Project Information

Bid Title

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

Issuing Agency

Shelby County

Location

Tennessee

Published Date

Feb 17, 2026

Closing Date

Mar 13, 2026

Government Level

State & Local

Status

Closed

Original Source

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Project Description

Bid Title:

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

Category:

Aging Commission

Status:

Open

Publish Date:

Friday, February 13, 2026 - 9:00am

Close Date:

03/13/2026 - 4:00pm

Contact Person:

Caterra Farmer

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Name/Business Name *

Email Address *

Phone Number *

Bid Title

Redirect URL

Business Hours:

Shelby County Government/ Purchasing Department

Related Documents:

RFP 26-001-72 Proposal Response Cover Sheet.pdf

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

RFP 26-001-72- Attachment 1.pdf

RFP 26-001-72 Vendor Scorecard.xlsx

Attachment Preview

Proposal Response Sheet

Shelby County Government – RFP 26-001-72- Self-Direction: Fiscal Intermediary and

Support Brokerage

(Aging Commission of the Mid-South)

Name of firm: ________________________________________________________

Firm’s Website: _________________________________

Mailing Address:

________________________________________

________________________________________

Phone: ______________________________

Fax: ________________________________

Remit Address:

_______________________________________

_______________________________________

Phone: _______________________________

Fax:_________________________________

Payment Terms:_______________

Authorized Representative: ___________________________ Print: _____________________________________

Signature (Person authorized to negotiate with the County on behalf of the organization/firm.)

Email address: ____________________________________

Authorized Representative: ___________________________ Print:_____________________________________

Signature (Person authorized to negotiate with the County on behalf of the organization/firm.)

Email address: ____________________________________

The signature (s) above indicates that certifies that:

(i) the Proposer’s signatory is an agent authorized to submit proposals on behalf of the organization/firm;

(ii) all declarations in the proposal and attachments are true to the best of reasonable knowledge;

(iii) all aspects of the proposal, including cost, have been determined independently, without consultation

with any other prospective Proposer or competitor for the purpose of restricting competition;

(iv) the offer made in the proposal is firm and binding for 90 days after receipt of the proposal by the

County; and

(v) all aspects of this RFP and the proposal submitted are binding for the duration if this proposal is

selected and a contract awarded.

Vendor #___________________ (Required) BRN#:_______________________________ (Required)

If EOC certification was obtained through a Teaming agreement and the BRN starts with a “T”, please complete

the next page. If this does not apply, disregard the next page.

______ Check here if you qualify as an LOSB

Page 2

Proposal Response Sheet

Shelby County Government – RFP 26-001-72- Self-Direction: Fiscal Intermediary and

Support Brokerage

(Aging Commission of the Mid-South)

Are you currently in an EOC Teaming Agreement? If so please complete the following:

Please name the firm you agreed to team with in order to be qualified to do business with Shelby

County Government: _____________________________________________________________________

You are aware that part of being approved with a “Teaming Agreement” you agreed to team with the certified LOSB

identified on your agreement on “ALL” County projects?__________

Will this company participate in the completion of services for this proposal?________________

If not, why?_____________________________________________________________________________

______________________________________________________________________________________

If you answered no to the above question, is your Teaming LOSB vendor aware that you are bidding on this project

for the County?__________

Have you included another firm to participate in the completion of the services:__________

If so, who?______________________________________________________________________________

_______________________________________________________________________________________

**Please note that all of the information contained on this page will be used during the evaluation of the responses**

The first page of this document MUST be printed on your company letterhead or stationary.

Definitions for the information listed on the first page

Locally Owned Small Business

As defined in Shelby County Government Ordinances No. 471 and related Amendments.

Response Checklist:

Please make sure that basic information listed below is provided in your RFP before you submit

your response.

Cover Sheet/Proposal Response Sheet (Required)

Comprehensive Response to Minimum Requirements & Required Services

Cost & Fees

Experience of Respondent

References

Additional Information (optional)

(This checklist does not absolve the Respondent of any other required documentation indicated in

the document not list above. Please use the information highlighted above as a reference only)

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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