District of Columbia Cobblestone Systems #CFOPD-17-C-015

Award for Unclaimed Property Management System and Imaging Services for DC Office of Finance & Treasury

This opportunity involves the District of Columbia's Office of the Chief Financial Officer (OCFO) contracting with Kelmar Associates LLC for a comprehensive Unclaimed Property Management System and Imaging Services. - Government Buyer: - District of Columbia, Office of the Chief Financial Officer (OCFO), Office of Finance & Treasury, Office of Contracts - OEM and Vendor: - Kelmar Associates LLC (OEM and sole vendor) - Products and Services Requested: - Kelmar KAPS Unclaimed Property Management System software license (1 license) - Data conversion services (1) - Implementation services (1) - Training for up to 20 users annually - Annual support and maintenance services (1 per year) - Optional monthly hosting services (up to 12 months per year) - Hardware as needed to support the system - Penalty and interest assessment enhancement module (custom development) - Imaging/document retention system - Jasper Reports development for invoicing and property assessment - Project activities, communication, and training support - Quantities: - 1 software license, 1 data conversion, 1 implementation, 20 training sessions per year, 12 months hosting per year, 80 hours development, 80 hours QA, 25 hours reporting - Unique or Notable Requirements: - Integration with the District's general ledger system - Online claim processing and detailed reporting - Compliance with COVID-19 safety for in-person services - Proprietary software license is limited, nontransferable, and non-exclusive - All software ownership remains with Kelmar Associates LLC - Firm fixed price contract with base year and four one-year option periods - Place of Performance/Delivery: - Primary: Office of the Chief Financial Officer, Office of Contracts, 1100 4th Street SW, Washington, DC 20024 - Additional: Office of Finance and Treasury, 1101 4th Street SW, Washington, DC 20024

Description

The Office of Finance & Treasury (OFT) requires Kelmar Associates LLC to provide a state-of-the-art Unclaimed Property System to manage all aspects of unclaimed property, including information on holders, property claims, and owners. The contract includes ongoing technical support and covers software, data conversion, support and maintenance, training, implementation, and hosting services. The contract has multiple option years with specified firm fixed prices and includes detailed reporting, imaging system integration, and online claim processing capabilities for up to 20 users.

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