,000.00
3 years base + 1 × 2 years option
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
sharons@dor.wa.gov
+13605343821
Submission Instructions
Email
Appendix A - Notice of Intent to Bid, Appendix B - Applicant Profile, Appendix C - Applicants Program Proposal, Appendix D - Certifications and Disclosures
Description

The Washington State Department of Revenue is seeking qualified unclaimed-property auditing firms to perform general-ledger and securities audits, assist holders and potential holders with self-audits, identify and collect unreported or underreported property, and deliver property and required owner information to the Department. Services concern holders and potential holders located outside Washington and must comply with the Revised Uniform Unclaimed Property Act, Chapter 63.30 RCW, applicable reporting requirements, and the National Association of Unclaimed Property Administrators electronic reporting format. Applicants must have at least three years of multistate unclaimed-property compliance-audit experience, supervising staff with at least five years of relevant experience, and the ability to safeguard confidential information. The solicitation anticipates multiple awards, including immediate contracts and placement on a qualified-firm pool. The initial agreement term is intended to be three years, with a potential two-year administrative extension for completing audits already initiated and possible additional extensions. Required responses include the Notice of Intent to Bid, Bidder Profile, Program Proposal, and Disclosures and Certifications.

Classification Codes
NAICS541219Other Accounting Services
PSCR704Auditing Services
Smart Codes
unclaimed property auditingfinancial records auditingunclaimed property collection
Specifications
Service Only
Timeline
Oct 6, 2026-Solicitation Posted
Oct 16, 2026 05:00 PM-Applicant Conference (optional)
Meeting ID: 218 492 072 477 558; Passcode: yT2EZ3WA; dial-in: +1 564-999-2000,,617378809# or (833) 322-1218,,617378809#; conference ID: 617 378 809#
Oct 20, 2026 12:00 AM-Questions Due
Oct 23, 2026-Answers Posted
Oct 30, 2026 12:00 AM-Notice of Intent to Bid Due
Nov 07, 2026 01:00 AM-Proposal Submission Deadline
Nov 9, 2026-Estimated Evaluation Period
Nov 16, 2026-Estimated Written Interview Questions
Nov 16, 2026-Estimated Apparent Successful Applicant Notification
Requirements
Required
  • Commercial general liability — $1,000,000.00
  • Workers' Compensation
  • Professional liability for IT Technology, including cyber risk — $1,000,000.00
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