Learn more about current provider opportunities by choosing a service area listed below.
Click here to view the Fiscal Intermediary – Self-Direction RFP
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Questions/Answers:
Q: If the applicant is a standalone Financial Management Services (FMS) agency, meaning the applicant is not licensed as a traditional home care provider, does the applicant need to secure a PSSA license?
A: No. As a fiscal intermediary and not a traditional in-home service provider, the applicant is not required to obtain a PSSA license.
Q: Page 1 says – “Award Period: August 1, 2026 – June 30, 2030.” Is 8/1/2026 the go-live date for when we begin the services, or is this the beginning of the transition phase (i.e., configuring the systems and transitioning consumers from the current FMS)? If it is the beginning of the transition phase, do you have the go-live date?
A: The contract for this service will begin on 8/1/2026. The applicant selected for a contract will be expected to begin the process of transitioning current clients/workers to their platform at this time, and do so in a manner that will minimize service delays for those clients actively receiving services.
Q: What is the current number of Participants and Representatives for the three (3) programs?
A: Previously, self-direction was only offered under the Options funding program. For much of the previous year, there were 5-7 active clients. This number is expected to grow with the expansion into the Title IIIB and IIIE programs.
Q: Is the expectation that we use pages 4-8 to complete and submit our proposal, or are we allowed to take it out of that format as long as we are addressing all of the elements?
A: The applicant may attach responses/documentation as necessary. Please ensure that all attachments and responses are clearly labeled, indicating which section they correspond to.
Q: Referencing page 16, section A.27.b – Must the service be provided face-to-face?
A: Yes, this section stipulates that the support broker is to conduct a visit within ten (10) days of being assigned to a participant. This initial visit referenced is to be conducted face-to-face.
Q: Regarding REQUEST FOR PROPOSAL APPLICATION (RFP), IV. History, Experience, and Mission, F: Because so many entities now have policies not allowing written references, would you accept contact information for the reference to then provide the reference information in a nonwritten format?
A: It is preferred that two (2) reference letters be obtained and submitted. In the event that this absolutely cannot happen, but there are entities willing to provide references via other means, alternative communication can be considered.
Q: Regarding Customer Service, A.44: Does “Other Staff” include customer service reps and translation service representatives?
A: This requirement applies to all staff having direct contact with participants, or staff receiving, managing, or analyzing sensitive client data.
Q: Regarding Customer Service, A.44: Does Account Management fall under this category should they have occasional contact with participants during escalation scenarios?
A: This requirement applies to all staff having direct contact with participants, or staff receiving, managing, or analyzing sensitive client data.