Active SLED Opportunity · PENNSYLVANIA · MONTGOMERY COUNTY PA
AI Summary
Montgomery County seeks Representative Payee services for adults with mental illness to assist with bill paying, funds distribution, and budgeting education. The goal is to enhance financial management skills for up to 90 individuals to promote independence and proper use of funds.
Montgomery County, on behalf of the Office of Mental Health/Developmental Disabilities/Early Intervention (MH/DD/EI) is seeking the provision of Representative Payee services for a maximum of 90 individuals. The Representative Payee service will provide bill paying, funds distribution, and basic budgeting education services to Montgomery County adults aged 18 and up with mental illness who need help managing their finances. The primary goal is to work with the person and their supports in the community to enhance the participant’s budgeting and money management skills thus allowing the person to achieve financial goals, live more independently in the community, and eventually graduate from the program. The Representative Payee works with case management and other supports to ensure that participants’ needs are being met sufficiently by using funds for the person’s current and foreseeable needs, saving any excess funds for future needs, and reporting any changes that could affect the person’s eligibility for benefits.
| Status | Event Name | Location | Description | Dates | Mandatory |
|---|---|---|---|---|---|
| Ongoing | Open Date | Online Portal | Posting date for the Opportunity | Apr 14th 2026, 9:30 AM EDT | N/A |
| Upcoming | Questions Due Date | Online Portal | Deadline to submit Questions | May 4th 2026, 12:30 PM EDT | N/A |
| Upcoming | Close Date | Online Portal | Deadline for Submissions | May 12th 2026, 11:00 AM EDT | N/A |
Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.
| Name | Type | # Files | Requirement |
|---|---|---|---|
| Appendix "A" Document | File Type: PDF (.pdf) | Multiple | Required |
| OPTIONAL Noted Exceptions to Posted Terms & Conditions | File Type: PDF (.pdf) | 1 | Optional |
| Current W-9 | File Type: PDF (.pdf) | Multiple | Required |
| Technical Proposal and requested attachments | File Type: PDF (.pdf) | Multiple | Required |
| Completed Excel Budget Template | File Type: Excel (.xls, .xlsx) | Multiple | Required |
| Cost Narrative | File Type: PDF (.pdf) | Multiple | Required |
File Type Description Date Created Actions Appendix A document.docx Documentation Apr 13th 2026, 2:49 PM EDT Download Grant Addendum TCs (14) (1).pdf Documentation Apr 13th 2026, 2:47 PM EDT Download HHS Standard Terms and Condition for Services revised 6-3-24 (1).pdf Documentation Apr 13th 2026, 2:47 PM EDT Download Instructions to Bidders Template.docx Documentation Apr 13th 2026, 2:50 PM EDT Download RFP 26-18 Budget Template.xlsx Documentation Apr 13th 2026, 2:47 PM EDT Download RFP 26-18 Representative Payee Services for Adults.docx Documentation RFP Scope Document Apr 14th 2026, 9:49 AM EDT Download SAMPLE 2026 Template Business Associate Agreement 3.9.2026.docx Documentation Sample contracting document Apr 14th 2026, 9:49 AM EDT Download SAMPLE 2026 Template Data Sharing Agreement 3.11.2026.docx Documentation Sample contracting document Apr 14th 2026, 9:49 AM EDT Download SAMPLE CONTRACT 2025-2026 MH Boilerplate.docx Documentation Sample contracting document Apr 13th 2026, 2:47 PM EDT Download
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
SamSearch Platform
AI-powered intelligence for the right opportunities, the right leads, and the right time.