The Upper Cumberland Development District’s Area Agency on Aging and Disability (AAAD) will receive sealed proposals for the provision of Financial Management Services and Supports Brokerage for Self-Direction of the Home and Community-Based Services (HCBS) Program.

Self-direction is a model of service delivery that provides a participant with more choice and control over the home and community-based services that they receive. The participant, whose eligibility has been assessed by the AAAD, will direct the planning, budgeting, and purchasing of services with assistance from this contracted financial intermediary.

Financial Management Services and Supports Brokerage functions by the selected contractor shall include:
• Participant/Representative education on Self-Direction;
• Training and enrollment of Participants/Representatives into Self-Direction;
• Providing assistance to Participants/Representatives with recruiting and hiring
a direct service worker (Worker);
• Assistance with Worker enrollment into Self-Direction;
• Perform required Worker background and registry checks; and
• Assist Participants/Representatives with training Workers.

The AAAD contracts for services in the fourteen-county region of the Upper Cumberland (Cannon, Clay, Cumberland, DeKalb, Fentress, Jackson, Macon, Overton, Pickett, Putnam, Smith, Van Buren, Warren, and White). Interested parties are encouraged to contact Phillip Fox at (931) 476-4166 or pfox@ucdd.org to receive a Request for Proposal (RFP) packet.

Submissions will be accepted from June 25, 2026, until July 9, 2026, at 4:30 PM CST.