Unclaimed Retirement Benefit Services

The City of San Jose, California, needs a USA-only vendor to provide unclaimed retirement benefit services onsite. The city will transmit member records and contribution balances to the vendor in batches via a mutually agreed-upon secure electronic file transfer and payment method. The city will send these records and funds only after its review and approval, with subsequent lower-volume transfers occurring on a rolling basis. The vendor must acknowledge receipt of member records and transferred funds while confirming successful account setup and processing within five business days of each transmission. The buyer requires vendors to perform all work onshore within the USA. Interested parties may submit their proposals digitally through email or online. The buyer is currently seeking proposals to determine the budget and has not provided specific evaluation criteria or key dates in the source text.