Notice Type: Presolicitation Notice
Subject: Access to Financial Institutions
Classification Code: D - Information technology services, including telecommunications services
Contact: Melissa A Kloman, Contract Specialist, Phone 410-965-9515, Fax 410-966-9310, Email email@example.com
Place of Performance Country: US
The Government intends to establish a contract for Access to
The Foster Care Independence Act of 1999, section 213, allows the SSA Commissioner to require SSI applicants and beneficiaries to provide authorization for SSA to obtain any and all financial records from any and all financial institutions. These authorizations would remain in effect, unless revoked in writing. The Commissioner need not furnish to the financial institution copies of the authorizations or written certification of compliance with the provisions of the Right to Financial Privacy Act. Refusal to provide, or revocation of, an authorization may result in ineligibility for SSI. SSA implements its authority by issuing form SSA-4641-U2, "Authorization for the
SSA previously awarded a contract to design, develop, implement and maintain a proof-of-concept (POC) system that could test an automated process for the delivery of, and response to, Form SSA-4641-U2. Following the initial POC purchase order, a series of awards followed to enhance the account verification services. The current contract implemented a national system for SSA that provided access to financial institution data on the assets of SSI applicants and beneficiaries for purposes of determination of SSI eligibility.
The purpose of the present requirement is for a contractor to continue maintaining and updating the AFI system. The services procured via the resultant contract will maintain an information exchange between SSA and FIs, which enables SSA to obtain the necessary information needed to verify accounts, account balances, and interest income for SSI applicants, recipients, and/or deemors.
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