Department of the Treasury, Office of Thrift Supervision (OTS), Procurement and Administrative Services, 1700 G Street, N.W., 3rd Floor, Washington, DC, 20552

R -- ELDER CARE AND LONG TERM CARE FOR OTS EMPLOYEES/RETIREES SOL SS2000-01 DUE 013100 POC Douglas Mason, Sr. Contract Specialist, Phone (202) 906-7624, Fax (202) 906-5648, Email douglas.mason@ots.treas.gov WEB: Visit this URL for the latest information about this, http://www.eps.gov/cgi-bin/WebObjects/EPS?ACode=R&;ProjID=SS2000-01&Loc ID=1767. E-MAIL: Douglas Mason, douglas.mason@ots.treas.gov. This synopsis is published pursuant to Federal Acquisition Regulation Subpart 5.205. This announcement IS NOT a formal solicitation. Availability of any formal solicitation, if such is the case, will be through a separate announcement. This synopsis is for planning purposes only and is not to be construed as a commitment by the Government, nor will the Government pay for information provided as a result of this solicitation. Respondents considered qualified will be considered in any resultant solicitation. The Office of Thrift Supervision (OTS), the financial regulatory agency responsible for regulating and supervising the nation_s thrift industry, is seeking to identify responsible insurance carriers (not brokers) capable of providing elder and long-term care programs for its employees/retirees. The services are identified below: ELDER CARE -- A dependent care referral service that can help employees locate caregivers, as well as provide educational materials on evaluating dependent care alternatives for elderly relatives. The contractor would provide the following services: . Have counselors available that can provide employees specific answers about nursing homes or other assisted-living communities, long-distance caregiving, aging and health problems, legal issues, or financial concerns of the elderly and understanding Medicare. . The counselors can also help evaluate alternative living arrangements or find respite care when the employee needs a break from caregiving. . They can also give employee tips on how best to cope with caring for elderly parents in their own home and refer them to local resources for further assistance. The contractor would not recommend specific care programs, but act as a consultant to help employees to determine what they need and then help them find it. The contractor would provide these services nationwide and have a toll free number available for employees to call. Eligibility -- All employees are eligible and automatically covered. Waiting Period -- none. LONG-TERM CARE PROGRAM -- An insurance carrier with experience in providing long term care programs. OTS_s program requirements are as follows: Eligibility = Employees, Spouses, Parents of Employee, Parents-in-Law of Employees, Retirees. Employee does not have to enroll for family members to be eligible. Age Limitation -- Enroll must be under age 80 when first enrolled. Enrollees are covered beyond age 79 as long as they are enrolled prior to age 80. Nursing Home Benefits -- Coverage for skilled nursing care, intermediate care, or a custodial care while in an approved nursing home up to 100% of the daily maximum benefit. Home Health Care Benefit -- Coverage for Home Health up to 50% of the daily maximum benefit. Adult Day Care -- Coverage for Adult Day Care up to 50% of the daily maximum benefit. Respite Care -- Coverage for temporary overnight stays in a nursing home or Respite Care Facility up to 100% of the daily maximum benefit. Limited to 14 days per calendar year. Eligibility for Benefits—Enrollee is eligible for benefits if either: (1) needs continued assistance in performing two or more of six Activities of Daily Living (ADL_s): . Dressing, Feeding, Toileting, Transferring, Continence, Taking Medication or (2) needs continued supervision because they suffer from cognitive impairment. Cognitive impairment means the deterioration of intellectual capacity as a result of Alzheimer disease or similar forms of senility or irreversible dementia. Prior confinement in any facility is not a requirement for benefits. Waiting Period -- The plan will not provide benefits until enrollees have satisfied a waiting period. The waiting period is defined as the number of days a person is confined in a nursing care facility or the number of home care visits or adult day care provided before benefits are payable. Waiting Period -- Option 1 30 days; Optoin 2 90 days. Daily and Lifetime Benefit Maximums: Daily Maximum Lifetime Maximum Option 1 $ 50 $100,000; Option 2 $100 $200,000; Option 3 $150 $300,000. Pre-Existing Condition Limitations -- None. Guaranteed Issue -- Initially all eligible employees and spouses can enroll without medical underwriting. Retirees, parents and parents-in-law will be required to fill out health questionnaires and will be medically underwritten. Newly hired employees may enroll without medical underwriting if they do so within 30 days of employment. Employees who do not enroll when first eligible will be subject to medical underwriting if they wish to enroll in the future. Waiver of Premium -- Premiums are waived after the first 90 days of confinement in a long-term care facility. Premium payments are waived until a patient is no longer confined in a facility. [Waiver of premium waiting period should coincide with benefit waiting period.] Return of Premium -- If premium payments are discontinued, a portion of premiums paid will be refunded based on the number of years the coverage was in force and less any benefits paid. Years in Force Portion Refunded Less than 5 years 0%; 5-9 25%; 10-14 50%; 15-19 75%; 20 or more 100%. Conversion Privilege -- Upon leaving OTS, current enrollees will have the option of continuing coverage by paying premiums directly to the insurance company. Inflation Protection -- Daily Benefit Maximums will automatically increase by $5 each year for the next 20 years, up to a maximum increase of $100. In addition, enrollees may elect an increased daily maximum once every two years. However, the premium for the increased amount will be based on their age at the time for the increase. Sources interested in these programs should provide a portfolio which includes information on their firm; data regarding providing similar coverage to the private and public sector; names of recent private and public sector clients; relevant experience applicable to meeting our requirement(s); and any other supportive information. All information provided will become the property of the Government in accordance with FAR 52.215-3. Responses should be provided to OTS nlt close of business on January 31, 2000. Posted 12/17/99 (D-SN409612). (0351)

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