Amendment 0002 - Life insurance.pdf

SBU - CONTRACTING AND ACQUISITIONS

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

PAGE OF PAGES

1 18

2. AMENDMENT/MODIFICATION NO.

3. EFFECTIVE DATE

October 27, 2020

4. REQUISITION/PURCHASE REQ. NO.

5. PROJECT NO. (If applicable)

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE

U.S. Embassy Mexico City

General Services Office/Contracts

Paseo de la Reforma No. 305

Colonia Cuauhtémoc

06500 Ciudad de Mexico

U.S. Embassy Mexico City

Human Resources Office

Paseo de la Reforma No. 305

Colonia Cuauhtémoc

06500 Mexico, D. F.

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, city, county, State, and ZIP Code)

9A. AMENDMENT OF SOLICITATION NO.

19MX53-20-R-0002 ☒☒☒☒ 9B. DATED (SEE ITEM 11)

September 9, 2020

10A. MODIFICATION OF CONTRACT/ORDER NO.

☐☐☐☐ 10B. DATED (SEE ITEM 13)

CODE: FACILITY CODE:

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

☒☒☒☒ The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers ☒☒☒☒ is extended, ☐☐☐☐ is not extended

Offerors must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c)

By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14. ☐☐☐☐ A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A. ☐☐☐☐ B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b) ☐☐☐☐ C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

☐☐☐☐ D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor ☐☐☐☐ is not, ☒☒☒☒ is required to sign this document and return ___1____ original(s) to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

The purpose of this amendment is to delete APHIS as riders from the solicitation, update the estimated payroll in section B Prices, change the wording in Section C.2.1.2. Amount of Accidental Death, and extending this solicitation Closing Date. Additionally, delete Section J, List of

Exhibits in its entirety and replace it with revised Section J, List of Exhibits stated herein. See attached continuation to this SF-30 with the specific changes to this Solicitation.

15A. NAME AND TITLE OF SIGNER (Type or print)

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

C. Melora Johnston

General Services Officer

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

16C. DATE SIGNED

NSN 7540-01-152-8070 STANDARD FORM 30 (revised 11/2016)

Previous edition unusable Prescribed by GSA FAR (48 CFR) 53.243

Continuation to SF-1449, Block 14

Amendment 0002 to

Solicitation Number 19MX53-20-R-0002

SECTION B - PRICE

1. APHIS

APHIS will not be considered riders under this solicitation; they will be considered U.S.G.

employees. Therefore, Section B.5.1. Riders is hereby deleted in its entirety and replaced to read as follows:

“B.5.1. RESERVED.”

2. Estimated Payroll

The estimated payroll for the Base year and each Option years are updated to reflect a recent update on the list of employees attached herein. Therefore, sections B.6.1. through B.6.5.2. are hereby deleted in its entirety and replaced to read as follows:

“B.6.1. BASE YEAR OF CONTRACT (12 MONTH)

As per paragraph B.5.3. above, prices are in __________ [Insert Currency].

B.6.1.1. Biweekly Rates per Employee

Type of Insurance Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life 22,441

b. Accidental Death 22,441

c. Total Permanent Disability

Coverage 22,441

Subtotal (a+b+c):

Total Price for Base Year (x26):

B.6.1.2. Biweekly Rates per Bodyguard

Type of Insurance Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life 328

b. Accidental Death 328

c. Total Permanent Disability

Coverage

Subtotal (a+b+c):

Total Price for Base Year (x26):

*estimated payroll does not include any Riders (B.5.1) **does not include any premiums for Riders

Total for B.6.1.1. and B.6.1.2.** $___________________ [Insert Amount].

B.6.2. FIRST OPTION YEAR OF CONTRACT (12 MONTH)

As per paragraph B.5.3. above, prices are in __________ [Insert Currency].

B.6.2.1. Biweekly Rates per Employee

Type of Insurance Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life 24,124

b. Accidental Death 24,124

c. Total Permanent Disability

Coverage 24,124

Subtotal (a+b+c):

Total Price for First Option Year (x26):

B.6.2.2. Biweekly Rates per Bodyguard

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 353 $

b. Accidental Death $ 353 $

c. Total Permanent Disability

Coverage

Subtotal (a+b+c): $

Total Price for First Option Year (x26): $

*estimated payroll does not include any Riders (B.5.1)

Total for B.6.2.1. and B.6.2.2.** $___________________ [Insert Amount].

B.6.3. SECOND OPTION YEAR OF CONTRACT (12 MONTH)

As per paragraph B.5.3. below, prices are in __________ [Insert Currency].

B.6.3.1. Biweekly Rates per Employee

Type pf Insurance Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 25,933 $

b. Accidental Death $ 25,933 $

c. Total Permanent Disability

Coverage

25,933

Subtotal (a+b+c): $

Total Price for Second Option Year (x26): $

B.6.3.2. Biweekly Rates per Bodyguard

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 380 $

b. Accidental Death $ 380 $

c. Total Permanent Disability

Coverage

Subtotal (a+b+c): $

Total Price for Second Option Year (x26): $

*estimated payroll does not include any Riders (B.5.1)

Total for B.6.3.1. and B.6.3.2.** $___________________ [Insert Amount].

B.6.4. THIRD OPTION YEAR OF CONTRACT (12 MONTH)

B.6.4.1. Biweekly Rates per Employee

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 27,878 $

b. Accidental Death $ 27,878 $

c. Total Permanent Disability

Coverage

27,878

Total Price for Third Option Year (x26): $

B.6.4.2. Biweekly Rates per Bodyguard

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 409 $

b. Accidental Death $ 409 $

c. Total Permanent Disability

Coverage

Subtotal (a+b+c): $

Total Price for Third Option Year (x26): $

Total for B.6.4.1. and B.6.4.2.** $___________________ [Insert Amount].

B.6.5. FOURTH OPTION YEAR OF CONTRACT (12 MONTH)

B.6.5.1. Biweekly Rates per Employee

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 29,969 $

b. Accidental Death $ 29,969 $

c. Total Permanent Disability

Coverage

29,969

Total Price for Fourth Option Year (x26): $

B.6.5.2. Biweekly Rates per Bodyguard

Premium

(per 1,000 of salary)

Estimated Payroll*

(Bi-weekly in

Thousands)

Estimated Bi-weekly Total

a. Basic Life $ 440 $

b. Accidental Death $ 440 $

c. Total Permanent Disability

Coverage $ 440 $

Subtotal (a+b+c): $

Total Price for Fourth Option Year (x26): $

Total for B.6.4.1. and B.6.4.2.** $___________________ [Insert Amount].”

SECTION C - DESCRIPTION/SPECIFICATION/WORK STATEMENT

3. The following subsection of Section C.2.1. Group Life Insurance Coverage is hereby corrected to read as follows:

From:

“C.2.1.2. Amount of Accidental Death

The employee's estate or employee will receive an amount equal to fifty (50) times the amount of monthly basic salary, in the event the employee is killed in an accident or work related death.”

To:

“C.2.1.2. Amount of Accidental Death

The employee's estate or employee will receive an amount equal to seventeen (17) times the amount of monthly basic salary, in addition to the life insurance benefit in C.2.1.1. (Natural Death), in the event the employee is killed in an accident or work related death.”

SECTION G - CONTRACT ADMINISTRATION DATA

4. The following bullet of Section G.4.4. is hereby deleted in its entirety and replaced to read as follows:

“G.4.4. Riders

a. RESERVED.”

SECTION J, LIST OF EXHIBITS

5. The following actions were made to Section J:

• APHIS will not be considered riders under this solicitation; they will be considered U.S.G. employees. The information provided in exhibit 2 - APHIS employees riders is merging with information provided in exhibit 1 - U.S.G. employees. As a result, exhibit 2 – APHIS Employees riders is hereby deleted in its entirety and replaced with “RESERVED”; and

• Employee Statistics and Employee Census tables provided in exhibit 1 are hereby deleted and replaced with the detailed list of employees.

Therefore, Section J, List of Exhibits is hereby deleted in its entirety and replaced to read as follows:

SECTION J

LIST OF EXHIBITS

Exhibit 1 – U.S.G. Employees

Exhibit 2 – APHIS Employees Riders

Exhibit 3 – Payment Registration Forms

• Pesos

• U.S. dollars

• U.S.D. in Mexican Bank

Exhibit 4 – How to Obtain a DUNS Number and Register to SAM

Exhibit 5 – Delivery/Task Order Form Sample

EXHIBIT 1

U.S.G. EMPLOYEES

1. LIST OF U.S.G. EMPLOYEES

Est of Employee Salaries (for informational purposes only).xlsx

Note to Offerors: Please note the list is updated periodically.

It is the U.S. Government’s intention to create/open ten (10) more positions for bodyguards.

2. NUMBER OF EMPLOYEES INSURED AND PREMIUM AMOUNTS

Contract Year**** No. of

Employees

Annual

Premium

End of Year

Revisions Total

2020 - 2021 1,744 $6,474,530.70 - $6,474,530.70

2019 - 2020 1,733 $5,470,621.40 $68,857.49 $5,539,478.89

2018 - 2019 1,714 $4,849,254.72 $92,378.20 $4,941,632.92

2017 - 2018 1,664 $4,042,936.41 $339,444.86 $4,382,381.27

2016 - 2017 1,619 $3,761,292.35 $133,897.52 $3,895,189.87

3. NUMBER OF LOSSES AND CLAIM AMOUNTS

Contract Year**** Natural Death Disability Total

20 - 21 (as of Oct 1, 2020)

$5,639,787.81 - $5,639,787.81

19 - 20 $3,521,109.57 - $3,521,109.57

18 - 19 - $1,030,072.96 $1,030,072.96

17 - 18 $4,671,951.57 $587,580.00 $5,259,531.57

16 - 17 $585,034.33 $216,475.00 $801,509.33

****Contract Year refers to March 1 to February 28.

EXHIBIT 2

APHIS EMPLOYEES RIDERS

(RESERVED)

EXHIBIT 3

PAYMENT REGISTRATION FORMS

PAYMENT REGISTRATION FORM - PESOS

Company Information

New Registration of Account Change of Account

Fiscal Name of the account holder

RFC (for Mexican Companies)

Name - Point of Contact

Telephone Number(s)

E-mail Address

Company Address

Bank information needed for EFT transfers in Pesos, Mexican Currency.

BANK INFORMATION

Bank Name

CLABE Interbancaria (18 digits)

Currency of Account MXN

If it is a collection account, please include the reference number:

Numeric reference:

Alphanumeric reference:

Signature Date

FMC approval

Note to Offeror: This form has to be signed and attached in PDF format.

PAYMENT REGISTRATION FORM – U.S. DOLLARS

PAYMENT REGISTRATION

TO A BANK IN THE UNITED STATES

Name of the account holder

Name - Point of Contact

Telephone Number

Address

DUNS Number

Vendor US Tax ID

Bank information needed for EFT transfers in U.S. Dollars to a Bank in the United

States

Bank Name

Bank Routing Number (must be 9 digits beginning with a 0,1,2 or 3)

Account Number

Currency of Account USD

FMC approval

Note to Offeror: This form has to be signed and attached in PDF format.

PAYMENT REGISTRATION - U.S. DOLLARS IN MEXICAN BANK

PAYMENT REGISTRATION

TO A BANK IN MEXICO

U. S. Dollars Bank Account

Name of the account holder

RFC (for Mexican Companies)

Name - Point of Contact

Telephone Number

Address

DUNS no.

Bank information needed for EFT transfers in U.S. Dollars to a U.S. Dollar Bank

Account in Mexico.

SWIFT Bank Mexico (Different from SWIFT Intermediate Bank)

CLABE Interbancaria (18 digits)

Currency of Account USD

INTERMEDIATE BANK

INFORMATION

SWIFT Intermediate Bank (Different from SWIFT Bank Mexico)

FMC approval _____________________________________

EXHIBIT 4

GUIDE FOR DUNS, NCAGE AND SAM REGISTRATION

1. BACKGROUND

To be eligible for an award, all prospective Offerors shall have a unique nine digit Data Universal Numbering System (DUNS) number; a Commercial and Government Entity (Cage)/North Atlantic Treaty Organization (Nato) = (NCage) Code; and register to System for Award Management (SAM). Refer to FAR 4.605(b). For further guidance, see the two attachments at the end of this Attachment.

Vendors have experienced difficulty registering in SAM. One of the most common issues is inaccurate address validation. SAM first validates that NATO Commercial and Government Entities (NCAGE) and Dun & Bradstreet (DUNS) addresses match. Following that, there is a check that the DUNS address matches what the entity has on file with their national central bank (NCB). The NCB address is pulled from the vendor’s primary bank account. Because SAM compares NCAGE and DUNS addresses before comparing DUNS and NCB addresses, entities occasionally correct addresses in both DUNS and NCAGE systems only to find out that they have to change those addresses again to match their NCB address.

NOTE: it is very important that each company/entity register with their fiscal company name and address in DUNS, NCAGE as well as in SAM and without misspelling/typos. The information shall match and be an exact copy in all registrations; otherwise, the process might take a minimum of four months.

2. DUNS NUMBER:

Offerors need a Data Universal Numbering System (DUNS) number to register their entity in SAM. DUNS numbers are unique for each physical location to be registered.

Offerors can request a DUNS number for free to do business with the U.S. Federal government by visiting Dun & Bradstreet (D&B) at http://fedgov.dnb.com/webform

It takes up to five (5) business days to obtain an international DUNS number.

3. NATO COMMERCIAL AND GOVERNMENT ENTITY (NCAGE) CODE:

Foreign entities shall obtain a NCAGE code for each DUNS number they plan to register in SAM before you start the registration process. Make sure the name and address information provided to obtain the NCAGE code matches that of the DUNS number. Allow up to three (3) business days to receive the NCAGE code.

The direct link to an online NCAGE request form is:

https://eportal.nspa.nato.int/AC135Public/scage/CageList.aspx

4. SYSTEM FOR AWARD MANAGEMENT (SAM)

Offerors should open an Individual User Account, (being sure to validate their email address to activate the user account), then Login and Register the entity in SAM at – www.sam.gov

Please allow plenty of time before the contract application deadline. Allow up to 10 business days after submission before the registration is active in SAM.

For further guidance, refer to the following attachments.

Qu ick G u id e fo r In te rn a tio n a l E n t ity R eg is tra n ts .p d f

SAM-ForOrg_NewRe g.pdf

EXHIBIT 5

TASK ORDER FORM (OF 347)

SECTION L

INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

6. Section L.3.2. Closing Date is hereby extended from Friday, October 30, 2020, before

12:00 p.m. (noon) to Wednesday, November 11, 2020, before 17:00 hours, central time.

Therefore, section L.3.2. is deleted in its entirety and replaced to read as follows:

“L.3.2. Closing Date

The complete offer shall be received via e-mail no later than Wednesday, November 11, 2020, 17:00 hours, central time, to the following e-mail address:

MexicoCityGSOContracts@state.gov