PUR 7776 - Final.pdf

PUR 7776 (01/16) Page 1 of 3 60A-1.045, F.A.C.

DESCRIPTION OF INTENDED

SINGLE SOURCE PURCHASE

(PUR 7776)

AGENCY: Department of Financial Services

TITLE: Smart IT Tools Holder Pro Software Short description of the commodity or service desired: Software code to enable unique functionality to support critical business processes for the Division of Unclaimed Property.

CONTACT

Name: Becky Hale Address: 200 East Gaines Street, Larson Building, Room 146, Tallahassee, FL 32399 Telephone: 850-413-2070 Email: DFSPurchasing@myfloridacfo.com

Internal tracking number, if any: 2627-03 SS OIT

Date posted: 8/31/2026 Last day for receipt of information: 9/22/2026

This description of commodities or contractual services intended for purchase from a single source is posted in accordance with Sections 120.57(3) and 287.057(3), Florida Statutes, and will remain posted for a period of at least 15 business days.

Commodity or Contractual Service Required (commodity or United National Standard Products and Services Code (UNSPSC), manufacturer, model, and description, as appropriate):

43231500: Business function specific software

Quantity or Term (as appropriate):

One-time purchase of the Holder Pro Software source code, plus a one-year subscription to the AI-Powered National Association of Unclaimed Property Administrators (NAUPA) Eyeball Report Generator, with an option to renew the annual subscription for up to three additional years.

Requestor (division, bureau, office, individual, as appropriate):

Office of Information Technology

Performance and/or Design Requirements (e.g. intended use, function or application, compatibility, requirements; reference to policy, rule, statute or other act of the Legislature, etc., as appropriate):

First Requirement: Holder Reporting Portal (One-Time Shared Code License) A fully built, modern web application replacing the legacy Java/JSF system. Delivered as a one-time code license with configuration services (~ 48,000 lines of code). The Department receives joint ownership of the configured codebase.

• Configurable branding, environment settings, and workflow rules

PUR 7776 (01/16) Page 2 of 3 60A-1.045, F.A.C.

• React 18 + TypeScript frontend with .NET 10 REST API backend

• Covers the complete holder reporting lifecycle: registration, filing, payments, penalties

Second Requirement: AI-Powered NAUPA Eyeball Report Generator (Service Subscription) A trained AI model service that batch-processes uploaded NAUPA holder files and produces human-readable eyeball summary reports for bureau staff enabling rapid triage of entire submission batches without opening individual files.

• Supplement manual file-by-file review during peak filing periods

• AI flags data quality issues that hard validation cannot catch

• Delivered as a REST API -integrates with the Holder Reporting Portal or existing

Bureau tools

• Includes model retraining as NAUPA standards evolve

Intended Single Source:

Smart IT Tools, LLC

Estimated Dollar Amount:

$ 239,996.00

Justification for single source acquisition (what is necessary and unique about the product, service or source; steps taken to confirm unavailability of competition, as appropriate):

The Florida Department of Financial Services (Department) requires acquisition of specific software code to enable unique functionality to support critical business processes for the Division of Unclaimed Property.

An evaluation showed that the HolderPro software is the only proven software that could be fully integrated into the Unclaimed Property Management Information System (UPMIS) and achieve the desired results. If this software is not procured it could cause the Division to not be able to fulfill project goals. As a result, the Department is interested in acquiring the software source code to allow complete integration with the UPMIS.

The source software code in question is proprietary intellectual property developed and owned exclusively by Smart IT Tools, LLC. No other vendor has legal rights to furnish, reproduce, modify, or distribute the source software code.

Smart IT Tools, LLC is the only vendor authorized to integrate the annual subscription of the AI- Powered NAUPA Eyeball Report Generator tool in the proposed updated UPMIS system supported with the HolderPro software.

The Smart IT Tools, LLC code is uniquely designed to integrate seamlessly with our existing Unclaimed Property Management Information System, ensuring uninterrupted operations. There are no other companies that can provide this unique software that integrates seamlessly with the existing system. Using Smart IT Tools, LLC will ensure no compatibility issues, data integrity risks, or security vulnerabilities.

PUR 7776 (01/16) Page 3 of 3 60A-1.045, F.A.C.

Smart IT Tools LLC possesses specialized technical expertise and intimate knowledge of the software architecture, which is essential for efficient customization, support, and maintenance of the code. No other vendor can provide this proprietary software code.

Timely acquisition and deployment of this code is critical for meeting division requirements and deadlines.

For the reasons outlined above, the Department requests a sole-source procurement of the required source software code from Smart IT Tools, LLC to ensure technical compatibility, maintain operational integrity, minimize costs, and meet critical timelines.

Approved By (names & titles, as appropriate, e.g., requestor, requestor management, information systems, budget, purchasing):

Susan Eto, Office of Information Technology Becky Hale, Office of Purchasing and Contractual Services Scott Stewart, Chief Information Officer Amy Jones, Office of Purchasing and Contractual Services Scott Fennell, Deputy Chief Financial Officer, Finance and IT delegate Chief of Staff

Prospective vendors are requested to provide information regarding their ability to supply the commodities or contractual services described. If it is determined in writing by the agency, after reviewing any information received from prospective vendors, that the commodities or contractual services are available only from a single source, the agency shall: provide notice of its intended decision to enter a single-source purchase contract in the manner specified in Section 120.57(3), F.S.