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Micro-Communities Representative Payee Service

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P27231031003State & Local

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The City of Sacramento Department of Community Response is soliciting proposals under RFP P27231031003 for a contractor to provide Representative Payee services for up to 140 seniors aged 55 and older residing in micro-community interim housing sites. The primary objective of this non-professional services agreement is to manage Social Security and Supplemental Security Income benefits to ensure the collection of program fees, which can be up to 30 percent of a participant's gross income. The selected contractor will be responsible for facilitating the application process with the Social Security Administration, acting as a liaison for beneficiaries, developing secure payment collection procedures in collaboration with the city, and managing funds for basic needs at the beneficiary's discretion. All services must strictly adhere to Social Security Administration guidelines and regulations. The contract award will be based on best value, utilizing a 100-point evaluation system that heavily weights the organizational chart at 25 points. Local Business Enterprises are eligible for a 5 percent preference in the final scoring. Successful proposers must provide a budget using the city's template, submit a financial audit summary no more than one fiscal year old, and comply with the Equal Benefits Ordinance and the Business Operations Tax Certificate requirement. Payments for services will be made in arrears on Net 30 terms. The first micro-community is tentatively scheduled to open in the first quarter of 2027, and the contractor will be required to maintain comprehensive records of all transactions and submit annual reporting to the Social Security Administration.

General Info

Sacramento seeks a contractor for Representative Payee services for seniors in interim housing.

Place of Performance

1000 I Street Suite 120 Sacramento, California 95814, CA, USA

Set-Aside

NONE

Documents

1

City of Sacramento RFP P27231031003 - Micro-Communities Representative Payee Service

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Organization & Contact Information

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AgencyCalifornia → Community Response Department of City of Sacramento
Contacts1 person available
OfficeCA, USA
Office AddressCA, USA
Contacts

Full Description

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Scope: The Department of Community Response seeks a Contractor to provide Representative Payee Services for up to 140 participants, at any given time, staying at the City’s micro-community sites. Micro-community sites will provide supportive interim housing for seniors (55+) who are on fixed income, such as Social Security benefits or SSI, or do not have the ability to generate sufficient income to achieve independent housing stability.The selected contractor will serve as the Representative Payee (“Rep Payee”) for micro-community participants and manage their Social Security or SSI benefits to ensure the micro-community program fee is collected. Rep Payee services will be paid for by DCR at no cost to micro-community participants. Beneficiaries may elect to fully utilize the Rep Payee to manage their benefits for other needs and expenses.RFP# P27231031003 Micro-Communities Representative Payee ServiceForm Revision Date 7/15/2026 4Key responsibilities of the Representative Payee will include:• Facilitate the application process to become a Rep Payee for micro-community participants, including working with participants to fill out, collect, and submit required paperwork to the Social Security Administration;• Serve as a liaison between micro-community participants and the SSA and address any issues until the selected contractor is approved to serve as a Rep Payee;• Collaborate with DCR to develop secure internal procedures and guidelines for a payment collection system for micro-community program fees on behalf of the City;• Ensure payment of beneficiaries’ micro-community program fee in a timely and secure manner; remaining funds should be returned to beneficiaries via a preferred method unless otherwise directed by the beneficiary;• At the discretion of the beneficiary, manage their funds to ensure basic and current needs are met, such as food, personal care items, and/or medical expenses;• Maintain proper record keeping of beneficiary transactions, including accounting for all funds received and expended;• Complete all services in accordance with SSA guidelines and regulations, including the submission of annual required SSA reporting;• Maintain regular communication with beneficiaries to determine their current needs and spending preferences; and• Facilitate the process to discontinue Rep Payee Services for participants who leave the micro-community program and return all unspent funds to beneficiaries.

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