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Financial Literacy and Budgeting Coaching

Active
State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract focuses on the delivery of financial literacy and budgeting coaching services for prime contractors working on micro-community projects under the City of Sacramento Department of Community Response. The selected provider will be responsible for conducting training sessions, developing personalized budgets for participants, and offering professional coaching on spending preferences through the use of specialized curricula or budgeting software. To ensure a high standard of service, the contract requires personnel to hold certifications as a Certified Financial Planner or possess accredited social work credentials. The scope of work is categorized under NAICS code 611710, emphasizing the educational nature of the services provided to support the financial stability of project participants.

General Info

Certified professionals providing financial literacy and budgeting coaching for Sacramento micro-community project participants.

Documents

This scope was carved out of P27231031004.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

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Micro-Communities Representative Payee Service

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Organization & Contact Information

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AgencyCalifornia → Community Response Department of City of Sacramento
ContactsNo contacts available
OfficeN/A
Office AddressN/A
ContactsNo contact information available

Full Description

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Provides educational services for prime contractors on City of Sacramento Department of Community Response micro-community projects. Delivers financial literacy training, creates personal budgets for participants, and provides coaching on spending preferences using budgeting software or specialized curricula. Requires Certified Financial Planner (CFP) or accredited social work certifications. Delivers training sessions and individual budgeting plans.

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Micro-Communities Representative Payee Service
Solicitation # P27231031004
The City of Sacramento Department of Community Response is soliciting proposals for Representative Payee Services to support up to 140 participants residing at micro-community sites for unhoused seniors aged 55 and older. The selected contractor will manage Social Security and SSI benefits to ensure the collection of program fees, which can be up to 30% of a participant's gross income, while also managing funds for basic needs like food and medical expenses at the beneficiary's discretion. Key responsibilities include facilitating the Social Security Administration application process, maintaining detailed financial records, submitting annual SSA reports, and managing the offboarding process for participants leaving the program. These services are provided at no cost to the participants and must be executed in strict accordance with SSA guidelines and regulations. The contract is a non-professional services agreement with a tentative start date in the first quarter of 2027. Award decisions will be based on best value, considering written proposals and potential interviews, with a 5% scoring preference given to qualified Local Business Enterprises. Proposers must submit a comprehensive package including a cover letter, experience summary, at least three references, a financial audit summary no more than one year old, and a budget using the provided template. Additionally, contractors must comply with the Equal Benefits Ordinance and the City of Sacramento's Non-Discrimination In Employee Benefits Code. All proposals must be submitted electronically via the PlanetBids portal by the specified deadline.

POSTED

2 days ago

DEADLINE

in 9 days
View Details
SLED
Emergency Sheltering Voucher (ESV) Program for Families
Solicitation # P27231031002
The City of Sacramento, Department of Community Response, is soliciting proposals from hotels and motels within Sacramento County to participate in the Emergency Sheltering Voucher (ESV) Program for families experiencing homelessness. Participating providers will accept City-issued vouchers valued at $55 per night, inclusive of all taxes and fees, to provide emergency sheltering in coordination with City-provided supportive and rehousing services. While proposals at the $55 rate that meet specific scoring thresholds for amenities and proximity to vital services will be automatically accepted, the City may consider higher rates. In such cases, the motel owner is responsible for collecting the remaining balance from the guest, with the option to require payment up to one week in advance. Selected providers must maintain ADA-accessible rooms and provide standard amenities, including beds, restrooms, and kitchen appliances, while adhering to the ESV Program Guidelines and Participant Code of Conduct. Providers are required to treat program participants the same as any other paying guest and must invoice the City on a monthly basis. To be considered responsive, proposers must meet a minimum 5% Local Business Enterprise (LBE) participation level, either by being an LBE or subcontracting with one. Awards will be based on the best value, primarily focusing on the lowest proposed prices. Failure to comply with contract provisions may result in penalties of $50 per violation, contract termination, or debarment.

POSTED

2 months ago

DEADLINE

in 8 months
View Details

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