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Representative Payee Fiduciary Services

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 for Representative Payee Fiduciary Services supports prime contractors working on micro-community projects for the City of Sacramento Department of Community Response. The selected provider will serve as an Organizational Representative Payee, responsible for facilitating Social Security Administration applications and managing beneficiary funds to ensure basic needs are met. Key duties include executing program fee payments to the City and maintaining detailed transaction records in strict accordance with SSA guidelines. To qualify, the provider must hold an SSA-approved Organizational Representative Payee status. Deliverables for the contract include the management of individual accounts and the submission of annual compliance reports. The opportunity is categorized under NAICS code 624410, with a response deadline of November 6, 2026.

General Info

SSA-approved provider manages beneficiary funds for City of Sacramento micro-community projects.

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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Performs the role of an Organizational Representative Payee for prime contractors on City of Sacramento Department of Community Response micro-community projects. Facilitates SSA applications, manages beneficiary funds for basic needs, executes program fee payments to the City, and maintains transaction records. Requires SSA-approved Organizational Representative Payee status and compliance with SSA guidelines. Delivers managed accounts and annual compliance reports.

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More opportunities from California → Community Response Department of City of Sacramento

Same awarding agency

New
SLED
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.

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POSTED

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DEADLINE

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