About this opportunity
AI summaryThe government authority in Tallahassee, Florida, seeks a vendor to deliver customer and records administration services. The buyer requires recordkeeping and account administration, debit or prepaid card functionality, customer service and participant support, investment option administration, and fraud prevention with financial controls for agency accounts. Vendors must perform all work offsite and provide recent performance standards for each channel in similar programs. Only USA-based organizations are eligible to bid on this opportunity. The buyer requests proposals to determine the budget. Bidders must submit all questions no later than October 9, 2026.
Buyer and opportunity details
- Client
- Florida Prepaid College Board
Scope of work
- Recordkeeping and account administration
- Debit or prepaid card functionality services
- Customer service and participant support
- Secure technology platform with web and mobile access
- Investment option administration services
- Fraud prevention and financial controls
- Operational, financial, and compliance reporting
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Written Response: Organizational Experience (Tab 3) | 15 points |
Minimum qualifications
- 5 or more consecutive years of experience providing records administration services as of September 21, 2026
- 5 or more consecutive years of experience providing contact center services as of September 21, 2026
- Experience providing records administration for Section 529 or 529A programs or similar government-sponsored savings program
- Legal entity authorized to conduct business in Florida and in good standing in state of incorporation
- No Going Concern language in any of the previous three annual audit reports
- Must be a USA organization (Onshore)
Documents to include with your response
- Invitation to Negotiate Acknowledgment
- Minimum Qualifications Form
- Tab 3 - Organizational Experience Form
- Tab 6 - Pricing Schedule
- Written Response Packet (Appendix G)
Key dates
- Issue Date
- September 21, 2026
- Written Request for Clarification Deadline
- October 9, 2026 - 12:00PM (ET)
- Written Request for Clarification Response
- October 16, 2026
- Response Deadline
- December 7, 2026 - 12:00PM (ET)
- Response Opening
- December 7, 2026 - 2:00PM (ET)
- Evaluator Scoring Validation
- January 2027
- Negotiation Period
- February – April 2027
- Negotiation Vote
- May 2027
- Notice of Intended Award
- May 2027
- Anticipated Contract Execution
- May 2027
How to submit
- Method
- Electronic submission
- Instructions
- One complete electronic submission in Word or PDF format. Only one response per respondent or related entity is allowed.
Contract details
- Place of performance
- Offsite
- Funding
- Section 529A of the Internal Revenue Code