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SW-27424 - USA (Connecticut) - Unclaimed Property Database Management and Claim Processing System and Services - Deadline October 22,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-27424

Government Authority located in Connecticut; USA based organization looking for expert vendor for unclaimed property database management and claim processing system and services.

[A] Budget: Looking for Proposals

[B] Scope of Service:

(1) Vendor needs to provide unclaimed property database management and claim processing system and services.
- Provide access to a proven, flexible, customized and secure turn-key relational database management software system, development tools and utilities and claims processing services
- Ensure database integrity and software stability for the custodial records and accompanying owner data through an unclaimed property management software system
- Unclaimed property database management and claim processing software system developed to retain data records and perform numerous accounting, database utility functions, comprehensive interface and interactive program functions, claim processing, call center, with an 800#, website hosting, publication of names, electronic receipt of holder reports and allow for scanning of unclaimed property documents
- Retain data records and perform numerous accounting, database utility functions and comprehensive interfaces with other state agencies and interactive program functions
- Provide access to a secure and reliable multi-facet software management system to address all aspects of state unclaimed property division operations
- Provide access to a software management system which integrates online technology to include other website claim and business reporting processes
- Ability to maintain and view holder information in real time
- Ability to update interest due annually in real time
- Integrity and software stability for the custodial records and accompanying owner data through an unclaimed property management software system
- Retain data records and perform numerous accounting, database utility functions and comprehensive interfaces with other state agencies and interactive program functions
- Ability to create a new claim with fields such as name, mailing address, telephone number, email address, payee field with address, cash total, interest, proceeds, dividends, payment and transfer of share information and any other information necessary, assign system generated unique number to each claim, differentiate claims initiated from website, call center, maintain new, rejected, denied, duplicative claims, find claim by claim id or claimant name, delete claim, update claim with information such as call notes, returned claim form, generate claim form that designate documents required to prove ownership of each type of property, allow for filing of multiple properties on same claim that belong to same owner, approve claims for payment based on authority by user id, differentiate claims that were paid from those in process
- Ability to view status of claim and history of that claims
- Ability to enter and maintain notes on claims in date and time order.
(2) All questions must be submitted no later than September 13, 2019.
(3) The term of the contract will be five years.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Tuesday, 22 October, 2019

Question Answer Deadline : Friday, 13 September, 2019

Category : Software, System and Application

Country : USA

State : Connecticut

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