HOPE06-23_-_Responses_to_Questions_(06-04-24).pdf

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HOPE06-23 - Financial Education and Money Management Program Consultant
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0000031522
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California

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This document is a response to questions received by the California HOPE for Children Trust Account Program Board regarding Request for Proposals (RFP) No. HOPE06-23 for a Financial Education and Money Management Program Consultant. The RFP is seeking proposals from qualified consultants experienced in designing programs that offer financial education and money management services. There is no current incumbent, as this is a new contract. The document provides clarification on the requirement to demonstrate that a corporation is in good standing with the state of California. It also confirms that HOPE will verify the current registration information on the California Secretary of State's website for any corporations submitting a proposal.

The related state and local contract opportunity is for the California HOPE Program, which was codified in Chapter 16.1 of the Welfare and Institutions Code. The program is seeking proposals from qualified consultants to provide financial education and money management services. There are no details provided regarding pricing terms, set asides, funding requirements and sources, or contract term and renewal options.

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STATE OF CALIFORNIA Fiona Ma, CPA, Treasurer

California Hope, Opportunity, Perseverance, and Empowerment (HOPE) for Children Trust Account Program Board

P. O. BOX 942809

SACRAMENTO, CA 94209-0001

Request for Proposals (RFP) No. HOPE06-23

Financial Education and Money Management Program Consultant

June 4, 2024

The following information is provided in response to questions received by the California HOPE for

Children Trust Account Program Board regarding RFP No. HOPE06-23 for a Financial Education and

Money Management Program Consultant.

Responses to Questions:

1. Is there a particular form that we need to provide to prove that we are in good standing with the state of California?

Response: There is no particular form that needs to be provided. In Section 8 of Attachment 2, Proposal/Proposer Certification Sheet, corporations can provide their Corporation Number. Per the attachment instructions: Enter your corporation number assigned by the California Secretary of

State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

It is important to note that both domestic and foreign corporations (those incorporated outside of

California) must be in good standing to be qualified to do business in California. If a proposal is received from a corporation, HOPE will determine whether the corporation is in good standing by verifying the current registration information on the California Secretary of State’s website.

2. Is there an incumbent? What is their name? What is the contract number?

Response: There is no current incumbent, this is a new contract.

File details come from the government source that posted it. Updated .