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Division of Purchase and Property - Fiscal Intermediary and Financial Cash and Counseling Services - 25DPP01151, 2026

Board of Public Utilities | State of New Jersey logoBoard of Public Utilities | State of New Jersey
Due
Nov 24, 2026
38 days left
Posted
Oct 1, 2026
Contract term
3 years
Primary contact
Jared Rodriguez
(609) 341-3500
38 days left to submitDue Nov 24

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THE 30-SECOND BRIEF

What they're buying

The State of New Jersey Department of the Treasury Division of Purchase and Property, on behalf of the Department of Human Services (DHS), is soliciting proposals for statewide Fiscal Management Services (FMS), bill payment, and administrative services. The contractor will provide services for DHS programs including Jersey Assistance for Community Caregiving (JACC), Personal Assistance Services Program (PASP), Support Service Provider (SSP), and Personal Preference Program (PPP), allowing participants to self-direct and manage services and budgets. Estimated volume includes approximately 6,000 program Participants generating an average of 12,000 telephone calls per month. Requirements include establishing a physical site within a 50-mile radius of Trenton, NJ, maintaining a $25 million line of credit, background checks, EVV compliance, payroll processing, and electronic portal access. The submission deadline is November 24, 2026, at 2:00 PM Eastern Time. An optional pre-quote conference is scheduled for October 8, 2026, and electronic questions are due by October 23, 2026.

What you must deliver

Monthly Firm-Fixed Price per Member for JACC, PASP, SSP, And PPP; Monthly Firm-Fixed Price per Employer of Record Management Fee; All-Inclusive Hourly Rates for Account Manager, Project Manager-FMS, Payroll and Invoice Manager, And Customer Service Manager; Non-Payroll Check Processing Fee; Stop Payment on Check; Statewide Criminal Background Checks; Annual Worker's Compensation Processing Fee; DMAHS-PPP Annual Worker's Compensation Policy; DMAHS-PPP Information and Assistance Services; DMAHS-PPP Financial Counseling; State Plan 4F Deficit Assessment; Private Plan 4F Deficit Assessment; State Plan Experience Rating Assessment; Catastrophic Illness Fund Assessment

How it's scored

Technical Evaluation Criteria (Personnel, Experience of firm, Ability of firm to complete the Scope of Work based on its Technical Quote), Price Evaluation

SUMMARY

The State of New Jersey Department of the Treasury Division of Purchase and Property, on behalf of the Department of Human Services (DHS), is soliciting proposals for statewide Fiscal Management Services (FMS), bill payment, and administrative services.

The contractor will provide services for DHS programs including Jersey Assistance for Community Caregiving (JACC), Personal Assistance Services Program (PASP), Support Service Provider (SSP), and Personal Preference Program (PPP), allowing participants to self-direct and manage services and budgets. Estimated volume includes approximately 6,000 program Participants generating an average of 12,000 telephone calls per month. Requirements include establishing a physical site within a 50-mile radius of Trenton, NJ, maintaining a $25 million line of credit, background checks, EVV compliance, payroll processing, and electronic portal access. The submission deadline is November 24, 2026, at 2:00 PM Eastern Time. An optional pre-quote conference is scheduled for October 8, 2026, and electronic questions are due by October 23, 2026.

EVALUATION CRITERIA

Technical Evaluation Criteria (Personnel, Experience of firm, Ability of firm to complete the Scope of Work based on its Technical Quote), Price Evaluation

REQUIRED DELIVERABLES

14
  • Monthly Firm-Fixed Price per Member for JACC, PASP, SSP, And PPP
  • Monthly Firm-Fixed Price per Employer of Record Management Fee
  • All-Inclusive Hourly Rates for Account Manager, Project Manager-FMS, Payroll and Invoice Manager, And Customer Service Manager
  • Non-Payroll Check Processing Fee
  • Stop Payment on Check
  • Statewide Criminal Background Checks
  • Annual Worker's Compensation Processing Fee
  • DMAHS-PPP Annual Worker's Compensation Policy
  • DMAHS-PPP Information and Assistance Services
  • DMAHS-PPP Financial Counseling
  • State Plan 4F Deficit Assessment
  • Private Plan 4F Deficit Assessment
  • State Plan Experience Rating Assessment
  • Catastrophic Illness Fund Assessment

REQUIRED ATTACHMENTS

Offer and Acceptance Page, Ownership Disclosure Form, Disclosure of Investment Activities in Iran Form, Disclosure of Investigations and Other Actions Involving Vendor, MacBride Principles Form, Subcontractor Utilization Plan, Source Disclosure Form, Confidentiality and Commitment to Defend, Certification of Non-Involvement in Prohibited Activities in Russia or Belarus, State-Supplied Price Sheet, State of New Jersey Security Due Diligence Third-Party Information Security Questionnaire, Business Registration Certificate, Certificate of Insurance / ACORD, Proof of Affirmative Action Compliance

REQUIRED STAFFING

6
Account ManagerProject Manager-FMSPayroll and Invoice ManagerCustomer Service ManagerDMAHS-PPP Information and Assistance ServicesDMAHS-PPP Financial Counseling
Submit to
www.njstart.gov
Duration
60 months
Scope location
Trenton, NJ
Reported agency
Division of Purchase and Property

Questions about this RFP

How do I respond to this RFP from Board of Public Utilities | State of New Jersey?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 24, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: www.njstart.gov. For questions, contact Jared Rodriguez.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including Board of Public Utilities | State of New Jersey in NJ, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Jared Rodriguez at (609) 341-3500. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: Account Manager, Project Manager-FMS, Payroll and Invoice Manager, Customer Service Manager, DMAHS-PPP Information and Assistance Services, DMAHS-PPP Financial Counseling. Proposers should demonstrate relevant qualifications and experience for each required role.

What are the key deliverables?

The solicitation specifies the following deliverables: Monthly Firm-Fixed Price per Member for JACC, PASP, SSP, And PPP; Monthly Firm-Fixed Price per Employer of Record Management Fee; All-Inclusive Hourly Rates for Account Manager, Project Manager-FMS, Payroll and Invoice Manager, And Customer Service Manager; Non-Payroll Check Processing Fee; Stop Pay. Proposals should clearly address how each deliverable will be met.

Can I search RFPs like this in ChatGPT or Claude?

Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.

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What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical Evaluation Criteria (Personnel, Experience of firm, Ability of firm to complete the Scope of Work based on its Technical Quote), Price Evaluation" Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from Board of Public Utilities | State of New Jersey?

All active and historical solicitations from Board of Public Utilities | State of New Jersey are tracked and searchable. As a state agency, Board of Public Utilities | State of New Jersey regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What is the contract term for this solicitation?

The anticipated contract term is 3 years. Contract terms may include renewal options.

Is this solicitation still open for submissions?

Based on the posted deadline of November 24, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Offer and Acceptance Page, Ownership Disclosure Form, Disclosure of Investment Activities in Iran Form, Disclosure of Investigations and Other Actions Involving Vendor, MacBride Principles Form, Subco. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from Board of Public Utilities | State of New Jersey for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: Trenton, NJ. Review the full solicitation for detailed scope requirements.

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