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Recordkeeping and Account Administration Services

Active

State & Local

Response Deadline05/31/2027, 09:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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This subcontract for Recordkeeping and Account Administration Services involves the financial administration of ABLE accounts for prime contractors on Florida State Board of Administration projects. The scope of work includes processing contributions and withdrawals, executing tax and federal reporting, and performing financial reconciliation between recordkeeping systems and financial institutions. To fulfill these requirements, the provider must utilize specialized recordkeeping platforms and financial reconciliation software. The contractor is required to adhere to strict compliance and security standards, including SOC 1 Type II, SOC 2 Type II, SSAE 16, and NACHA Audit standards. Key deliverables consist of managed account balances and detailed reconciliation reports. The opportunity is categorized under NAICS code 523130, with a response deadline of May 31, 2027.

General Info

Subcontract for ABLE account recordkeeping and administration services for Florida State Board projects.

Agency

Florida → State Board of AdministrationView Agency

NAICS

523130 - Commodity Contracts DealingView NAICS

Place of Performance

FL, USA

Set-Aside

NONE

Documents

This scope was carved out of ITN 26-01.

The full solicitation package (3 documents), including the RFP, is on the prime solicitation, not on this scope.

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Customer Service and Records Administration Services for ABLE United

AI Contract Breakdown

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Timeline

PostedSep 21

subcontract

Response DeadlineMay 31

Submission deadline

Response Deadline

05/31/2027, 09:00:00 PM UTCin 8 months

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Organization & Contact Information

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AgencyFlorida → State Board of Administration

ContactsNo contacts available

OfficeN/A

Organization / Agency

Florida → State Board of Administration

View Agency Profile

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs financial administration of ABLE accounts for prime contractors on State Board of Administration (Florida) projects. Processes contributions and withdrawals, performs financial reconciliation between recordkeeping systems and financial institutions, and executes tax and federal reporting. Requires recordkeeping platforms and financial reconciliation software. Must meet SOC 1 Type II, SOC 2 Type II, SSAE 16, and NACHA Audit standards. Delivers managed account balances and reconciliation reports.

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Solicitation # ITN 26-01

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