RFP No. 19MX53-20-R-0002 for Life Insurance Services.docx

RFP NO. 19MX53-20-R-0002

PART II: GROUP LIFE INSURANCE

SECTION A

Cover page SF-33.

PART I: HEALTH INSURANCE

SECTION B - PRICE

Paragraph B.1 is RESERVED.

Paragraph B.2 is RESERVED.

Paragraph B.3 is RESERVED.

Paragraph B.4 is RESERVED.

SECTION B

PRICE

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 the Embassy and Consulates in Mexico. 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. RIDERS

B.5.1.1. APHIS are included under this contract only as a rider; the Contractor shall bill APHIS separately, at the rates specified below.

See Section G for billing procedures. Note that USG is not responsible, nor liable, for any riders.

B.5.2. TYPE OF CONTRACT

This is a fixed-price with economic-price- adjustment-requirements type contract.

(a) Orders will be placed by firm-fixed task orders.

(b) Individual orders shall be documented with a task order, see Exhibit 5.

B.5.3. CURRENCY

B.5.3.1. Offers and Payment in U.S. Dollars

U.S. firms are eligible to be paid in U.S. dollars. U.S. firms desiring to be paid in U.S. dollars should submit their offer in U.S. dollars. A U.S. firm is defined as a company which operates as a corporation incorporated under the laws of a state within the United States. Local companies are eligible to be paid in U.S. dollars provided that such company has a bank account in U.S. dollars at a Local Bank.

B.5.3.2. Offers and Payment in Pesos, Mexican Currency

Any firm that is not a U.S. firm is a foreign firm. Any local or foreign firm that does not meet the definition of a U.S. firm shall submit its prices and receive payment in local currency unless the foreign or local firm has a U.S. dollar bank account in Mexico.

B.5.3.3. Value Added Tax

Value Added Tax (VAT) is not applicable to this contract and shall not be included in the CLIN rates or Invoices.

B.6. FIXED PREMIUM RATES

The fixed prices/premium rates in Pesos, Mexican currency per one thousand of salary to provide life insurance, accidental death and total disability coverage are 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

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

a. Basic Life

20,668

b. Accidental Death

20,668

c. Total Permanent Disability Coverage

20,668

Subtotal (a+b+c):

Total Price for Base Year (x26):

B.6.1.2. Biweekly Rates per Bodyguard

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

a. Basic Life

b. Accidental Death

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

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

a. Basic Life

22,218

b. Accidental Death

22,218

c. Total Permanent Disability Coverage

22,218

Subtotal (a+b+c):

Total Price for First Option Year (x26):

B.6.2.2. Biweekly Rates per Bodyguard

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

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

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

B.6.3.2. Biweekly Rates per Bodyguard

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

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

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

B.6.4.2. Biweekly Rates per Bodyguard

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

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

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

B.6.5.2. Biweekly Rates per Bodyguard

(per 1,000 of salary) Estimated Payroll* (Bi-weekly in Thousands) Estimated Bi-weekly Total

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

B.6.6. GRAND TOTAL OF BASE PLUS ALL OPTION YEARS

NOTE TO OFFERORS: Do not include riders in the total price.

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. Bi-Weekly Retention Amounts per Employee

As per paragraph B.5.3., above, the retention amounts are in _____________ [Insert Currency].

The Retention Amounts per separate premium paid for each category of premium and for each period of performance.

Base Period

First Option Year

Second Option Year

Third Option Year

Fourth Option Year

NOTE TO OFFEROR: Fill in the fixed bi-weekly 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.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.5.1. 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 balance sheet showing three main components for the time period: (1) receipts (premiums received) minus the retention amount, (2) number of insurance plans and (3) claims paid. The information shall be provided per type of premium, ie per line item. The retention amount is not subject to adjustment. The Government reserves the right to select an independent third party to review the balance sheet and claims and make recommendations regarding the appropriateness of the requested adjustment. Any adjustment shall be subject to mutual agreement of the parties and shall result in a written modification to the contract. Mutually agreed to adjustments shall be effective thirty days after complete information is received by the Government. Any failure to reach agreement under this clause shall be subject to the procedures in the Disputes clause.

B.8.2. Premium Adjustment Based on Law

The rates may also be adjusted during the performance period of the contract as a result of laws enacted by the host Government, if such change in the laws has a direct impact on the cost to the Contractor to perform this contract at the rate contracted for herein. In that event, the Contracting Officer may enter into negotiations with the Contractor to modify the contract to adjust the premium rate. The Contractor agrees to provide all documentation necessary to support any requested adjustment.

B.8.2.1. Employee Pool

This clause is only in effect if the Contractor included details in its offer regarding a pooling arrangement, of which this contract is a part.

Before any adjustment is made under this price adjustment clause, the Contractor shall include in its proposal for adjustment, details setting forth how the pool impacts the request for equitable adjustment.

SECTION C

DESCRIPTION/SPECIFICATION/WORK STATEMENT

PART I - HEALTH INSURANCE

Paragraph C.1. is RESERVED.

SECTION C

DESCRIPTION/SPECIFICATION/WORK STATEMENT

C.2. GROUP LIFE INSURANCE

The Government of the United States of America requires group life insurance coverage for its employees, as further described in herein, in the U.S. Embassy Mexico City, U.S. Consulates, and other offices located in the Mexican territory. The Government has determined that the prevailing practice by employers in Mexico is that group life insurance coverage is representative of locally prevailing compensation practice and that the cost of such insurance protection is usually borne by the employer. Therefore, the Government desires to adopt such locally prevailing practice as part of its compensation plan for its employees as further described in C.2. The specific group insurance coverage under this contract is set forth in this part of Section C and the Exhibits in Section J.

C.2.1. Group Life Insurance Coverage

The amount of group life insurance coverage is as follows:

C.2.1.1. Amount of Employee Life Insurance – Natural Death

The amount of life insurance coverage for each employee is based upon 100% of premium costs.

The amount of Natural Death Coverage is the employee’s estate or employee’s named beneficiary will receive an amount equal to thirty-three (33) times the amount of monthly basic salary in the event the employee dies of natural causes.

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.

C.2.1.3. Total Permanent Disability Coverage

The employee will receive an amount equal to thirty-five (35) times the amount of monthly basic salary when employment ends due to total permanent disability.

C.2.2. Life Insurance Benefits Conditions and Limitations

Conditions and limitations on the entitlement to life insurance benefits under this contract are as follows:

No benefits shall be payable if an employee's death or other insurance event was caused directly or indirectly by war. War shall be defined as declared or non-declared war or any martial operations or invasion, hostile acts of foreign powers, rebellion, riot, civil war, uprising, mutiny, operations by military or usurpatory authorities, martial law or state of siege or any other similar event or reason for declaring martial law or war. A terrorist attack shall not be considered war.

No benefit shall be payable under this contract if the employee's bodily injuries have been caused directly or indirectly and totally or partially by:

1. Violating the law or in resisting detention or arrest,

2. Participation in competitions involving the use of wheeled vehicles, horses, boats or water skis,

3. An accident resulting from the employee being under the influence of alcohol, drugs or other toxic substance unless administered by a physician. Death as a result of a disease or physical or mental infirmities and medical or surgical treatment thereof (except pyogenic infection due to an accidental cut or wound) shall be considered a natural and not an accidental death. Suicide will not be covered.

4. Dependents are not covered. Retirees are not covered.

C.2.3 Eligible Participants

C.2.3.1. Eligible Employees. The employees eligible for the group life insurance coverage include the following:

C.2.3.1.1. All current active employees of the United States Government, employed within the geographic boundaries of Mexico, paid under the Local Compensation Plan, and certified by the Contracting Officer. Covered employees include:

C.2.3.1.2 Foreign Service Nationals (FSNs) employed under a non-temporary direct hire appointments, Personal Services Agreements (PSAs) and Personal Services Contracts (PSCs);

C.2.3.1.3. Locally hired U.S. citizens employed under direct hire appointments, PSAs, and PSCs.

C.2.3.1.4. Under a temporary direct hire appointment or PSA Fixed Term of one year or more.

C.2.3.2. Location of Employment

The individuals covered by C.2.3.1 must be employed within the geographic boundaries of Mexico by:

Department of Agriculture (USDA) Department of Commerce (DOC) Department of Defense (DOD) Department of Health and Human Services (HHS) Department of Homeland Security (DHS) Department of the Interior (DOI) Department of Justice (DOJ) Department of State (DOS) Department of Treasury (DOT) Department of Energy (DOE) Department of Labor (DOL) Peace Corps Mexico (PC) United States Agency for International Development (USAID)

C.2.3.3 Participants Covered Under a Rider

C.2.3.3.1 All current active staff personally employed by APHIS. All costs for coverage of APHIS Staff are the responsibility of APHIS, not the U.S. Government.

C.2.3.3.2 RESERVED.

C.2.4 Individuals not Eligible for Coverage

C.2.4.1 RESERVED.

C.2.4.2 Employees working under temporary appointments; those working under a PSC or PSA that is time limited to less than one year; non-personal services contract personnel and their employees, supplied by an independent contractor licensed to do business in Mexico who provides services to other local organizations as well as to the U.S. Mission; employees working on an intermittent (When Actually Employed (WAE)) workweek schedule; employees of USAID institutional contractors; Peace Corps personal services contractors as indicated in MS 743; and Recreation Association employees.

C.2.5 RESERVED.

C.2.6 Eligibility and Effective Date

C.2.6.1 Term of Eligibility and Effective Date

Each current active eligible employee is enrolled for life insurance and disability benefits under this contract upon award and thereafter during the performance period of this contract. Each new eligible employee will be enrolled upon entering on duty with the United States Government. An employee is considered active ("on the rolls") whenever such employee is on approved leave, whether paid or unpaid.

During a period of Leave Without Pay (LWP) or unpaid leave that is one pay period or less, coverage under the insurance contract will continue. The USG will pay the total premium cost to the Contractor. The employee’s share of the premium will be collected through payroll deduction in that or the subsequent pay period.

C.2.6.2. Period of Ineligibility

Employees are not entitled to life insurance and disability benefits hereunder during any period of employment for which premiums are not paid.

During a period of extended (beyond one pay period) of Leave Without Pay (LWP) or unpaid leave, the employee is responsible for the full cost of the insurance premiums. The Mission will pay the premiums directly to the Contractor, and will collect the full cost from the employee on a quarterly basis. Alternatively, the employee may elect to have coverage cease if that employee prefers not to pay the premium.

C.2.7. Brochure Requirement

C.2.7.1. Quality and Language

The Contractor shall provide a document (brochure/pamphlet/other written document) in Spanish and English that sets forth a complete listing of the life insurance benefits to be provided under this contract. This brochure shall be provided in sufficient quantities so that each covered employee receives a hard copy and electronic version. The Contractor shall furnish all copies of the brochures to the COR, who will ensure that appropriate distribution is made.

C.2.7.2. Delivery

The Contractor shall provide the document described in C.2.7.1 shall be provided to the COR not later than 30 days after date of contract award. The Contractor shall provide additional brochures for new employees within (10) ten days of the COR’s request.

C.2.7.3. Contents

The Contractor assumes full responsibility for ensuring that the document described in C.2.7.1 accurately reflects the requirements of the contract, as implemented by the Contractor’s technical proposal. In all cases, the contract shall take precedence. Should the COR discover that the brochure contains inaccuracies, the Contractor will be notified in writing; however, failure on the part of the Government to notice any inaccuracies shall in no way limit, revise or otherwise affect the requirement under this contract for the Contractor to fully comply with all contract terms.

C.3. DEFINITIONS

SECTION D

PACKAGING AND MARKING

(RESERVED)

SECTION E

INSPECTION AND ACCEPTANCE

E.1. 52.2522 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates the following clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. In addition, the full text of a clause may be accessed electronically at: Acquisition.gov this address is subject to change.

If the Federal Acquisition Regulation (FAR) is not available at the location indicated above, use the Department of State Acquisition website at e-CFR to see the links to the FAR. You may also use an Internet “search engine” (for example, Google, Yahoo or Excite) to obtain the latest location of the most current FAR.

The following Federal Acquisition Regulation clause(s) is/are incorporated by reference:

CLAUSE TITLE AND DATE

52.246-4 INSPECTION OF SERVICES - FIXED PRICE (AUG 1996)

E.2. QUALITY ASSURANCE AND SURVEILLANCE PLAN (QASP)

This plan is designed to provide an effective surveillance method to promote effective Contractor performance. The QASP provides a method for the Contracting Officer's Representative (COR) to monitor Contractor performance, advise the Contractor of unsatisfactory performance, and notify the Contracting Officer of continued unsatisfactory performance. The Contractor, not the Government, is responsible for management and quality control to meet the terms of the contract. The role of the Government is to conduct quality assurance to ensure that contract standards are achieved.

Services Performs all the insurance services set forth in the Performance Work Statement (PWS)

C.1.0 thru C.3.

All required services are performed and no more than three (3) customer complaints is received per month.

E.2.1. Surveillance

The COR will receive and document all complaints from Government personnel regarding the services provided. If appropriate, the COR will send the complaints to the Contractor for corrective action.

E.2.2. Standard.

The performance standard is that the Government receives no more than three (3) customer complaints per month. The COR shall notify the Contracting Officer of the complaints so that the Contracting Officer may take appropriate action to enforce the inspection clause (FAR 52.246-4, Inspection of Services – Fixed Price (AUG 1996) or the appropriate Inspection of Services clause), if any of the services exceed the standard.

E.2.3. Procedures

E.3. QUALITY ASSURANCE TEAM (QAT)

The Contractor shall designate a Quality Assurance Team who shall be responsible for managing issues relating to section E.2. Upon receiving the complaints, the team shall take immediate corrective action to ensure effective operation. The team shall understand written and spoken English. The QAT shall provide an oral and written notice to the COR about the progress and solution of the complaint, setting 7 business days as a maximum response time. The QAT designated under this Contract are:

Note to Offeror: Please provide name of each individual that are part of the QAT, telephone number, and group e-mail.

SECTION F

DELIVERIES OR PERFORMANCE

F.1. 52.2522 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates the following clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. In addition, the full text of a clause may be accessed electronically at: Acquisition.gov this address is subject to change.

If the Federal Acquisition Regulation (FAR) is not available at the location indicated above, use the Department of State Acquisition website at e-CFR to see the links to the FAR. You may also use an Internet “search engine” (for example, Google, Yahoo or Excite) to obtain the latest location of the most current FAR.

The following Federal Acquisition Regulation clauses are incorporated by reference:

CLAUSE TITLE AND DATE

52.242-15 STOP WORK ORDER (AUG 1989)

52.242-17 GOVERNMENT DELAY OF WORK (APR 1984)

F.2. PERIOD OF PERFORMANCE

The performance period of this contract is one year after contract award with four (4) one-year options to renew.

F.3. OPTIONS

(a) The Government may extend this contract in accordance with the option clause at Section I, clause I.2, FAR Clauses Incorporated by Full Text (FAR 52.217-9, Option to Extend the Term of the Contract), which also specifies the total potential duration of the contract.

(b) The Government may exercise the option set forth at Section I, "FAR 52.217-8, Option to Extend Services".

F.4. REPORTS AND OTHER DELIVERABLES

All reports and other deliverables required under this contract shall be delivered to the following address:

Attn: Human Resources Office Paseo de la Reforma No. 305 06500 Mexico, D. F.

MexicoSegurosMV@state.gov

F.4.1. Deliverables

The Contractor shall deliver the following items under this contract:

· Within five (5) business days of receiving a new Task Order or a Task Order modification that revises the employees to be insured.

COR/GTM

Insurance Policies

COR/GTM

F.5. INSURANCE POLICIES

The Contractor shall provide individual insurance policies for all U.S. Government employees within (14) fourteen calendar days of receiving the corresponding Task Order. Insurance Policies shall be provided in electronic and paper format.

Insurance policies should end at 12:01 a.m. on Expiration Date, in other words, the insurance policies end at 12:01 a.m. on the date the period of the performance ends for the base or any option year.

SECTION G

CONTRACT ADMINISTRATION DATA

G.1. 652.242-70 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

(AUG 1999)

(a) The Contracting Officer may designate in writing one Government employee, by name or position title, to take action for the Contracting Officer under this contract. This designee shall be identified as a Contracting Officer’s Representative (COR). Such designation shall specify the scope and limitations of the authority so delegated; provided, that the designee shall not change the terms or conditions of the contract, unless the COR is a warranted Contracting Officer and this authority is delegated in the designation.

(b) The COR for this contract is Christian Alvarez-Maciel, Compensation and Legal Coordinator.

G.2 COR DUTIES

G.2.1 The COR is responsible for inspection and acceptance of services. These duties include review of Contractor invoices, including the supporting documentation required by the contract. The COR may provide technical advice, substantive guidance, inspections, invoice approval, and other purposes as deemed necessary under the contract.

G.2.2 In addition, the COR shall maintain updated list of employees insured, which will supersede the initial list provided under this contract and as reported to the insurer, without prejudice to the ineligibility clause.

G.2.3. The COR has the additional responsibility of maintaining the eligible listing of employees for insurance coverage.

G.2.4 The COR may not change the terms and conditions of the contract. However, the COR is authorized to provide the Contractor with updated listings of eligible employees. Additionally, the COR, on behalf of the Contracting Officer, may modify existing task orders or issue new task orders, reflecting these changes.

G.3. PAYMENT CURRENCY

Please refer to section B.5.3.

G.4. SUBMISSION OF INVOICES AND PAYMENT

G.4.1.1 . Electronic Invoices Requirements

To constitute a proper invoice, the invoice shall include all the items required by FAR 32.905, as well as the following minimum requirements:

1. Electronic Invoice;

1. Contractor’s name and complete legal address;

1. Contractor’s RFC;

1. Date issued;

1. Issue Invoice as follows:

Embajada de los Estados Unidos de América Paseo de la Reforma No. 305, Colonia Cuauhtemoc, Ciudad de México, C.P. 06500;

RFC: EEU930201289;

1. Period of performance being charged;

1. Contract number/Task Order Number;

1. List the items/services being provided by line item number as stated in the Contract or the Task Order

1. IVA broken down (if applicable);

1. Amounts shall be in numbers and spelled out;

If an invoice does not contain the above information, the United States Government reserves the right to reject the invoice as improper and return it to the Contractor within seven (7) calendars days. The Contractor must then submit a proper invoice.

G.4.1.2. Invoice Submission Instructions

The Contractor shall submit invoices, at the beginning of covered or quarterly period, per task order with the total quarterly amount within ten (10) days of receiving a fully approved task order. All task orders delivered to the Contractor shall include the total yearly amount, however, the payments shall be made in quarterly basis.

G.4.1.3 Adjustments

If applicable, the Contractor shall submit invoices, at the end of the covered period, per task order with the total amount of adjustments within ten (10 days) of receiving a fully approved task order.

G.4.1.4 . Address to Send Electronic Invoice

The Accounts Payable section of the U. S. Embassy Mexico City has a paperless Voucher processing system. As a result, invoices shall be submitted to the following electronic mails:

mexfmcinvoices@state.gov Cc: DelacruzFS@state.gov; MexicoSegurosMV@state.gov

G.4.2. Frequency of Payments

All funds under this contract will be obligated by issuance of task orders, as described in H.3 for all non-rider coverage. Each task order will fund a specific period of time and number of employees, and the task orders will be issued at the frequency described in H.3. Contractor may submit invoices quarterly for payment to be made at the beginning of the month for which insurance coverage is provided in accordance with FAR 32.404.

G.4.3. U.S. Government Employees

The Government shall make payments directly to the Contractor for all Government employees, whether or not the employee is contributing to the premium amount.

G.4.4. Riders

a. APHIS. The agency will make payment directly to the Contractor for the entire premium amount of the APHIS staff, whether or not the APHIS employee is contributing to the premium amount.

G.4.5. RESERVED.

G.5. REFUNDS TO THE GOVERNMENT

If at any time during performance of the contract the Government finds that the Contractor has been overpaid because the number of employees covered has decreased, the Contracting Officer may either allow that overpayment to be credited to the Government’s account or require that the Contractor refund the overpayment.

If FMC, on behalf of the Contracting Officer, requests a refund, the Contractor shall make that refund to the Government within ten (10) calendar days of receipt of the request. The COR/FMC shall submit to the Contractor the modified Task Order and the instructions to transfer the refund amounts. The Contractor will have thirty (30) calendar days to complete the refund upon reception of the modified Task Order and refund instructions. The Contractor shall be responsible for notifying FMC, Contracting Officer Representative and the Contracting Officer of the scheduled date of refund transfer so that the U.S. Government financial office is able to track the transfer.

G.6. VALUE ADDED TAX

Please refer to section B.5.3.3.

G.7 POST’S MANAGERIAL AND ADMINISTRATIVE SUPPORT

This Contract shall be managed by three (3) offices as outlined below:

G.8. CONTRACTOR’S MANAGERIAL AND ADMINISTRATIVE SUPPORT

The Contractor shall furnish all managerial and administrative support necessary to furnish the insurance under this contract.

G.8.1. Project Manager

The Contractor shall designate a Project Manager for the daily administration of this contract, as well as for any urgent requests. This Project Manager shall be the Contractor’s point of contact, shall have delegated authority to lead the project, and shall have close communication and meet with the Contracting Officer’s Representative (COR) as needed. The Project Manager shall be available at all times during the performance period of these services to receive and implement orders or special instructions from the Contracting Officer or Contracting Officer's Representative and ensure a smooth and effective operation.

In the event that the Project Manager is absent, an alternate shall serve as a replacement. The alternate shall be familiar with this contract and all cases in progress.

If there is a need to replace the Project Manager, the Contractor shall notify the COR at least five (5) business days prior to any transition. The Contractor’s Project Manager designated under this Contract is:

Project Manager:

Telephone Number(s):

E-mail Address:

G.8.2. Project Manager Requirements

The Project Manager shall have sufficient English language skills to be able to communicate with members of the U.S. Government staff and the administrative skills required to perform the administrative matters of this contract.

As evidence of English language skills, the Project Manager shall comply with the following level of English Proficiency:

SECTION H

SPECIAL CONTRACT REQUIREMENTS

H.1 SECURITY

On occasion, a Contractor employee may require entry into U.S. Government-owned or -operated facilities. If so, the Contractor should be prepared to provide the necessary identification to permit escorted access within that facility.

H.2. STANDARDS OF CONDUCT

The Contractor shall maintain satisfactory standards of employee competency, conduct, cleanliness, appearance, and integrity and shall be responsible for taking such disciplinary action with respect to employees as may be necessary. Each Contractor employee is to adhere to standards that reflect credit on themselves, their employer, and the United States Government.

H.3. ORDERING PROCEDURES

The Government will issue a task order as soon as possible after contract award to identify all employees to be covered by the insurance described in this contract and the coverage selected by each employee. The COR will make subsequent additions or deletions to this list in writing and provide the revised list to the Contractor. All such revisions shall be consolidated, and a new or modified task order will be issued by the COR and approved by the Contracting Officer. If any changes have been made to the coverage listing, the Government anticipates issuance of a modified task order on a yearly basis. The changes to the list of eligible individuals will supersede the initial list provided under prior task orders without prejudice to the ineligibility clause. Task orders will indicate the effective date of employment, for purposes of calculating the premium due.

H.3.1. Riders are not included under the task orders issued by the Contracting Officer. Because their coverage is under a rider, their employer is responsible for directly interacting with the Contractor to order any coverage for their employees. When contacted by the employer, the Contractor shall advise the person of the paperwork and payment that will be necessary to order coverage for the identified individuals. The Contractor may be contacted by more than one individual.

H.4. CONTRACTOR RESPONSIBILITY IN CLAIMS AND REIMBURSEMENT TO CLAIMANTS

H.4.1. General

The Contractor shall be responsible for all planning, estimating, programming, project management, scheduling, dispatching, supervision, and inspection of work. The Contractor shall maintain his own reference library of technical reference works and local laws and regulations, including current tariffs and registries. The Contractor shall treat the information provided by the Embassy concerning employee' personal data and salaries as highly sensitive and not divulge any employee information to unauthorized persons. The Contractor shall establish procedures for handling life insurance claims as follows:

(a) Administrative Records

(1) The Contractor shall maintain life insurance files for each covered employee including receipts and proof of paid claims.

(2) The Contractor shall provide the COR with the necessary up-to-date claim forms for each type of benefit that can be claimed under the contract. These forms shall specify a list of documents required to be appended to each claim and otherwise provide instructions for claim filing.

(3) The Contractor shall use the of the employees'/beneficiaries’ full names, per Birth Certificate or Identification card, in all transactions. The Contractor may be liable for any errors in the names.

(b) Payment of Life Insurance Benefits to Beneficiaries. The Contractor shall settle life insurance claims as follows:

(1) The Contractor shall provide forms for the designation of beneficiaries for the life insurance benefits to the COR. The Contractor shall assist all enrolled eligible employees to complete the designation of beneficiary forms and the COR shall keep them in their personnel folders. Upon the death of an enrolled employee, the COR shall provide this form to the Contractor.

(2) The Contractor shall pay the employee's named beneficiary, legal heir, or estate the total amount of the claim within 60 days from the date the Contractor receives a completed permanent disability or death claim. Payment shall be computed on the basis of the coverage as defined in Section C.2.0 and its subparagraphs.

(3) Settlement shall be made via electronic funds transfer (EFT) or via check.

H.5. REPORT REQUIREMENTS

The Contractor shall provide the following yearly report. The report must be received by the COR no later than the 10th day after the end of the period of performance of the base year or any option year. The report shall report on the previous months’ activities.

(a) Claims Report.

The report shall list all claims paid by the Contractor including the name, location (Embassy/Consulates) of the claimant, date claim is received by the Contractor, and the amount claimed. This report shall also include all outstanding claims and a brief description of why claim has not been paid.

H.6. MISCELLANEOUS CONTRACTOR REQUIREMENTS

H.6.1. General

The Contractor shall take all such steps as are necessary, and obtain and pay for all permits, taxes and fees as are required by the Mexican government to establish and/or operate a commercial venture locally. A contract with the U.S. Government conveys no special privileges or immunities to the Contractor. The Contractor is an independent commercial concern and not a part of the U.S. mission. The Contractor's employees are not U.S. Government employees. Registration of this contract with the Mexican government, if required by law, will be the sole responsibility of the Contractor, and any fees, taxes, or other duties shall be payable by the Contractor without recourse to the Government of the amounts thereof.

H.6.2. Licenses and Local Laws

The Contractor shall possess all permits, licenses, and any other appointments required for the prosecution of work under this contract, all at no additional cost to the Government. The Contractor shall perform this contract in accordance with local laws.

H.7. ERRONEOUS PAYMENTS

If the Government becomes eligible for a refund of payment because of erroneous overpayment or other cause, the Contractor shall refund the amounts or use them to offset future payments owed by the Government, whichever the Government prefers. The Contractor shall refund any refunds not complete or discovered after the completion date of this contract.

H.8. REQUIRING ACTIVITY

The requiring activity under this contract is the U.S. Embassy Mexico City.

H.9. AUTHORIZED ORDERING OFFICIALS

Those authorized to approve task orders under this contract are as follows:

· Any warranted Contracting Officer assigned to the General Services Office at the U.S. Embassy and Consulates in Mexico that they are permanently assigned to may sign the order(s) for their Post.

NOTE: All authority to change or modify the basic IDIQ contract, including the exercising of any options, remains with the Contracting Officer assigned to the General Services Office at the U.S. Embassy Mexico City.

H.10 SIGNATURE LIMITATIONS

The Contracting Officer shall not sign commercial contracts, agreements, or any other terms and conditions that are contrary to this Contract, U.S. Department of State regulations, or any Federal law or policy.

Additionally, the Contracting Officer is not required to provide copies of any kind of identification documents neither in hardcopy nor in electronic format.

SECTION I

CONTRACT CLAUSES

I.1. 52.2522 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. In addition, the full text of a clause may be accessed electronically at: Acquisition.gov this address is subject to change.

If the Federal Acquisition Regulation (FAR) is not available at the location indicated above, use the Department of State Acquisition website at e-CFR to see the links to the FAR. You may also use an Internet “search engine” (for example, Google, Yahoo or Excite) to obtain the latest location of the most current FAR.

The following Federal Acquisition Regulation clauses are incorporated by reference:

CLAUSE TITLE AND DATE

52.202-1 DEFINITIONS (JUN 2020)

52.203-3 GRATUITIES (APR 1984)

52.203-5 COVENANT AGAINST CONTINGENT FEES (MAY 2014)

52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (JUN 2020)

52.203-7 ANTI-KICKBACK PROCEDURES (JUN 2020)

52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (MAY 2014)

52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (JUN 2020)

52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS (JUN 2020)

52.203-17 CONTRACTOR EMPLOYEE WHISTLEBLOWER RIGHTS AND REQUIREMENT TO INFORM EMPLOYEES OF WHISTLEBLOWER RIGHTS (JUN 2020)

52.203-19 PROHIBITION ON REQUIRING CERTAIN INTERNAL CONFIDENTIALITY AGREEMENTS OR STATEMENTS (JAN 2017)

52.204-4 PRINTED OR COPIED DOUBLE-SIDED ON POSTCONSUMER FIBER CONTENT PAPER (MAY 2011)

52.204-7 SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

52.204-9 PERSONAL VERIFICATION OF CONTRACTOR PERSONNEL (JAN 2011)

52.204-10 REPORTING EXECUTIVE COMPENSATION AND FIRST-TIER SUBCONTRACT AWARDS (JUN 2020)

52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE (OCT 2018)

52.204-18 COMMERCIAL LAND GOVERNMENT ENTITY CODE MAINTENANCE (JUL 2016)

52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS AND CERTIFICATIONS (DEC 2014)

52.204-23 PROHIBITION ON CONTRACTING FOR HARDWARE, SOFTWARE, AND SERVICES DEVELOPED OR PROVIDED BY KASPERSKY LAB AND OTHER COVERED ENTITIES (JUL 2018)

52.204-25 PROHIBITION ON CONTRACTING FOR CERTAIN TELECOMMUNICATION AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT (AUG 2020)

52.209-6 PROTECTING THE GOVERNMENT’S INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (JUN 2020)

52.209-9 UPDATES OF PUBLICLY AVAILABLE INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)

52.210-1 MARKET RESEARCH (JUN 2020)

52.215-2 AUDIT AND RECORDS - NEGOTIATION (JUN 2020)

52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

52.215-11 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA – MODIFICATIONS (JUN 2020)

52.215-13 SUBCONTRACTOR CERTIFIED COST OR PRICING DATA -

MODIFICATIONS (JUN 2020)

52.215-21 REQUIREMENTS FOR COST OR PRICING DATA OR INFORMATION OTHER THAN COST OR PRICING DATA--MODIFICATIONS (JUN 2020)

52.222-19 CHILD LABOR – COOPERATION WITH AUTHORITIES AND REMEDIES (JAN 2020)

52.222-50 COMBATTING TRAFFICKING IN PERSONS (JAN 2019)

52.223-18 ENCOURAGING CONTRACTOR POLICIES TO BAN TEXT MESSAGING WHILE DRIVING (JUN 2020)

52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

52.224-2 PRIVACY ACT (APR 1984)

52.224-3 PRIVACY TRAINING (JAN 2017)

52.225-5 TRADE AGREEMENTS (OCT 2019)

52.225-13 RESTRICTIONS ON CERTAIN FOREIGN PURCHASES (JUN 2008)

52.225-14 INCONSISTENCY BETWEEN ENGLISH VERSION AND TRANSLATION OF CONTRACT (FEB 2000)

52.228-3 WORKERS’ COMPENSATION INSURANCE (Defense Base Act) (JUL 2014)

52.228-4 WORKERS’ COMPENSATION AND WAR – HAZARDS INSURANCE OVERSEAS (APR 1984)

52.228-5 INSURANCE-WORK ON A GOVERNMENT INSTALLATION (JAN 1997)

52.229-6 TAXES - FOREIGN FIXED PRICE CONTRACTS (FEB 2013)

52.232-1 PAYMENTS (APR 1984)

52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

52.232-11 EXTRAS (APR 1984)

52.232-17 INTEREST (MAY 2014)

52.232-18 AVAILABILITY OF FUNDS (APR 1984)

52.232-24 PROHIBITION OF ASSIGNMENT OF CLAIMS (MAY 2014)

52.232-25 PROMPT PAYMENT (JAN 2017)

52.232-33 PAYMENT BY ELECTRONIC FUNDS TRANSFER - SYSTEM FOR AWARD MANAGEMENT (OCT 2018)

52.232-34 PAYMENT BY EFT – OTHER THAN SAM (JULY 2013)

52.232-40 PROVIDING ACCELERATED PAYMENTS TO SMALL BUSINESS SUBCONTRACTORS (DEC 2013)

52.233-1 DISPUTES (MAY 2014) Alternate I (DEC 1991)

52.233-3 PROTEST AFTER AWARD (AUG 1996)

52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

52.237-2 PROTECTION OF GOVERNMENT BUILDINGS, EQUIPMENT, AND VEGETATION (APR 1984)

52.242-13 BANKRUPTCY (JULY 1995)

52.243-1 CHANGES (AUG 1987) – Alternate I (APR 1984)

52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (JUN 2020)

52.246-25 LIMITATION OF LIABILITY - SERVICES (FEB 1997)

52.246-26 REPORTING NONFORMING ITEMS (JUN 2020)

52.248-1 VALUE ENGINEERING (OCT 2010)

52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED PRICE) (APRIL 2012)

52.249-8 DEFAULT - FIXED PRICE SUPPLY AND SERVICE (APR 1984)

I.2. FEDERAL ACQUISITION REGULATION (FAR) CLAUSES INCORPORATED IN FULL TEXT

I.2.1. 52.216-18 ORDERING (AUG 2020)

(a) Any supplies and services to be furnished under this contract shall be ordered by issuance of delivery orders or task orders by the individuals or activities designated in the Schedule. Such orders may be issued from the first day of ongoing performance period through the last day of that performance period.

(b) All delivery orders or tsk orders are subject to the terms and conditions of this contract. In the event of conflict between a delivery order or task order and this contract, the contract shall control.

(c) A delivery order or task order is considered “issued” when –

(1) If sent by mail (includes transmittal by U.S. mail or private delivery service), the Government deposits the order in the mail;

(2) If sent by fax, the Government transmits the order to the Contractor’s fax number; or

(3) If sent electronically, the Government either –

(i) Posts a copy of the delivery order or task order to a Government document access system, and notice is sent to the Contractor; or

(ii) Distributes the delivery order or task order via email to the Contractor’s email address.

(d) Orders may be issued by methods other than those enumerated in this clause only if authorized in the contract.

(End of clause)

I.2.2. 52.216-19 ORDER LIMITATIONS (OCT 1995)