19GE5024R0025- Pre-proposal presentation.pdf

Health Insurance Services for Locally Employed Staff

U.S. Embassy Baku, Azerbaijan

Solicitation No. 19GE5024R0025

PART 1: GENERAL INFORMATION

PART 2: PROPOSAL PACKAGE

• PRICE PROPOSAL

• TECHNICAL PROPOSAL

PART 3: PROPOSAL SUBMISSION

PART 4: EVALUATION OF PROPOSALS

PRESENTATION

STRUCTURE

The Solicitation Package (email) contains:

1. Solicitation Document - 19GE5024R0025

2. Attachments I to IV

PART 1: GENERAL

INFORMATION

PART 1: GENERAL

• Health insurance services, starting August 3, 2024.

• This is a fixed price with economic price adjustment requirements type contract under which will be issued firm, fixed-price task orders.

• Quantities in this contract are estimates. The Government does not guarantee these estimated quantities.

• The contract will be for a one-year base period from the contract start date, with four (4) one-year option periods.

• The Offeror shall fill in all the prices for the Base Year as well as for all option years.

Registration Requirements:

System for Award Management (SAM): www.sam.gov

NOTE: Companies in the process of obtaining a SAM registration may still submit an offer, however award shall only be made to a company that has successfully registered.

PART 1: GENERAL

http://www.sam.gov/

Volume 1: Price Proposal

PART 2: PROPOSAL

PACKAGE

The three areas of Pricing Data:

1. Standard Form 1449 (SF-1449)

2. B.4.3. Pricing Summary

3. Attachment I - Price schedule

SF-1449 (Page 1 of Solicitation document)

1. Insert company name, address, telephone number, UEI number

2. Offer amount

3. Signature of Offeror

4. Name and title of Signer

5. Date signed

B.4.3. Pricing Summary

• Complete the Pricing Summary in Section B (page 7 of the Solicitation document - Paragraph B.4.3)

• State the currency of the offer

Attachment I - Price schedule

1. Fill in unit prices for CLINS 0001 to 0006 – for the Base Year

1. Fill in unit prices for CLINS for all of the 4 option years

• Value Added Tax (VAT) is not applicable to this contract and shall not be included in the CLIN prices or invoices because the U.S. Embassy has a tax exemption certificate from the host government.

Value Added Tax (VAT)

The offeror is required to complete all Representations, Certifications, and other Statements of Offerors or Respondents and other certifications required in Section K (see pages 37 to 55 of the Solicitation).

Section K Representations and Certifications

The offeror is required to check either “does” or “does not”:

Example:

Section K Representation and Certifications

Volume 1: your Price Proposal shall contain:

1. A completed solicitation, which includes the SF-1449 cover page blocks 12, 17, and 30 as appropriate, plus any SF30’s (Amendments), if any, filled-in;

2. Section B, Pricing, The offeror must insert proposed pricing for all line items listed in Attachment I - Price schedule, input estimated totals at paragraph B.4.3. Pricing Summary, as well as list the currency of its offer

3. Section K, Representation and Certifications (pages 37 to 55 of the solicitation)

4. SAM Registration: The offeror is required to be registered in the System for Award Management (SAM) database, in accordance with FAR 52.204-7 (visit sam.gov)

5. IRS Form W-14 (if applicable, in accordance with 52.229-12) “Attachment III – Form W- 14”

Volume 1: Price Proposal See 52.212-1 Addendum - INSTRUCTIONS TO

OFFERORS

(see page 59 of the Solicitation document)

Volume 2: Technical Proposal

PART 2: PROPOSAL

PACKAGE

1. Strategic Plan - Provide a Strategic Plan that describes the approach you will use to successfully perform the services as described in the Performance Work Statement (PWS).

Your plan shall include, but is not limited to:

a. A thorough and clear description of the methods, processes, and procedures for ensuring performance meets the standards of the PWS (see Section C).

b. The offeror’s knowledge, history, and familiarity in providing health insurance to groups of employees.

c. Evidence that your company can provide the necessary personnel, equipment, and financial resources needed to perform the work.

d. Evidence of a functioning document security plan to demonstrate how the company will ensure safe handling and storage of Embassy Staff PII (personal identification information).

Volume 2: Technical Proposal See 52.212-1 Addendum - INSTRUCTIONS TO

OFFERORS (page 60 of the Solicitation document)

1.Strategic Plan (continuation)

e. Detailed information regarding the pool that will apply to the employees under this contract.

The size of the pool, whether it is a mixture of commercial and government (if applicable), alternative pools that are available in the event the economic price adjustment clause becomes effective. It shall be stated if no pool applies.

f. Tax Identification Certificate (TIN) issued by the Government of Azerbaijan as well as annual letter of tax clearance.

g. List of Subcontractors (if applicable) – Provide a list of subcontractors indicating what portions of the work will be performed by them. Specify the percentage of work that will be sub-contractor. If the offeror will not use subcontractors, that shall be stated.

h. List of In-Network Medical Providers – Offeror shall provide a list of all medical providers that are covered under the health insurance plan, including hospitals, clinics, laboratories, dentists, opticians, and pharmacies.

i. A description of how, and at what monetary level, the offeror will maintain an adequate reserve level to pay claims.

Volume 2: Technical Proposal

1.Strategic Plan (continuation)

j. A description of how the offeror will provide the Embassy regular monthly reports on claims submission, processing times, claim expenditures, and other matters important to good overall management of the contract.

k. A description of the offeror’s claims workflow system and timeframes at each processing point to fully process claims (from initial receipt to final settlement).

l. A description of the offeror’s customer service system and mechanism for receiving and promptly addressing customer inquiries and complaints.

m. Either:

(a) a copy of the Certificate of Insurance, or

(b) a statement that the contractor will get the required insurance, and the name of the insurance provider to be used.

n. Licensing Information

Volume 2: Technical Proposal

2. Management Plan - Provide a Management Plan that describes how your company will obtain and manage personnel and resources to successfully perform the work detailed in the PWS. Your plan shall, but is not limited to:

a. Detailed information demonstrating that the offeror understands the requirement listed in Section C of the solicitation. Provide a work plan, considering all work elements in Section C to demonstrate a clear understanding of the work requested in this solicitation (this includes confirmation the Benefits levels requested in the solicitation are being offered).

b. Key Personnel: The Government considers the offeror´s Project Manager to be key personnel under the resulting contract from this solicitation. The offeror shall provide a detailed resume and experience of this individual.

c. A description of the offeror's Quality Management Plan, which shall ensure that services are rendered as specified in the PWS;

Volume 2: Technical Proposal

2. Management Plan (continuation)

d. The offeror shall demonstrate how it shall fully comply with DOSAR clause 652.242-73 Authorization and Performance (Aug 1999) - proving that they are authorized to operate and do business in Azerbaijan;

e. Notwithstanding the submission in Volume I, submit completed Sections K. in this Section of Volume II. In addition:

1) If the offeror has checked (i) in provision K.1 - Contractor Recruitment of Third Country Nationals, provide a Recruitment Plan and a Housing Plan

2) If the offeror has checked (ii) in provision K.1 - Contractor Recruitment of Third Country Nationals, provide a Recruitment Plan

f. Provide a Compliance plan, as per FAR 52.222-50.

See Paragraph C.1.12- Recruitment Of Third Country Nationals For Performance On Department Of State Contracts (May 2023) – page 17 of the solicitation.

Volume 2: Technical Proposal

3. Past Performance Information. Provide all references for recent and relevant contracts and/or projects for past performance evaluation.

1. To be considered recent, services must have been provided any time within the last three (3) years of issuance date of the solicitation.

2. To be considered relevant, services must be, or have been, similar scope, magnitude, and complexity as all of the services described in the PWS.

a) For each past performance points of contact provided, offerors must provide the following information to the contracting officer:

• Company/Division name/Contracting Agency/Customer Name

• Description of service provided

• Contract number (if applicable)

• Contract value

• Period of performance

• Verified, up-to-date name, address, email of the company’s point of contact.

Volume 2: Technical Proposal

OFFERORS (page 61 of the Solicitation document)

Summary of proposal instructions:

Each offer must consist of the following physically separate volumes:

• Volume 1: Price Proposal: One (1) Electronic version sent via email

• Volume 2: Technical Proposal: One (1) Electronic version sent via email

PART 3: PROPOSALS

SUBMISSION

OFFER DUE DATE

Proposals must be emailed with the header “PROPOSAL 19GE5024R0025,” no later than Friday, April 12, 2024, 15:00 hrs. CEST.

• baltaa@state.gov

• gallonea@state.gov

IMPORTANT: Only email your proposals to the 2 above email addresses!

OFFER DUE DATE

(see page 59 of the Solicitation) mailto:baltaa@state.gov mailto:gallonea@state.gov

The Government will award a contract resulting from this solicitation to the responsible offeror (as determined within the meaning of FAR Part 9, paragraph 9.104), whose offer conforms to the solicitation and is determined to be the lowest price technically acceptable offer. The evaluation shall include the following:

• Compliance Review

• Technical evaluation and Past Performance review

• Price Evaluation

EVALUATION OF PROPOSALS

(see page 63 of the Solicitation)

Submit questions per email to:

BaltaA@State.gov

No later than April 1st, 2024, 15:00 C.E.S.T.

QUESTIONS AND ANSWERS

mailto:BaltaA@State.gov