Self-Direction: Fiscal Intermediary and Support Brokerage - Questions and Answers No. 2

Agency:	Shelby County
State:	Tennessee
Type of Government:	State & Local
NAICS Category:	541512 - Computer Systems Design Services 541611 - Administrative Management and General Management Consulting Services
Posted Date:	Mar 4, 2026
Due Date:	Mar 13, 2026
Solicitation No:	RFP 26-001-72
Original Source:	Please Login to View Page
Contact information:	Please Login to View Page
Bid Documents:	Please Login to View Page

Bid Title:

RFP 26-001-72 Questions and Answers No. 2

Category:

Aging Commission

Status:

Open

Publish Date:

Wednesday, March 4, 2026 - 11:30am

Close Date:

03/13/2026 - 4:00pm

Contact Person:

Caterra Farmer

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Shelby County

Tennessee

Lee Harris, Mayor

QUESTIONS & ANSWERS No. 2

ISSUED: March 3, 2026

RFP 26-001-72

Self-Direction Fiscal Intermediary and Support Brokerage

TO ALL PROSPECTIVE BIDDERS:

The following questions were submitted by a potential bidder. Our answers are

listed below in red:

1. How many participants are on the program?

Program is not currently operational.

2. How many workers are on the program?

None

3. Are FI/FMS and Support Brokerage currently being provided by the same

vendor? If so, who is the vendor?

None

4. What are the in-person expectations in the execution of this contract?

Vendor should propose their program mode.

5. Do we need to propose a flat-rate PMPM for support brokerage, or is there a

particular way the state wants the support brokerage cost proposed?

Vendor should propose cost as requested in RFP.

6. What are the current participant and worker counts for the program?

None

7. What is the total average monthly spending for all participants?

Budget is capped at $7850 for twelve-month period.

8. How many FIs does the State intend to select under this procurement?

At least one, maybe more.

9. What is the average individual budget for a participant?

Budget capped at $7850 for twelve-month period.

10. What are the payment terms?

Invoice due monthly on 5th following month of service provision.

11. If a participant does not spend all of their budget in a single month, can they

“roll over” funds to a subsequent month? If so, how long/how much may a

participant roll over funds until such funds are considered non-usable or are

to be forfeited?

Budgets are annual

12. Are there different services and/or service codes associated with a participant

budget? If so, can participants move monies across different service codes?

Yes, different codes for different services persons can change plan if desired.

13. What is the duration of each individual budget?

Twelve months.

14. What is the average number of workers per participant?

Unknown.

15. Who determines the ongoing participant eligibility for this program and how

will an FI be notified of eligibility changes?

ACMS.

16. How often is eligibility reviewed and redetermined?

Annually.

17. What actions should the FI take should they learn of a participant’s

ineligibility?

ACMS will inform them.

18. Does the participant’s eligibility ever change retroactively?

No.

19. What is the current PMPM rate for the program?

Should be part of your proposal.

20. What is the program’s current pain points?

No current program

21. Who pays the cost of all background and registry checks? Do they come from

the participant’s budget?

All employment cost are the responsibility of the employer and part of the

capped budget.

22. Is the FI reimbursed for the cost of the background and registry checks?

All employment cost are the responsibility of the employer and part of the

capped budget.

23.Who pays the cost of Workers’ Compensation?

Or is it part of the participant’s budget? All employment cost is the

responsibility of the employer and part of the capped budget.

23. Please describe any requirements under FLSA as they pertain to this

program, such as sick time or other benefits, such as insurance. All

employment cost are the responsibility of the employer and part of the capped

budget. Is there a cost template we need to use for our cost proposal?

Cost should be part of the vendor proposal.

Sincerely,

Signed Original on File

Caterra Farmer, Buyer

Purchasing Department

Shelby County Government

This page summarizes the opportunity, including an overview and a preview of the attached documents.

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Self-Direction: Fiscal Intermediary and Support Brokerage - Questions and Answers No. 2

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