19BB2118R0005-0001_Solicitation_Amendment.pdf

Solicitation 19BB2118R0005 Amendment 0001 Continuation Sheet

The solicitation is amended as follows:

1. The solicitation due date has been extended:

BLOCK 9 OF STANDARD FORM 33, SOLICITATION

Sealed offers in original and 3 copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in Wildey, St. Michael until 16:30 local time 04/09/2018.

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No.

52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

2. Sections B.2.3. through B.2.8 projected estimated number of employees by premium category has been updated.

3. Section B.7.2 – Retention table removes disability column.

4. Section B.6 – Removes the Partial and Total disability coverage.

5. Section J – Corrected staffing data and provided additional demographic information.

6. The requirement to obtain DBA Insurance has been removed. Deleted DBA insurance clause 52.228-3 and section in L.2 that required offerors to obtain DBA insurance coverage from DOL insurance providers.

See attached replacement pages.

Category Estimated Number of Employees Rate per Employee Bi-Weekly Total

a. Single Employees ( Self Only) 53

b. Employee + 1 33

c. Family Plan 34

Bi-Weekly Rates per Employee

B.2.3. Base Year of Contract

d. Subtotal (a + b + c)

e. Total Price for Base Year (d x 26)

Category Estimated Number of Employees Rate per Employee Bi-Weekly Total

a. Single Employees ( Self Only) 55

b. Employee + 1 39

c. Family Plan 36

Bi-Weekly Rates per Employee

B.2.5. Second Option Year of Contract

d. Subtotal (a + b + c)

e. Total Price for Second Option Year (d x 26)

Category Estimated Number of Employees Rate per Employee Bi-Weekly Total

a. Single Employees ( Self Only) 54

b. Employee + 1 36

c. Family Plan 35

Bi-Weekly Rates per Employee

B.2.4. First Option Year of Contract

d. Subtotal (a + b + c)

e. Total Price for First Option Year (d x 26)

B.2.8. Grand Total of Base plus All Option Years

Base Year Total First Option Year Total Second Option Year Total Third Option Year Total Fourth Option Year Total

Grand Total of Base plus All Option Years

Category Estimated Number of Employees Rate per Employee Bi-Weekly Total

a. Single Employees ( Self Only) 57

b. Employee + 1 45

c. Family Plan 38

Bi-Weekly Rates per Employee

B.2.7. Fourth Option Year of Contract

d. Subtotal (a + b + c)

e. Total Price for Fourth Option Year (d x 26)

Category Estimated Number of Employees Rate per Employee Bi-Weekly Total

a. Single Employees ( Self Only) 56

b. Employee + 1 42

c. Family Plan 37

Bi-Weekly Rates per Employee

B.2.6. Third Option Year of Contract

d. Subtotal (a + b + c)

e. Total Price for Third Option Year (d x 26)

PART II: PRICE - GROUP LIFE INSURANCE

B.5. GROUP LIFE INSURANCE SERVICES

The Contractor shall provide the Group Life Insurance services described herein to employees of the Government of the United States of America in Barbados. The groups of employees who shall be provided this insurance are listed in C.2.3. This insurance shall be provided in accordance with Section C and the Exhibits in Section J.

B.5.1. Official Residence Expense (ORE) Staff are included under this contract only as a rider; the Contractor shall bill the Chief of Mission and Deputy Chief of Mission (for ORE Staff), at the rates specified below. See Section G for billing procedures.

B.6. GROUP LIFE INSURANCE RATES

This is a fixed-price with economic-price- adjustment-requirements type contract under which the Government will issue firm-fixed price task orders. The fixed prices/premium rates per one thousand Barbados dollars of salary to provide life insurance, accidental death and dismemberment coverage are as follows:

Type of Insurance Premium

(per 1,000 of Salary) Estimated Payroll

(Bi-Weekly) Bi-Weekly Total

a. Basic Life 395600

b. Accidental Death & Dismemberment 395600

Bi-Weekly Rates per Employee

B.6.1. Base Year of Contract

c. Subtotal (a + b)

d. Total Price for Base Year (c x 26)

Type of Insurance Premium

(per 1,000 of Salary) Estimated Payroll

(Bi-Weekly) Bi-Weekly Total

a. Basic Life 451445

b. Accidental Death & Dismemberment 451445

Bi-Weekly Rates per Employee

B.6.4. Third Option Year of Contract

c. Subtotal (a + b)

d. Total Price for Third Option Year (c x 26)

Type of Insurance Premium

(per 1,000 of Salary) Estimated Payroll

(Bi-Weekly) Bi-Weekly Total

a. Basic Life 432005

b. Accidental Death & Dismemberment 432005

Bi-Weekly Rates per Employee

B.6.3. Second Option Year of Contract

c. Subtotal (a + b)

d. Total Price for Second Option Year (c x 26)

Type of Insurance Premium

(per 1,000 of Salary) Estimated Payroll

(Bi-Weekly) Bi-Weekly Total

a. Basic Life 413402

b. Accidental Death & Dismemberment 413402

Bi-Weekly Rates per Employee

B.6.2. First Option Year of Contract

d. Total Price for First Option Year (c x 26)

B.6.6. Grand Total of Base plus All Option Years

Base Year Total First Option Year Total Second Option Year Total Third Option Year Total Fourth Option Year Total

Grand Total of Base plus All Option Years

Type of Insurance Premium

(per 1,000 of Salary) Estimated Payroll

(Bi-Weekly) Bi-Weekly Total

a. Basic Life 471760

b. Accidental Death & Dismemberment 471760

Bi-Weekly Rates per Employee

B.6.5. Fourth Option Year of Contract

d. Total Price for Fourth Option Year (c x 26)

B.7 ADMINISTRATIVE RETENTION AMOUNTS

B.7.1 If the Contractor requests a price adjustment under B.8 below, the Contractor must present cost experience data that includes the retention amount. For purposes of any economic price adjustment, this retention amount is a fixed amount that is a part of the premium amounts in B.6.

This retention amount will not be adjusted for any reason.

The retention amount is part of the premium and may include, but not be limited to, such costs as overhead and general and administrative costs. It will also include any profit. Essentially, it includes all costs except the actual portion of the premium intended to fund claims paid to the claimant.

B.7.2 sets forth the retention amounts per premium paid for each category of premium and for each period of performance.

NOTE TO OFFEROR: Fill in the fixed retention amounts for each period of performance and for each category of premium. This fixed amount must be expressed in the currency in which the premium amount is proposed. The fixed retention amount shall NOT be expressed in terms of a percentage of the premium.

B.7.2 Retention Amounts per Separate Premium Paid per Employee:

Period of Performance Basic Life Accidental Death and

Dismemberment

Base Period

First Option Year

Second Option Year

Third Option Year

Fourth Option Year

B.8 ECONOMIC PRICE ADJUSTMENT (EPA)-LIFE INSURANCE PREMIUMS

B.8.1. Premium Adjustment Based on Experience: For life insurance, prices may be adjusted upward or downward based on the experience rating of the Mission(s) covered by this contract, and it specifically excludes all riders in B.1.1. No adjustment will be allowed during the first twelve months. After such time, the Contractor or the Government may request an adjustment in premiums on an annual basis. Adjustments are not retroactive to previous contract terms. Before any such adjustment is made, the Contractor agrees to provide the Government a

SECTION J

LIST OF EXHIBITS/ATTACHMENTS

EXHIBIT A – EMPLOYEE STATISTICS

Grade No. of Employees Salary-Scale in Barbados Dollars 2 1 36,586 – 49,412 3 10 40,455 – 54,821 4 9 44,210 – 60,083 5 12 48,485 – 66,063 6 13 56,753 – 77,642 7 26 69,063 – 94,880 8 19 85,338 – 116,831 9 17 97,089 – 133,279 10 9 121,899 – 163,809 11 7 140,017- 189,165 12 0 163,820 – 222,494

EMPLOYEE DEMOGRAPHIC INFORMATION: CURRENT POLICY DOES NOT COVER

CHILDREN OVER 25 YRS

LES EMPLOYEE BY GENDER and

AGE RANGE

AGE

Number

Total Females Males

20-29 1 3 4

30-39 20 9 29

40-49 17 25 42

50-59 18 15 33

60-69 8 7 15

70-79 0 0 0

Total 64 59 123

LES EMPLOYEE SPOUSE BY

GENDER and AGE RANGE

AGE

Number

Total Females Males

20-29 2 0 2

30-39 8 0 8

40-49 12 2 14

50-59 7 6 13

60-69 1 2 3

Total 30 10 40

LES EMPLOYEE DEPENDENT CHILDREN

BY GENDER WITHIN AGE RANGE

AGE

Number

Total Females Males 0-23 36 41 77 Total 36 41 77

EXHIBIT B - ORE EMPLOYEES RIDER

Grade No. of Employees Salary-Scale in Barbados Dollars Custom 1 40,000 – 45,000 Custom 1 19,000 – 23,000 Custom 1 55,000 – 60,000 Custom 1 35,000 – 40,000

ORE EMPLOYEE BY GENDER

and AGE RANGE

AGE

NUMBER

Total Females Males

20-29 0 0 0

30-39 0 0 0

40-49 0 0 0

50-59 1 3 4

60-69 0 0 0

TOTAL 1 3 4

ORE EMPLOYEE SPOUSE BY GENDER

WITHIN AGE RANGE

AGE

Number

Total Females Males

20-29 0 0 0

30-39 0 0 0

40-49 1 0 1

50-59 1 0 1

60-69

Total 2 0 2

ORE EMPLOYEE DEPENDENT CHILDREN BY

GENDER and AGE RANGE

AGE

Number

Total Females Males 0-23 1 3 4 Total 1 3 4

SECTION L

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

L.1. SUBMISSION OF OFFERS

This solicitation is for the provision of insurance and services described in Sections C and J, under the terms and conditions set forth herein. Offerors may submit proposals for both health and life insurance services or may submit proposals on only one insurance plan, Part I-Health Insurance or Part II-Group Life Insurance.

L.2. SUMMARY OF INSTRUCTIONS. Each proposal must consist of the following separate volumes:

Volume Title Number of

Copies

Executed Standard Form 33, Solicitation Offer and Award, and completed Section K: REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF OFFERORS 2

Price Proposal and completed Section B: Supplies or Services and Price/Costs 2

3 Technical Proposal containing all technical factors and sub-factors 4

L.3. DELIVERY OF PROPOSALS AND EXCEPTIONS TO SOLICITATION. The offeror shall submit the complete offer to the address indicated at Block 7, if mailed, or Block 9, if hand delivered, of Standard Form 33, Solicitation, Offer and Award. Any deviation, exceptions, or conditional assumptions taken with respect to any of the instructions or requirements of this solicitation shall be identified and explained/justified in the appropriate volume of the offer.

L.4. CONTENTS OF PROPOSALS. The proposals shall contain documents filled out in strict conformance with the detailed instructions set forth as follows:

L.4.1. Volume 1 -- Standard Form 33: Complete Blocks 12 through 18, as appropriate and fill in all the blanks in Section K of this solicitation.

L.4.2. Volume 2 -- Price Proposal and fill in Section B.