RFV for Financial Management Services for Self Determination Program

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Request for Vendorization (RFV)
Financial Management Services for Self Determination Program
Service Code 034
Published Monday, April 8, 2019

PLEASE BE SURE TO READ THE ENTIRE REQUEST FOR VENDORIZATION (RFV) PROPOSAL DOCUMENT FOR ALL REQUIREMENTS AND INFORMATION. YOU WILL FIND LINKS BELOW TO ASSIST YOU WITH PREPARING THE PROPOSAL.

>> View the Entire Request for Vendorization (RFV) for Financial management Services for the Self Determination Program

North Los Angeles County Regional Center (“NLACRC”) is seeking proposal submissions (“Proposal”) for the vendorization of Financial Management Services (“FMS”) provider to support consumers (“Participants”) who are participating in the Self-Determination Program (“SDP”). Participants will receive support from a FMS provider to assist Participants to pay for services they need.

State law, Welfare & Institutions Code (“WIC”) §4685.8(d)(3)(E), requires that participants enrolled in the SDP use an FMS. WIC §4685.8(c)(1), establishes that the FMS provider provides support to participants in many ways including, but not limited to, the following:

  • Managing and direct the distributions of funds contained in the participant’s budget
  • Ensure that the participant has the financial resources to implement their IPP through the year
  • Bill paying services and activities that facilitate the employment of service and support workers by the participant
  • Ensuring all fiscal accounting, tax withholdings, compliance with relevant state and federal employment laws are followed
  • Assist with hiring employees and eligibility for employment
  • Ensuring providers are qualified to deliver services to Participants
  • Helping providers obtain criminal background check, if needed
  • Track, prepare and distribute monthly expenditure reports
  • Maintain all source documentation related to the authorized service(s) and expenditures
  • Maintain a separate accounting of funds used by each participant
  • Ensure payments do not exceed the amounts authorized by the regional center.

In addition to the qualifications outlined in the RFV, all applicants must demonstrate familiarity with California Code of Regulations (“CCR”), Title 17, Section 54310 through 54390, vendor application requirements; CCR, Title 17, Section 58884, 58886, and 58887, Participant-Directed Services; and, be eligible for vendorization by NLACRC.

Vendorization is the process for identification, selection, and utilization of service providers based on the qualifications and other requirements necessary in order to provide services to consumers. The vendorization process allows regional centers to verify, prior to the provision of services to consumers, that an applicant meets all of the requirements and standards specified in regulations and statutes.  All applicants must demonstrate that they possess the necessary relevant experience and qualifications to be eligible for vendorization.

NLACRC invites all interested applicants, meeting the qualifications described in the RFV, to review the information listed herein and submit a proposal to NLACRC for consideration.  All material and information provided herein is for the sole use of the applicants applying for the FMS vendorization.

NLACRC appreciates your interest in responding to this RFV to meet the unique needs of participants who are in need of FMS services.


Informational Meeting

An informational meeting to answer questions about this RFV will be held on Monday, March 11, 2019 1:30 p.m. in NLACRC’s Chatsworth office, 1st Floor Conference Room.

Applicants interested in responding to this RFV may download a complete copy of the RFV from NLACRC’s website at www.nlacrc.org.  Copies of the RFV will also be available at the informational meeting.  Attendance at the informational meeting is not required for those applicants who wish to submit a proposal.

The deadline for submission of proposals is Friday, March 15, 2019.

 

PROPOSAL PREPARATION GUIDE

 The following information is provided to assist the applicant in preparing their proposal:

  1. Attachment A:  Proposal Title Page
  2. Attachment B:  Table of Contents and Proposal Requirements
  3. Attachment C: Program Design Requirements
  4. Attachment D: Vendor Application (Form DS 1890)
  5. Attachment E: Applicant/Vendor Disclosure Statement (Form DS 1891)
  6. Attachment F: Home & Community Based Services Provider Agreement
  7. Attachment G: Financial Management Services Provider Contract (will be posted as soon as it's available)
  8. Attachment H: Service Provider Insurance Policy
  9. Attachment I:  Notice of Exclusion from CalPERS membership
  10. Attachment J:  Statutes and Regulations

INFORMATION TO INCLUDE IN PROPOSAL

  1. Attachment C: Program Design Requirements
  2. Attachment D: Vendor Application (Form DS 1890)
  3. Attachment E: Applicant/Vendor Disclosure Statement (Form DS 1891)
  4. Attachment F: Home & Community Based Services Provider Agreement
  5. Attachment I:  Notice of Exclusion from CalPERS membership
  6. Organization Chart
  7. Job Descriptions of all staff positions
  8. Copy of the last two years of independent audit or review reports
  9. Completed IRS W-9 Form

SELECTION TIMETABLE IS AS FOLLOWS:

Information Meeting on Monday, March 11, 2019  at 1:30 p.m. at NLACRC’s Chatsworth office located at 9200 Oakdale Avenue, Suite 100; Chatsworth, CA  91311

  1. Proposals due to NLACRC no later than Friday, March 15, 2019
  2. Interviews week of April 8th-9th, 2019
  3. Selection by April 12, 2019
  4. Financial Management Services Provider Contracting Paperwork completed by April 19, 2019
        a.  Attachment E: Vendor Application (Form DS 1890)
        b.  Attachment G: Home & Community Based Services Provider Agreement
        c.  Attachment H: Financial Management Services Provider Contract
  5. Present Contract for Administrative Affairs Review: April 24, 2019
  6. Present Contract for Board Approval: May 8 , 2019
  7. The financial management services provider awarded contract should be ready to provide financial management services beginning May 13, 2019.


INELIGIBILITY FOR VENDORIZATION

The following applicants are not eligible for vendorization:

  • Employees and board members of any regional center, pursuant to CCR, Title 17, Section 54314
  • Any Officer or employee of the State of California, pursuant to CCR, Title 17, Section 54314
  • Any applicant in which the regional center employee or board member has  a relationship which creates a conflict of interest pursuant to Title 17, Sections 54500 through 54525, unless the conflict is eliminated or a waiver is obtained pursuant to Title 17, Sections 54522 through 54525
  • Any applicant that has been determined to be an excluded individual or entity, pursuant to CCR, Title 17, Section 54302(b)(1); CCR, Title 17, Section 54311; and WIC, Section 4648.12,
  • Any applicant that has been determined to be an active member of CalPERS, unless the membership is eliminated or it is determined that no conflict exists.
  • Any adult consumer or family member, pursuant to CCR, Title 17, Section 58886(b)(3)(C), 

 

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