The vendor is required to provide that representative payee services for daily money management through the establishment of legal representative payee relationships.
- Using paid employees, to clients, regardless of income level, who may be disabled, receiving disability benefits, and/or identified by a health professional as unable to perform their finances.
- The representative payee program, the contractor must provide the following services:
• Establish and maintain working relationships with one or more local banks for funds managed under this program.
• The contractor must collaborate with local or regional government offices such as the department, the department of veteran’s affairs, the United States railroad retirement board, the United States office of personnel management, and others, as needed.
• Accept client referrals from county social service programs, other public and private agencies, and from Family members, friends, or other acquaintances of potential clients.
• Must serve approximately 50-60 clients monthly.
• The caseload falls below 50 clients in any month, the contractor must submit a performance improvement plan to the department contract monitor describing the contractor’s plan to achieve the minimum caseload.
• The performance improvement plan must be submitted with that month’s required monthly statistical reports
• Provide administrative support, ongoing training, and adequate office space to staff to accommodate program needs.
• All legal and procedural requirements and any other requirements from the agencies with whom this program collaborates to serve the target population
• A mechanism and quality assurance procedure to ensure clients’ accounts are properly managed to reduce fraud.
• A mechanism and process to allow clients to have cash for miscellaneous spending.
• 15 days before contract execution, the contractor must have a county-approved implementation plan to ensure continuation of services for existing clients who are currently enrolled in the county’s representative payee program.
• Services to existing clients must continue immediately following the execution of the contract resulting to ensure there is no interruption to direct services.
• Develop, implement, and maintain written program policies and procedures, subject to county approval within sixty (60) days of the effective date of the contract resulting
- The contractor must provide the following client-oriented activities:
• Publicize the program to potential referral sources.
• The contractor must mention in all publicity for this program that services are funded in part by the county department of health and human services.
• Develop and implement an application process for potential new clients.
• Develop criteria to assess the needs, appropriateness, and eligibility of potential clients for representative payee services.
• Develop and implement a documentation process to communicate with eligible clients to make sure they understand the program and agree to have a representative payee.
• Develop and implement a process for accepted clients and their representative payees to meet and discuss the program and each other’s expectations.
• The contractor must facilitate the meeting.
• Develop and implement a process and/or tools for staff to refer clients to other services, as needed.
• Develop and maintain a waitlist of eligible clients to ensure the program can maintain the minimum number of required clients served.
• Monthly follow-up calls to the waitlist clients are required.
- Contract Period/Term: 1 year
- Optional Pre-Submission Conference Date: February 20, 2025