All correspondence must be made through the Vendor Portal. Specifications include, but are not limited to: The purpose of this request for proposals (“RFP”) is for the Utah Department of Health and Human Services (“DHHS”, the conducting procurement unit) to enter into a three-year contract with a single qualified Offeror to provide financial management services to Vulnerable Adults who were victims of Financial Exploitation in an effort to reduce recurrence, provide education on how to keep assets protected, and help with getting their finances back on track. The Contractor shall assist Vulnerable Adults who were victims of Financial Exploitation by: A. Assessing their financial needs relating to the exploitation. B. Providing education and developing a plan to protect their assets. C. Providing financial planning services to get their finances back on track and teaching financial decision-making skills to proactively protect their finances. D. Facilitating and hosting financial planning and education meetings. E. Providing interpretation services during financial planning and financial education services, if needed. F. Ensuring staff are informed about elder abuse and trauma that victims experience. G. Not upselling services not included in this contract to become Contractor’s client.
