Fiscal Intermediary Services

Closed State & local contract opportunity Posted

Solicitation number
042-1804224-RPT
State
California
Responses due

Opportunity facts

NIGP codes
Show all 20
UNSPSC codes
Show all 32
Point of contact

Opportunity details come from procurement.opengov.com. Updated .

About this opportunity

The County of Orange Health Care Agency is requesting applications from qualified organizations to serve as Fiscal Intermediary for rental subsidy and housing intervention payment distribution, with applications due September 16, 2026 at 4:00 PM and a questions deadline of August 31, 2026 at 4:00 PM.

The Fiscal Intermediary will process and disburse payments to approved payees within five business days of HCA approval, manage documentation and retention, submit monthly reports with reconciliation, provide customer service with two-business-day response times, and maintain records for ten years. The target population comprises individuals referred and approved by HCA under CalAIM Transitional Rent and Behavioral Health Services Act Housing Interventions programs. The contractor operates on a reimbursement model, paying payees first and invoicing HCA monthly in arrears, with an administrative fee of 10 percent based on actual payments made. The contractor is limited to disbursement and administrative functions only and cannot approve participant eligibility, negotiate lease terms, commit HCA funds beyond approved invoices, or assume fiduciary responsibilities.

Required insurance includes Commercial General Liability ($1,000,000 per occurrence / $2,000,000 aggregate), Automobile Liability ($1,000,000 combined single limit), Workers' Compensation (statutory), Employers Liability ($1,000,000), Professional Liability ($1,000,000), and Employee Dishonesty coverage. The contractor must maintain 98 percent accuracy and correct errors within 72 hours, comply with all DHCS guidance and CalAIM reporting requirements, and participate in monthly coordination meetings with HCA.

Applicants must demonstrate financial responsibility, proper licensing, and organizational capacity through submission of financial statements, audit reports, Board of Directors information, three professional references, and compliance certifications including SAM.gov exclusion verification and Unique Entity Identifier registration. The tentative contract start date is January 5, 2027. Applications remain valid for 365 days from the solicitation due date. The County reserves the right to award single or multiple contracts and may modify the scope of services as needed.

Opportunity text

The County of Orange (County) Health Care Agency (HCA) is seeking applications from qualified organizations to act as a Fiscal Intermediary. The primary goal of this program is to coordinate with HCA to distribute timely rental subsidy and other housing intervention payments to approved providers for eligible individuals approved and referred by HCA.

Files

File Type Posted
Fiscal_Intermediary_Services.pdf PDF
Fiscal_Intermediary_Model_Contract_Fnl.docx DOCX document
Attachment_II_Forms_A-D.xlsx XLSX spreadsheet

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