Utility Assistance Third Party Services

The vendor required to provide utility assistance third-party administrator to manage the customer eligibility, verification, and recertification process for the low-income assistance program.
- Program setup
•    The operational framework for administering the program, including intake, eligibility verification, recertification, and reporting.
•    The process you will use to design the operational framework, including how you will assess program needs and define administrative functions. 
•    Provide examples of intake forms, recertification forms, demographic reports, invoices, and other applicable documents. 
•    Explain how accessibility will be ensured for customers. 
•    This service must be available within the local community to guarantee equitable access. 
•    Many residents lack reliable transportation or technology, and requiring travel outside the area creates significant barriers to participation.
- Eligibility verification services
•    Administer the initial certification process by facilitating application intake and determining customer eligibility
•    Ensure customers understand the program criteria and application process. 
•    Atach examples of outreach and education materials. 
•    Systems will support efficient review, approval, and secure recordkeeping. 
•    Processes vary between new and existing applications
- Annual recertification
•    Administer the annual recertification process by identifying customers due for recertification, notifying them of the requirement, managing related communications, and processing submitted applications.
•    Systems will track eligibility timelines, support timely outreach and accurate updates to eligibility records.
•    Outreach methods, including timing, format, and customer support strategies.

- Optional Pre-submittal Meeting Date: November 12, 2025