ESBD_424517_1748897963167_RFI 304-25-062325 Unclaimed Property Appraisal Services.pdf

RFI No. 304-25-062325

RFI No. 304-25-062325 – Unclaimed Property Division Appraisal Services

GLENN HEGAR

TEXAS COMPTROLLER OF PUBLIC ACCOUNTS

Request for Information (RFI) for

Unclaimed Property Division Appraisal Services

June 2, 2025

Schedule of Events

June 2, 2025 Issuance of RFI

June 23, 2025 Deadline for Submission of Responses (2:00 p.m. CT) Late Responses will not be considered

A. Summary

1. Type of Document: Request for Information (RFI)

2. Deadline for Responding to RFI: June 23, 2025 @ 2:00 p.m., Central Time (CT) Respondents are solely responsible for ensuring receipt of their Responses at the emails addresses specified in Section A.4 on or before the specified deadline; late Responses will not be considered.

3. CPA Point of Contact for this RFI: Lauren Callahan, CTCD/CTCM Email: researchcpa@cpa.texas.gov

4. Method of Submitting Responses: Responses must be submitted by email to Email: researchcpa@cpa.texas.gov

5. RFI Addenda: CPA will post any amendments to this RFI as addenda on the Electronic State Business Daily (ESBD) located at http://www.txsmartbuy.com/esbd. It is the responsibility of an interested party to periodically check the ESBD for updates to the RFI prior to submitting a RFI Response.

6. Questions and Answers: Due to a limited timeline, CPA has elected to not have a Question and Answer period for this RFI.

7. Respondent Presentations: In CPA’s sole discretion and to assist in additional information gathering, CPA may invite Respondents to give a presentation to explain in further detail the recommendations made or information provided in the RFI Response. Any presentation(s) will be performed at CPA offices located in the LBJ Building, 111 E. 17th Street, Austin, Texas 78774;

presentation date(s) and time(s) to be arranged.

B. Introduction

Texas Unclaimed Property (UP), operated by the Texas Comptroller of Public Accounts (CPA) is the state division tasked with managing and reporting unclaimed property and assisting claimants across the state.

UP is seeking information regarding appraisal services for a wide range of asset types, including, but not limited to, jewelry, watches, coins, artwork, sports memorabilia, and comic books. To better support accurate identification, valuation, and disposition of property, UP is interested in learning about solutions and service models that provide reliable, professional appraisals across multiple asset categories.

UP has developed this RFI to better understand the vendor landscape, types of services available, and market environment. This RFI seeks feedback and information from appraisal service providers and local organizations with a specific interest in services that can be conducted onsite.

The main goals of the RFI are to:

Assist UP in understanding the available solutions and information regarding local appraisal services.

Help UP identify key subject matter experts.

Who should respond to the RFI?

General and specialized appraisers Authentication experts.

C. Scope

UP seeks information to help define project areas by requesting responses to the following questions:

1. Appraisal Services

a. How many years of experience do you have in the industry?

b. Does your business assign consistent personnel to appraisals?

c. What is your approach to verifying authenticity and assigning value to items such as:

i. Autographed sports items;

ii. Vintage memorabilia and comic books;

iii. Coins and currency;

iv. Jewelry and watches;

v. Designer handbags, wallets, and accessories;

vi. Art; and

vii. Other specialized categories.

d. Do your services provide subcontractors for specialized categories?

e. What is your minimal level of certification for appraisal services and from which entity did you receive the certification(s)?

f. What new technology or processes does your business use for appraisal services?

g. What is the typical pricing structure for appraisal services?

D. Required RFI Response Materials

Respondents must email an RFI response titled “Response to UP Appraisal Services RFI” to the designated CPA Point of Contact on or before the deadline for Responses (see Section A.2) and as otherwise required by Section A (Summary) of this RFI. The RFI Response should include the items listed below and be organized in the following manner:

Entity’s name and address.

If applicable, the organization the Respondent is a member of included in the email subject line.

Point of contact information for Respondent regarding its RFI Response (i.e., name, title, telephone number and email address of Respondent’s designated personnel).

A brief summary (no more than one page in length) describing each item requested in Section D of this RFI, in the order listed.

Any other information that the Respondent deems pertinent or relevant to this RFI (e.g., brochures or other company literature).

Respondents are highly encouraged to submit relevant supplemental information along with their response (e.g., case studies, demonstrations, presentations, client references, etc.)

RFI responses must be submitted via email to researchcpa@cpa.texas.gov.

E. No Award Results from this RFI

This RFI is issued solely for the purpose of obtaining information that may assist CPA in preparing specifications for a possible issuance of a future solicitation. This RFI is not a Request for Offers (RFO), Request for Proposals (RFP), Invitation to Bid (IFB), solicitation, purchase, commitment to conduct procurement, or an offer of a contract or potential contract. CPA and UP are under no obligation to issue a solicitation or otherwise initiate a procurement process. Respondent’s submission of a Response is voluntary and failure to respond will have no impact on the evaluation of responses to any subsequent solicitation.

F. No Compensation or Cost Recovery

CPA shall pay no costs, expenses, or any other amounts to any entity that are incurred under or related to this RFI.

G. Ownership of Responses, Copyright, Public Nature of Responses

Responses to this RFI will be the property of CPA. CPA, in its sole discretion, may consider or disregard any information submitted in a Response to this RFI. Responses to this RFI will not be returned to Respondents.

Responses will be public information and available for public inspection without redaction. Consequently, a Respondent should not submit any information in its Response that is asserted by Respondent to be confidential or proprietary.

A response with a copyright notice or marked as “Confidential or Proprietary” is not acceptable and will be rejected by CPA as non-responsive to the RFI.