ITN26-01_Request for Clarification Form.docx

This is a Request for Clarification form issued by the Florida Prepaid College Board for ITN 26-01, which solicits Customer Service and Records Administration Services for ABLE United. The form provides a structured template for respondents to submit questions or comments regarding specific sections and pages of the ITN document. The solicitation requires comprehensive records administration, customer service, reporting, and operational support services necessary to operate a Qualified ABLE Program. Core service requirements include full-service recordkeeping and administrative support for ABLE Accounts, including account establishment and maintenance, processing of contributions and withdrawals, transaction recordkeeping, and tax reporting. The selected respondent must provide participant support services across multiple contact channels, including telephone, online chat, electronic communications, and written correspondence, with capabilities to support accessible communications consistent with ADA requirements. The respondent must also provide a secure, reliable, and scalable technology platform enabling online account opening and management, contribution and withdrawal processing, investment allocation changes, and participant access to account information through web and mobile-compatible interfaces. The form itself contains ten numbered rows for respondents to submit clarification requests, with spaces for authorized signature, date, and printed name and title.

The Request for Clarification form does not contain specific information regarding pricing terms, response deadlines, award dates, contract term, renewal options, set asides, incumbent information, or funding sources. These details would typically be found in the primary ITN solicitation document and associated appendices referenced in the form, including the example contract (Appendix A), Program disclosures (Appendix B), and Business Rules (Appendix C).