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Governor and Executive Council Agenda item PDF - 2026-05-20 - agenda 034

Monica I. Mezzapelle

STATE TREASURER

THE STATE OF NEW HAMPSHIRE

STATE TREASURY

25 CAPITOL STREET, ROOM 121

CONCORD, NH 03301

(603) 271-2621

FAX (603) 271-3922

TDD Access: Relay NH 1-800-735-2964

April 30, 2026

Her Excellency, Governor Kelly A. Ayotte

and the Honorable Council

State House

Concord, NH 03301

REQUESTED ACTION

Authorize the State Treasury to enter into a Sole Source contract for a period of five (5)

years with Specialty Audit Services, LLC, (Vendor Code # 489156) of Narbeth, PA, for a

contingent fee of 10.25 % of the gross amount identified and remitted to the State from audits or

examinations of the records of any holder or person to determine compliance with New

Hampshire’s Custody and Escheat of Unclaimed and Abandoned Property Laws (RSA 471-C).

Effective upon Governor and Council approval from July 1, 2026 to June 30, 2031. 100% Other

Funds (Abandoned Property Funds).

Funding is available in the following account and is anticipated to be available upon the

availability and continued appropriation of funds in future operating budgets. Abandoned

Property 01-38-38-380510-80210000-020-500254.

FY2027 FY2028 FY2029 FY2030 FY2031

020-500254-

Audit Fees

$1,274,797 $1,274,797 $1,274,797 $1,274,797 $1,274,797

EXPLANATION

This item is Sole Source due to the fact that State Treasury contracts with all known

vendors which provide unclaimed property audit services to states. RSA 471-C provides that the

State Treasurer may contract with other entities to identify, recover, and remit unclaimed or

abandoned assets (e.g. cash and securities) through audit or examination of records. Such

examinations are conducted largely with out-of-state holders of such property. State Treasury,

upon report and remittance,

Her Excellency, Governor Kelly A. Ayotte

and the Honorable Council

April 30, 2026

endeavors to contact the rightful owner who may then claim the property. Amounts not claimed

shall be escheated and deposited in the General Fund.

State Treasury will contract with any reputable provider of audit or examination services

that offers a competitive fee arrangement. The 10.25% fee is consistent with the existing rate level

throughout this industry.

Respectfully requested,

/s/ Monica I. Mezzapelle

State Treasurer

Case records

Open case page

Docket: 2026-0005

Date Record Text Type Party PDF
May 20, 2026 Governor and Executive Council Agenda item PDF - 2026-05-20 - agenda 034 Current page Other PDF