Micro-Communities Representative Payee Services
- Client
- Sacramento, California
- RFP Number
- EXTRA-77922
- Posted
- 10/14/2026
- Category
- Professional, Consulting, Administrative or Management Support Services
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe City of Sacramento Department of Community Response is soliciting proposals for non-professional services to provide representative payee services for up to 100 participants at newly developed micro-community sites. The selected contractor will serve as an organizational representative payee to manage participants' Social Security or SSI benefits, collect required program fees up to 30% of participants' gross income, return remaining funds, maintain proper accounting records, assist with Social Security Administration paperwork, and maintain regular communication regarding beneficiary spending needs. Eligible USA-based onshore organizations will perform the work offsite. All questions regarding RFP# P27231031003 must be submitted by October 16, 2026, at 3:00 PM PST, and final proposals are due by October 23, 2026, at 3:00 PM PST. Required submission documents include the Proposal Signature Form, Equal Benefits Ordinance Declaration of Compliance, Local Business Enterprise 5% Preference Form, and the Budget Template. The City evaluates proposals using a point system to select the best value, incorporating a 5% evaluation preference for qualifying Local Business Enterprises. The contract period features an estimated award week of January 11, 2027, with a proposed budget not to exceed $120,000 per year.
Key solicitation details
AI-extracted from RFP P27231031003 Rep Payee Services_final.pdf. Confirm against the original documents before bidding.
The City of Sacramento, Department of Community Response, is soliciting proposals to provide Representative Payee Services for up to 140 participants staying at newly developed micro-community sites for unhoused seniors. The contractor will manage Social Security or SSI benefits to collect program fees and assist participants with fund management. Qualified organizations capable of providing Representative Payee Services are eligible to submit proposals.
- Issued by
- City of Sacramento, Department of Community Response
- Questions due by
- 10/16/2026 3:00 PM PST
- Proposal Due By
- 10/23/2026 3:00 PM PST
- Estimated Week of Award Notification
- Week of 11/16/2026
- Estimated Week of Contract Award
- Week of 01/11/2027
- How to submit
- Electronically via the city's online bid portal
- Submission details
- Submit online via https://pbsystem.planetbids.com/portal/15300/portal. Proposal must include RFP transaction number, project name, company name, and all required written elements and forms.
- Estimated value
- not to exceed $120,000 per year
- Place of performance
- Sacramento, CA
- Insurance and bonding
- Necessary certificate(s) of insurance and endorsements as required in contract General Provisions prior to award. Performance bond is not required.
How proposals are evaluated
| Written Proposal (Introductory Letter, Organization Experience and Capacity, Work Plan / Project Approach, Proposed Project Budget) | 100 points |
| Local Business Enterprise (LBE) Evaluation Preference | 5% of total possible evaluation points |
Scope of work
- Facilitate application process to become a Rep Payee for micro-community participants and submit required paperwork to SSA
- Serve as a liaison between micro-community participants and the SSA
- Collaborate with DCR to develop secure internal procedures for a payment collection system
- Ensure timely and secure payment of beneficiaries micro-community program fee and return remaining funds via preferred method
- Manage beneficiary funds at their discretion to ensure basic and current needs are met
- Maintain proper record keeping of beneficiary transactions, including accounting for all funds received and expended
- Complete all services in accordance with SSA guidelines and submit annual required SSA reporting
- Facilitate process to discontinue Rep Payee Services for departing participants and return all unspent funds
Minimum qualifications
- Maintain any necessary licenses and comply with Federal, State, and local laws, codes and ordinances
- Compliance with City of Sacramento Business Operations Tax Certificate prior to contract award
- Commit professional staff and an experienced Project Manager
Documents to include with the bid
- Written Proposal
- Attachment 1 - Proposal Signature Form
- Attachment 2 - Equal Benefits Ordinance Declaration of Compliance
- Attachment 3 - Local Business Enterprise 5% Preference Form
- Attachment 4 - Budget Template
- Introductory Cover Letter signed by an authorized official
- At least 3 references
- Summary letter of financial audit no more than fiscal one year old
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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