RFP 26-001-72 Self-Direction: Fiscal Intermediary and Support Brokerage

Shelby County Government is seeking a qualified vendor to deliver fiscal‑intermediary and support‑brokerage services for self‑directed participants under the Older Americans Act and related state programs. The contractor will manage participant funds, handle payroll, tax withholdings, bill payment, and financial reporting while also providing case‑management, care‑planning, and service‑coordination to ensure participants receive appropriate home‑ and community‑based services. The contract runs for one year starting July 1 2026, with two optional one‑year renewals, and requires extensive compliance documentation, insurance, bonding, and background‑check policies. • Manage all monetary transactions for self‑directed participants (payroll, vendor payments, tax compliance). • Provide ongoing support brokerage: care planning, service coordination, and liaison with providers. • Meet strict reporting, audit, insurance, bonding, and regulatory requirements (Title VI, E‑Verify, drug‑free workplace, background checks). • Serve primarily Shelby County; additional points awarded for capability to serve Fayette, Lauderdale, and Tipton counties.