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REQUEST FOR PROPOSALS (RFP)
BY
THE STATE OF CONNECTICUT
Office of the State Comptroller

Amendment to the Homecare Option Program for the Elderly Fund (HOPE) RFP

The purpose of this amendment to the HOPE RPF is to state the revised submission dates for submission of questions and proposals and to provide answers to questions that have been received by this office.

The following is the revised Proposal Schedule.

Proposal Schedule

I. From the date the Office of the State Comptroller issues this RFP until the date that it awards the Contract to the successful proposer, interested parties should not contact any employee of the State of Connecticut for additional information concerning this RFP, except in writing directed only to General Counsel, Karen Buffkin, at Office of the State Comptroller, 55 Elm Street, Hartford, CT 06106, or via email at Karen.Buffkin@po.state.ct.us. Interested parties should submit questions no later than October 16, 2007. Late questions may not receive answers. The Office of the State Comptroller will answer questions only in the form of one or more addenda to this RFP, and post them on its website, www.osc.state.ct.us under Requests for Proposals. Proposers have the responsibility to review that location for any addenda to this RFP.

For technical questions only, concerning issues or problems with access to or downloading of this RFP and associated information from the website, proposers may contact Sarah Ormerod by e-mail at Sarah.Ormerod@po.state.ct.us.

II. Sealed Proposals

 

Proposers must submit an original and four copies of their proposals in a SEALED envelope or carton, clearly marked with RFP HOPE, the date it is due, and the name and address of the law firm. Proposers may mail their proposal or deliver it in person to the address below, arriving no later than October 24, 2007 at 4:30 p.m. local time. Proposals will not be publicly opened on the due date. Proposals received after that time will not be accepted and will be sent back unopened. Postmark dates will not be considered as the basis for meeting any submission deadline. All proposals and other communications with the State regarding this RFP must be submitted in writing in sealed envelopes or cartons which clearly identify this RFP. Any material received that does not conform to this provision will be opened as general mail, which may not ensure the proposer's intent or that the materials arrive timely.

The following are answers to questions submitted to our office.

1) Will counsel be involved in drafting or revising the HOPE Disclosure Booklet?

 

Counsel would not draft the HOPE Disclosure Booklet, but would provide advice related to requirements for hiring a third party administrator for the fund.

2) Will counsel be involved in drafting or revising the HOPE Investment Guidelines/Investment Policy

 

Counsel would not draft the HOPE guidelines/policy, but would provide advice related to requirements for hiring a third party administrator for the fund.

3) Will counsel be involved in drafting or revising the HOPE state regulations or legislative Amendments

 

Counsel would advise Comptroller on any needed changes to legislation, but would not have responsibility for drafting

4) Will counsel be involved in drafting or revising or seeking request for federal income tax exemptions or special exemptions from ERISA or other pension fund related legislation, other than the SEC exemption referenced in the RFP?

 

Counsel would provide advice to the Comptroller on any other exemptions that may be needed in order for the program to operate in accordance with its stated mission, to provide investment options for individuals seeking to save to meet expenses not covered by or complimentary to a long term care policy.

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