Access to Financial Institutions (AFI)

SOL #: 28321326Q00000110Solicitation

Overview

Buyer

Social Security Administration
Social Security Administration
SSA OFC OF ACQUISITION GRANTS
BALTIMORE, MD, 21235, United States

Place of Performance

Place of performance not available

NAICS

Other Computer Related Services (541519)

PSC

Support Services For It Management To Include Enterprise Architecture (Ea), Financial Management, And Strategic Planning. Ea Includes Services Supporting Business, Information, Application And Technical Architecture To Drive Standardization, Integration And Efficiency Among Business Technology Solutions. Financial Management Includes Services Involved In The Planning, Budgeting, Spend Management And Chargeback Of It Expenditures And The Costing Of It Products And Services. It Management And Strategic Planning Include Senior Professional And Administrative Support Services Facilitating Centralized It Strategy And Planning. (DF01)

Set Aside

No set aside specified

Timeline

1
Posted
May 13, 2026
2
Submission Deadline
May 25, 2026, 2:00 PM

Qualification Details

Fit reasons
  • NAICS alignment with historical contract wins in similar service areas.
  • Scope strongly matches core technical capabilities and delivery model.
Risks
  • Past performance thresholds may require one additional teaming partner.
  • Potential clarification needed on staffing minimums before bid/no-bid.
Next steps

Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.

Quick Summary

The Social Security Administration (SSA) has issued a Solicitation for the Access to Financial Institutions (AFI) program. This program utilizes a Contractor to obtain financial account information from financial institutions (FI), automating the SSA-4641 verification process to verify account balances and detect undisclosed accounts. The program is integrated with SSA's automated SSI Claims Systems and operates across all 50 states, U.S. territories, and regional Office of Quality Review (OQR) field sites.

Amendment 0001

Amendment 0001 extends the deadline for questions to May 18, 2026, at 10:00 AM ET, updates SSA's subcontracting goals, and extends the proposal due date to May 25, 2026, at 10:00 AM ET.

Scope of Work

The AFI program requires services to:

  • Obtain financial account information from financial institutions.
  • Automate the SSA-4641 verification process for account balances.
  • Detect undisclosed accounts.
  • Integrate with SSA's automated SSI Claims Systems for electronic request and response processing.
  • Provide a secure website application for requests not processed via MSSICS SSI Systems.

Contract & Timeline

  • Type: Solicitation
  • Product/Service Code: DF01 - Support Services For IT Management
  • Set-Aside: None specified
  • Questions Due: May 18, 2026, 10:00 AM ET
  • Proposal Due: May 25, 2026, 10:00 AM ET
  • Published: May 13, 2026

Contact Information

People

Points of Contact

Sean GahaganPRIMARY
sean.gahagan@ssa.gov

Files

Files

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Versions

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Solicitation
Posted: May 13, 2026
Access to Financial Institutions (AFI) | GovScope