RFP 19MX5326R0004-Life Insurance.pdf

RFP 19MX5326R0004

Group Life Insurance Services

SECTION A – COVER PAGE

See SF-33

SECTION B – PRICES

JAMES ZADROGA 9/11 VICTIMS HEALTH AND COMPENSATION ACT OF 2010 NOTICE:

UNLESS A WAIVER OR EXCEPTION APPLIES, PAYMENTS SUBSEQUENT TO THIS

PROCUREMENT ARE SUBJECT TO AN EXCISE TAX OF 2% PERSUANT TO 26 U.S.C. 5000C.

B.1 GROUP LIFE INSURANCE SERVICES

The Contractor shall provide Group life Insurance services described herein to employees of the Government of the United States of America (USG) in the Embassy and Consulates in Mexico and their eligible dependents as described in Section C. This insurance shall be provided in accordance with Section C and the Exhibits in Section J.

B.1.1 Riders

The following employees are included under this contract only as a rider. See Section G for billing procedures. Note that USG is not responsible, nor liable, for any riders.

B.1.1.1 Official Residence Expense (ORE)

Official Residence Expense (ORE) Staff are included under this contract solely as a rider. The Contractor shall issue a separate policy specifically for ORE coverage and submit a separate invoice to the U.S. Embassy in Mexico for payment of the premiums associated with this coverage. Premiums shall be charged at the rates specified below.

B.2 PRICES

B.2.1 Type Of Contract

This is a Fixed-Price, Indefinite-Quantity, Definite-Delivery, Requirements type contract with Economic Price Adjustment, providing for upward and downward revision of the stated contract price upon the occurrence of specified contingencies. Neither the Contractor, nor the Government may benefit from the Economic Price Adjustments. The Government anticipates the need for recurring requirements but cannot predetermine the precise quantities of services needed for a definite period. This contract type provides for filling all actual requirements for insurance services during a specified contract period, with deliveries or performance to be scheduled by placing multiple fixed-price variable quantity task orders with the contractor. Orders under this contract may be funded fully or incrementally throughout the period of performance specified in the contract term, option periods and Task Orders.

B.2.2 Currency

B.2.2.1 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 and its Territories. 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.2.2.2 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.2.3 Value Added Tax

Value Added Tax (VAT) is not applicable to either U.S. firms or Local Companies; therefore, it shall not be included in U.S. firms’ rates or Invoices.

B.2.4 GROUP LIFE INSURANCE RATES

As per paragraph B.2.2, above, prices are shown in [insert currency: _________________]

* NOTE TO OFFERORS: This solicitation requires the submission of prices under two distinct pricing methodologies: B.2.5 Salary‑Based Rates and B.2.6 Age‑Based Rates.

Offerors shall propose complete and fully supported pricing for both methodologies using the Pricing Schedules contained in Section B of this RFP and in strict accordance with the Solicitation Instructions set forth in Section L. The U.S. Government will evaluate both pricing methodologies in accordance with the Evaluation Criteria in Section M and will determine which methodology, and corresponding offer, represents the best overall value to the U.S. Government.

B.2.5 Salary‑Based Rates

The fixed prices/premium rates for the Group life insurance services as specified in Section C are as follows:

B.2.5.1 Base Year The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.1.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrolla

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 31,168 $ $

b. Accidental Death 31,168 $ $

c. Total Permanent Disability 31,168 $ $ a Estimated Payroll does not include any Riders (B.1.1)

CLIN SUBCLIN Type of Insurance

Estimated Payrolla

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

Subtotal (a + b + c): $ Estimated Total for Base Year (Subtotal x26) for Regular Employees: $

B.2.5.1.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrollb

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 229 $ $

b. Accidental Death 229 $ $

c. Total Permanent Disability 229 $ $

Subtotal (a + b + c): $ Estimated Total for Base Year (Subtotal x26) for Bodyguards: $

B.2.5.1.3 Base Year Total Estimated Total Price for Base Year (Subtotal x26) for Regular Employees: $ Estimated Total Price for Base Year (Subtotal x26) for Bodyguards: $ Estimated Base Year Total $

B.2.5.2 First Option Year The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.2.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrollc

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 32,414 $ $

b. Accidental Death 32,414 $ $

c. Total Permanent Disability 32,414 $ $

Subtotal (a + b + c): $ Estimated Total for First Option Year (Subtotal x26) for Regular Employees: $ b Estimated Payroll does not include any Riders (B.1.1) c Estimated Payroll does not include any Riders (B.1.1)

B.2.5.2.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrolld

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 238 $ $

b. Accidental Death 238 $ $

c. Total Permanent Disability 238 $ $

Subtotal (a + b + c): $ Estimated Total for First Option Year (Subtotal x26) for Bodyguards: $

B.2.5.2.3 First Option Year Total Estimated Total Price for First Option Year (Subtotal x26) for Regular Employees:

Estimated Total Price for First Option Year (Subtotal x26) for Bodyguards: $ Estimated First Option Year Total $

B.2.5.3 Second Option Year The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.3.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrolle

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 33,711 $ $

b. Accidental Death 33,711 $ $

c. Total Permanent Disability 33,711 $ $

Subtotal (a + b + c): $ Estimated Total for Second Option Year (Subtotal x26) for Regular Employees: $

B.2.5.3.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrollf

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 247 $ $

b. Accidental Death 247 $ $

c. Total Permanent Disability 247 $ $ d Estimated Payroll does not include any Riders (B.1.1) e Estimated Payroll does not include any Riders (B.1.1) f Estimated Payroll does not include any Riders (B.1.1)

CLIN SUBCLIN Type of Insurance

Estimated Payrollf

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

Subtotal (a + b + c): $ Estimated Total for Second Option Year (Subtotal x26) for Bodyguards: $

B.2.5.3.3 Second Option Year Total Estimated Total Price for Second Option Year (Subtotal x26) for Regular Employees:

Estimated Total Price for Second Option Year (Subtotal x26) for Bodyguards:

Estimated Second Option Year Total $

B.2.5.4 Third Option Year The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.4.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrollg

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 35,059 $ $

b. Accidental Death 35,059 $ $

c. Total Permanent Disability 35,059 $ $

Subtotal (a + b + c): $ Estimated Total for Third Option Year (Subtotal x26) for Regular Employees: $

B.2.5.4.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrollh

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 257 $ $

b. Accidental Death 257 $ $

c. Total Permanent Disability 257 $ $

Subtotal (a + b + c): $ Estimated Total for Third Option Year (Subtotal x26) for Bodyguards: $ g Estimated Payroll does not include any Riders (B.1.1) h Estimated Payroll does not include any Riders (B.1.1)

B.2.5.4.3 Third Option Year Total Estimated Total Price for Third Option Year (Subtotal x26) for Regular Employees:

Estimated Total Price for Third Option Year (Subtotal x26) for Bodyguards: $ Estimated Third Option Year Total $

B.2.5.5 Fourth Option Year The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.5.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrolli

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 36,462 $ $

b. Accidental Death 36,462 $ $

c. Total Permanent Disability 36,462 $ $

Subtotal (a + b + c): $ Estimated Total for Fourth Option Year (Subtotal x26) for Regular Employees: $

B.2.5.5.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrollj

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 268 $ $

b. Accidental Death 268 $ $

c. Total Permanent Disability 268 $ $

Subtotal (a + b + c): $ Estimated Total for Fourth Option Year (Subtotal x26) for Bodyguards: $

B.2.5.5.3 Fourth Option Year Total Estimated Total Price for Fourth Option Year (Subtotal x26) for Regular Employees:

Estimated Total Price for Fourth Option Year (Subtotal x26) for Bodyguards:

Estimated Fourth Option Year Total $ i Estimated Payroll does not include any Riders (B.1.1) j Estimated Payroll does not include any Riders (B.1.1)

B.2.5.6 52.217-8 Extension The fixed prices/premium rates per one thousand of salary to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.5.6.1 Bi-Weekly Rates per Regular Employee

CLIN SUBCLIN Type of Insurance

Estimated Payrollk

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 37,920 $ $

b. Accidental Death 37,920 $ $

c. Total Permanent Disability 37,920 $ $

Subtotal (a + b + c): $ Estimated Total for 52.217-8 Extension (Subtotal x13) for Regular Employees: $

B.2.5.6.2 Bi-Weekly Rates per Bodyguard

CLIN SUBCLIN Type of Insurance

Estimated Payrolll

(Bi-weekly in Thousands)

Premium (per 1,000 of salary)

Estimated Bi-weekly Total

a. Basic Life 278 $ $

b. Accidental Death 278 $ $

c. Total Permanent Disability 278 $ $

Subtotal (a + b + c): $ Estimated Total for 52.217-8 Extension (Subtotal x13) for Bodyguards: $

B.2.5.6.3 52.217-8 Extension Total Estimated Total Price for 52.217-8 Extension (Subtotal x13)for Regular Employees:

Estimated Total Price for 52.217-8 Extension (Subtotal x13) for Bodyguards:

Estimated 52.217-8 Extension Total $ k Estimated Payroll does not include any Riders (B.1.1) l Estimated Payroll does not include any Riders (B.1.1)

B.2.6 Age-Based Prices

The fixed prices/premium rates for the Group life insurance services as specified in Section C are as follows:

B.2.6.1 Base Year The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.1.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantitym Monthly

Rate Annual Rate

0001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

0002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

0003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $

c. Total Permanent Disability 715 $ $

0004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $

0005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Base Year Total Price for Regular Employees $

B.2.6.1.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityn Monthly

Rate Annual Rate

0006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

0007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

0008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $ m Estimated Quantity does not include any Riders (B.1.1) n Estimated Quantity does not include any Riders (B.1.1)

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityn Monthly

Rate Annual Rate

c. Total Permanent Disability 17 $ $

0009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

0010 +71

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated Base Year Total Price for Bodyguards $

B.2.6.1.3 Base Year Total Estimated Base Year Total Price for Regular Employees: $ Estimated Base Year Total Price for Bodyguards: $ Estimated Base Year Total $

B.2.6.2 First Option Year The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.2.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityo Monthly

Rate Annual Rate

1001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

1002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

1003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $

c. Total Permanent Disability 715 $ $

1004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $

1005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Total Price for First Option Year $ o Estimated Quantity does not include any Riders (B.1.1)

B.2.6.2.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityp Monthly

Rate Annual Rate

1006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

1007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

1008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $

c. Total Permanent Disability 17 $ $

1009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

1010 +71

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated First Option Year Total Price for Bodyguards $

B.2.6.2.3 First Option Year Total Estimated First Option Year Total Price for Regular Employees: $ Estimated First Option Year Total Price for Bodyguards: $ Estimated First Option Year Total $

B.2.6.3 Second Option Year The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.3.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityq Monthly

Rate Annual Rate

2001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

2002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

2003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $ p Estimated Quantity does not include any Riders (B.1.1) q Estimated Quantity does not include any Riders (B.1.1)

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityq Monthly

Rate Annual Rate

c. Total Permanent Disability 715 $ $

2004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $

2005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Total Price for Second Option Year $

B.2.6.3.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityr Monthly

Rate Annual Rate

2006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

2007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

2008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $

c. Total Permanent Disability 17 $ $

2009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

2010 +71

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated Second Option Year Total Price for Bodyguards $

B.2.6.3.3 Second Option Year Total Estimated Second Option Year Total Price for Regular Employees: $ Estimated Second Option Year Total Price for Bodyguards: $ Estimated Second Option Year Total $ r Estimated Quantity does not include any Riders (B.1.1)

B.2.6.4 Third Option Year The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.4.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantitys Monthly

Rate Annual Rate

3001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

3002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

3003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $

c. Total Permanent Disability 715 $ $

3004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $

3005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Total Price for Third Option Year $

B.2.6.4.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityt Monthly

Rate Annual Rate

3006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

3007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

3008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $

c. Total Permanent Disability 17 $ $

3009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

3010 +71 a. Basic Life 0 $ $ s Estimated Quantity does not include any Riders (B.1.1) t Estimated Quantity does not include any Riders (B.1.1)

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityt Monthly

Rate Annual Rate

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated Third Option Year Total Price for Bodyguards $

B.2.6.4.3 Third Option Year Total Estimated Third Option Year Total Price for Regular Employees: $ Estimated Third Option Year Total Price for Bodyguards: $ Estimated Third Option Year Total $

B.2.6.5 Fourth Option Year The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.5.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityu Monthly

Rate Annual Rate

4001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

4002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

4003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $

c. Total Permanent Disability 715 $ $

4004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $

4005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Total Price for Fourth Option Year $

B.2.6.5.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityv Monthly

Rate Annual Rate

4006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $ u Estimated Quantity does not include any Riders (B.1.1) v Estimated Quantity does not include any Riders (B.1.1)

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityv Monthly

Rate Annual Rate

c. Total Permanent Disability 0 $ $

4007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

4008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $

c. Total Permanent Disability 17 $ $

4009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

4010 +71

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated Fourth Option Year Total Price for Bodyguards $

B.2.6.5.3 Fourth Option Year Total Estimated Fourth Option Year Total Price for Regular Employees: $ Estimated Fourth Option Year Total Price for Bodyguards: $ Estimated Fourth Option Year Total $

B.2.6.6 52.217-8 Extension The fixed monthly prices/premium rates per Age-Group to provide Basic Life, Accidental Death and Total Permanent Disability insurance coverage are as follows:

B.2.6.6.1 Monthly Rates per Regular Employee

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityw Monthly

Rate 6-Month

5001 18-30

a. Basic Life 89 $ $

b. Accidental Death 89 $ $

c. Total Permanent Disability 89 $ $

5002 31-45

a. Basic Life 823 $ $

b. Accidental Death 823 $ $

c. Total Permanent Disability 823 $ $

5003 46-60

a. Basic Life 715 $ $

b. Accidental Death 715 $ $

c. Total Permanent Disability 715 $ $

5004 61-70

a. Basic Life 67 $ $

b. Accidental Death 67 $ $

c. Total Permanent Disability 67 $ $ w Estimated Quantity does not include any Riders (B.1.1)

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityw Monthly

Rate 6-Month

5005 +71

a. Basic Life 3 $ $

b. Accidental Death 3 $ $

c. Total Permanent Disability 3 $ $

Estimated Total Price for 52.217-8 Extension $

B.2.6.6.2 Bi-Weekly Rates per Bodyguard

CLIN Age- Group SUBCLIN Type of Insurance Estimated

Quantityx Monthly

Rate 6-Month

5006 18-30

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

5007 31-45

a. Basic Life 16 $ $

b. Accidental Death 16 $ $

c. Total Permanent Disability 16 $ $

5008 46-60

a. Basic Life 17 $ $

b. Accidental Death 17 $ $

c. Total Permanent Disability 17 $ $

5009 61-70

a. Basic Life 1 $ $

b. Accidental Death 1 $ $

c. Total Permanent Disability 1 $ $

5010 +71

a. Basic Life 0 $ $

b. Accidental Death 0 $ $

c. Total Permanent Disability 0 $ $

Estimated 52.217-8 Extension Total Price for Bodyguards $

B.2.6.6.3 52.217-8 Extension Total Estimated 52.217-8 Extension Total Price for Regular Employees: $ Estimated 52.217-8 Extension Total Price for Bodyguards: $ Estimated 52.217-8 Extension Total $ x Estimated Quantity does not include any Riders (B.1.1)

B.3 GRAND TOTAL

As per paragraph B.2.2, above, Grand Total is shown in [insert currency: _________________]

B.3.1 Salary‑Based Rates

Base Year Total $ First Option Year Total $ Second Option Year Total $ Third Option Year Total $ Fourth Option Year Total $ Extended 6-Month Period Total $

GRAND TOTAL $

B.3.2 Age-Based Prices

Base Year Total $ First Option Year Total $ Second Option Year Total $ Third Option Year Total $ Fourth Option Year Total $ Extended 6-Month Period Total $

GRAND TOTAL $

B.4 MINIMUM AND MAXIMUM AMOUNTS

During the Base Year of the contract, and during the option year that might be exercised, the United States Government (USG) shall place orders totaling a minimum of $3,000.00USD. This reflects the contract minimum guarantee for each period of performance. The amount of all orders, for base and all option years shall not exceed TBD [This amount will be included based on the premium rates offered by the awarded company]. This reflects the contract maximum.

B.5 ADMINISTRATIVE RETENTION AMOUNTS

B.5.1 Definition of Retention Amount

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 health care provider/claimant. B.5.3 sets forth the retention amounts per premium paid for each category of premium and for each period of performance.

The retention amount is a fixed portion of the premium established in Section B.2, Prices, and shall not be subject to adjustment for any reason. The retention amount includes, but is not limited to, overhead, general and administrative expenses, and profit. It comprises all costs other than the portion of the premium intended to fund claims paid to the claimant. Section B.5.3 specifies the applicable retention amounts per premium paid for each category of premium and for each period of performance.

B.5.2 Fixed Retention Amount

If the Contractor submits a request for an economic price adjustment pursuant to Section B.6, the Contractor shall provide detailed, audited cost experience data that clearly identifies and itemizes the retention amount. For purposes of any economic price adjustment, the retention amount is a fixed component of the premium rates established in Section B.2. This retention amount shall be treated as fixed for the duration of the contract and shall not be subject to adjustment for any reason.

B.5.3 Retention Amounts per Premium

As per paragraph B.2.2, above, retention amounts are shown in [insert currency:

B.5.3.1 Retention Amount for Salary-Based Premiums Retention Amounts per separate premium paid for each category of premium and for each period of performance.

B.5.3.1.1 Bi-Weekly Retention Amount per Regular Employee

Period of Performance Basic Life Accidental Death Total Disability Coverage

Base Period $ $ $

First Option Year $ $ $

Second Option Year $ $ $

Third Option Year $ $ $

Fourth Option Year $ $ $

52.217-8 Extension $ $ $

* NOTE TO OFFEROR: Fill in the fixed retention amounts above for each period of performance and for each category of premium. This fixed amount shall 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.5.3.1.2 Bi-Weekly Retention Amount per Bodyguard

Period of Performance Basic Life Accidental Death Total Disability Coverage

Base Period $ $ $

First Option Year $ $ $

Second Option Year $ $ $

Third Option Year $ $ $

Period of Performance Basic Life Accidental Death Total Disability Coverage

Fourth Option Year $ $ $

52.217-8 Extension $ $ $

* NOTE TO OFFEROR: Fill in the fixed retention amounts above for each period of performance and for each category of premium. This fixed amount shall 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.5.3.2 Retention Amount for Age-Based Premiums Retention Amounts per separate premium paid for each category of premium and for each period of performance.

B.5.3.2.1 Monthly Retention Amount per Regular Employee

Period of Performance

Age Group Basic Life Accidental Death Total Disability

Coverage

Base Period

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

First Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Second Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Third Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Fourth Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Period of Performance

Age Group Basic Life Accidental Death Total Disability

Coverage

52.217-8 Extension

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

* NOTE TO OFFEROR: Fill in the fixed retention amounts above for each period of performance and for each category of premium. This fixed amount shall 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.5.3.2.2 Monthly Retention Amount per Regular Employee

Period of Performance

Age Group Basic Life Accidental Death Total Disability

Coverage

Base Period

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

First Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Second Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Third Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

Fourth Option Year

18-30 $ $ $ 31-45 $ $ $ 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

52.217-8 Extension 18-30 $ $ $ 31-45 $ $ $

Period of Performance

Age Group Basic Life Accidental Death Total Disability

Coverage 46-60 $ $ $ 61-70 $ $ $ +71 $ $ $

* NOTE TO OFFEROR: Fill in the fixed retention amounts above for each period of performance and for each category of premium. This fixed amount shall 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.6 ECONOMIC PRICE ADJUSTMENT-GROUP LIFE INSURANCE

PREMIUMS

B.6.1 Premium Adjustment Based on Experience

For group 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.

B.6.1.1 Period to Request Adjustments.

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.

B.6.1.2 Requirements to Request Adjustments

Before the Government exercises any economic price adjustment, the Contractor shall provide supporting documentation substantiating the basis for the requested adjustment. This documentation shall clearly identify the information by Contract Line Item Number (CLIN) as priced under Section B.2 and shall specify: (1) the type of premium (e.g., Basic Life, Accidental Death, Total Disability Coverage); (2) the applicable employee group (e.g., Regular Employees, Bodyguards); and (3) the contract year to which the data applies. All supporting documentation shall correspond to the immediate previous contract year and shall include, at a minimum:

a. A balance sheet, audited and certified by an independent third party, showing the following components for the relevant period:

i. Receipts (total premiums paid by the U.S. Government). The Contractor shall break out these receipts into: (a) the portion attributable to the retention amount and (b) the portion attributable to claims funding, and shall present this breakdown separately for each type of premium (e.g., Basic Life, Accidental Death, Total Disability Coverage), for each employee group (e.g., Regular Employees, Bodyguards), and for each policy.

ii. The number of insurance plans in force, by type of premium (e.g., Basic Life, Accidental Death, Total Disability Coverage), by employee group, and by policy.

iii. Claims paid, by type of premium (e.g., Basic Life, Accidental Death, Total Disability Coverage), by employee group, and by policy.

b. A certification from an independent third party confirming that all claims have been paid in accordance with the contract coverage and applicable local insurance policies and regulations.

B.6.1.3 Retention Amount The retention amount will remain fixed and is not subject to adjustment. Economic Price Adjustments will apply solely to the portion of the premium allocated for the payment of claims.

B.6.1.4 Additional Third Party Review The Government reserves the right to have an independent third party review the balance sheet and claims and make recommendations regarding the appropriateness of the requested adjustment.

B.6.1.5 Mutual Agreement 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.6.2 Premium Adjustment Based on Laws

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 contracted rate. 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.

SECTION C – DESCRIPTION/SPECIFICATION/WORK STATEMENT

C.1 GROUP LIFE INSURANCE SERVICES

The Government of the United States of America requires group life insurance coverage for its employees at the U.S. Embassy in Mexico City, U.S. Consulates, and other U.S. offices located within 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 outlined in this Section C and in accordance with the terms and conditions specified throughout this contract.

C.1.1 Group life Insurance Coverage

The amounts of life insurance coverage for each employee, as outlined below, are based on 100% of the premium cost, irrespective of the payment status of the policy or the specific date within the contract year to which the coverage applies.

The group life insurance coverage amounts are as follows:

C.1.1.1 Amount of Basic Life Insurance for Employee Natural Death

The employee's estate or employee’s named beneficiary(ies) will receive an amount equal to thirty-two (32) times the amount of monthly basic salary, in the event the employee dies of natural causes

C.1.1.2 Amount of Accidental Death

The employee's estate or employee’s named beneficiary(ies) will receive an amount equal to forty-six (46) times the amount of monthly basic salary, in the event the employee is killed in an accident and in case of work-related death.

C.1.1.3 Total Permanent Disability

The employee will receive an amount equal to forty (40) times the amount of monthly basic salary when employment ends due to total permanent disability.

C.1.2 Life Insurance Benefits Conditions and Limitations

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

C.1.2.1 Exclusions for War-Related Events

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.

C.1.2.2 Other Exclusions

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:

a) Violating the law or in resisting detention or arrest,

b) Participation in competitions involving the use of wheeled vehicles, horses, boats or water skis,

c) 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.

C.1.3 Eligible Participants

C.1.3.1 Definition of Eligible Employees

Employees eligible for group life insurance coverage include all current active employees of the United States Government who are employed within the geographic boundaries of Mexico, paid under the Local Compensation Plan, and certified by the Contracting Officer.

C.1.3.2 Covered Employees

Covered employees include Foreign Service Nationals (FSNs) and locally hired U.S. citizens who meet the following criteria:

a) Working on a full-time or part-time basis under non-temporary direct-hire appointments or personal services agreements/contracts (PSA) that are not time-limited to less than one year.

b) Hired as Locally Employed (LE) Staff.

c) Paid under the Local Compensation Plan.

C.1.3.3 Location of Employment

The individuals described under C.1.3, above, must be employed within the geographic boundaries of Mexico by:

• Department of State (DOS)

• Department of Agriculture (USDA)

• Department of Commerce (DOC)

• Department of Energy (DOE)

• Department of Health and Human Services (HHS)

• Department of Homeland Security (DHS)

• Department of Justice (DOJ)

• Department of Labor (DOL)

• Department of the Interior (DOI)

• Department of the Treasury

• Department of Transportation (DOT)

• Department of War (DOW)

• Peace Corps (PC)

C.1.3.4 Participants Covered Under a Rider

C.1.3.4.1 Official Residence Expense (ORE) employees

a) All current active employees of the Chief of Mission, the Deputy Chief of Mission and Consuls General assigned to their respective official Government residences and paid under an ORE account (see separate rider, Exhibit B).

b) All costs for ORE employees are the responsibility of the employing officer, not the U.S. Government.

C.1.3.5 Individuals not Eligible for Coverage The following individuals are not eligible for coverage:

a) Locally Employed (LE) Staff working under temporary appointments.

b) LE Staff working under a PSA or PSC that is time limited to less than one year.

c) LE Staff with an intermittent (When Actually Employed (WAE)) workweek schedule.

d) 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 Mexico.

e) Peace Corps personal services contractors as indicated in MS 74.

f) Dependents are not covered.

g) Retirees are not covered.

C.1.4 Eligibility and Effective Date

C.1.4.1 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.

C.1.4.2 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.1.5 Brochure Requirement

C.1.5.1 Format and Language

The Contractor shall provide a comprehensive document (brochure, pamphlet, or other written material) in both Spanish and English that lists all life insurance benefits and procedures provided under this contract. The brochure must be produced in sufficient quantities to ensure that each covered employee receives a copy. All copies of the brochure shall be delivered to the Contracting Officer’s Representative (COR), who will oversee appropriate distribution to employees.

C.1.5.2 Delivery Timeline

The Contractor shall deliver the document described in C.1.5.1 to the COR no later than sixty

(60) days after the date of contract award. For new employees, the Contractor shall provide additional brochures within ten (10) business days of the COR’s request.

C.1.5.3 Accuracy and Compliance

The Contractor is fully responsible for ensuring that the document described in C.1.5.1 accurately reflects the requirements, coverage, and terms of the contract, as outlined in the Contractor’s technical proposal. In all cases, the contract terms shall take precedence. If the COR identifies inaccuracies in the document, the Contractor will be notified in writing. However, failure by the U.S. Government to identify inaccuracies does not limit, revise, or otherwise affect the Contractor’s obligation to fully comply with all contract terms.

C.1.6 Presentations

C.1.6.1 Quarterly Presentations

The Contractor shall conduct quarterly presentations in both English and Spanish for the COR and requesting office principals. These presentations shall address the status of claims, overall policy performance, and any relevant updates.

C.1.6.2 Employee Information Sessions

The Contractor shall conduct presentations on an as-needed basis, as requested by the COR, to explain benefits, procedures, requirements, and provide Q&A sessions for covered Local Employees. These sessions shall be conducted in both English and Spanish to ensure accessibility and clarity for all participants.

C.2 DEFINITIONS

CLIN Contract Line-Item Number.

CO

Contracting Officer, i.e., the person appointed with the authority to enter in and administer contracts on the behalf of the Government.

COR

Contracting Officer's Representative, i.e., an individual designated in writing by the Contracting Officer to perform specific contract administration functions.

The Contracting Officer's Representative (COR) for this contract is the Human Resources Compensation and Legal Coordinator.

Currency Claim reimbursements shall be paid in local currency.

Disability – Total and Permanent

A physical or mental impairment which precludes the individual from performing ordinary motor or bodily functions and which requires separation from employment. If the impairment is the result of a previous impairment, it shall be considered a continuation of the prior impairment.

Payment of Total and Permanent disability as stated in section paragraph C.1.1.3 shall be completed no later than sixty (60) days from submission by the employee of the Initial ST-4 form “Dictamen de Invalidez” issued by the Instituto Mexicano del Seguro Social.

Employee

An individual employed by the U.S. Government, under a direct-hire appointment or personal services agreement (PSA), as further defined in Section C.1.3, above.

This may also include ORE Staff as stated in Section C.1.3.4.

Employer The Government of the United States of America.

In the case of ORE it means the Chief of Mission, Deputy Chief of Mission or Consul General.

FMC The paying office for all U.S. Government Agencies stated in Section C.1.3.3.

FMO The Financial Management Officer.

Government The Government of the United States of America unless specifically stated otherwise.

GSO

General Services Officer in charge of the General Services Office at post. This officer is usually the Contracting Officer (CO) for this contract.

GTM

Government Technical Monitor, individual designated by the contracting officer to assist the COR in monitoring a contractor’s performance.

HR Human Resources Office at post. The COR is an employee working for this office.

HRO The Human Resources Officer.

IMSS

The Mexican Social Security Institute (Instituto Mexicano del Seguro Social, IMSS) is the entity responsible for issuing determinations regarding total permanent disability.

Insured Individual Locally Employed Staff covered under this contract.

Maximum Benefit The total amount that will be paid to any one covered individual for covered individual for life insurance/disability benefit.

MXP Mexican Pesos.

ORE

Official Residence Expense (ORE) refers to the costs associated with the staff working in Official Residences assigned to and managed by Mission Mexico.

RFP Request for Proposal.

Salary Monthly salary is one-twelfth of the employee's annual basic salary, exclusive of premium pay, allowances, bonuses, or any other separate payments.

ST-4 Form The ST-4 Form is the official document issued by the Mexican Social Security Institute (Instituto Mexicano del Seguro Social, IMSS) to certify and determine total permanent disability.

USG The Government of the United States of America.

SECTION D – PACKAGING AND MARKING

(RESERVED)

SECTION E – INSPECTION AND ACCEPTANCE

E.1 52.252-2 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 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 and/or the assigned insurer for the program, 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.

Performance Objective PWS Paragraph Performance Threshold

Services

Performs all the insurance services set forth in the Description/Specification/Work Statement.

C.1.0 through C.1.6

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

Brochure C.1.5 A Brochure as approved and accepted by the COR is delivered within 60 days from contract award.

https://acquisition.gov/browse/index/far https://gov.ecfr.io/cgi-bin/text-idx?SID=d9a7851186785ba2b1896db79b1b6b29&mc=true&tpl=/ecfrbrowse/Title48/48tab_02.tpl

Performance Objective PWS Paragraph Performance Threshold

Service Issue Resolution and Escalation E.5

All Service Issues are resolved and/or escalated requests are provided within the time stated in E.5 and no more than three (3) customer valid complaint is received per month.

Customer Support and Assistance G.8.2

All Customer Support and Assistance requests are provided within the time stated in G.8.2.2 and no more than three (3) customer valid complaint 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

(a) If any Government personnel observe unacceptable services, either incomplete work or required services not being performed, they should immediately contact the

COR.

(b) The COR will complete appropriate documentation to record the complaint.

(c) If the COR determines the complaint is invalid, the COR will advise the complainant. The COR will retain the annotated copy of the written complaint for his/her files.

(d) If the COR determines the complaint is valid, the COR will inform the Contractor and give the Contractor additional time to correct the defect, if additional time is available. The COR shall determine how much time is reasonable.

(e) The COR shall, as a minimum, orally notify the Contractor of any valid complaints.

(f) If the Contractor disagrees with the complaint and challenges the validity of the complaint, the Contractor will notify the COR. The COR will review the matter to determine the validity of the complaint.

(g) The COR will consider complaints as resolved unless notified otherwise by the complaint.

(h) Repeat customer complaints are not permitted for any services. If a repeat customer complaint is received for the same deficiency during the service period, the COR will contact the Contracting Officer for appropriate action under the Inspection clause.

E.3 QUALITY ASSURANCE TEAM (QAT)

The Contractor shall designate personnel responsible for Quality Assurance (QA)functions related to Section E.2. These individuals may operate as a team or in a capacity appropriate to the scope and volume of work. Upon receiving complaints, the designated QA personnel shall take timely corrective action to ensure effective operation. All designated personnel shall be proficient in written and spoken English. The Contractor shall provide oral and written notice to the COR regarding the status and resolution of each complaint, with a maximum response time of seven (7) business days. The names and roles of the designated QA personnel under this Contract shall be provided at award.

E.4 SERVICE LEVEL AGREEMENTS

The Contractor and the U.S. Government shall conduct formal reviews of all Service Level Agreements (SLAs) on a quarterly,…