MINUTES_for_PreProposal_Conf_Life_Ins_Service.docx

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SOLICITATION for LIFE INSURANCE SERVICES for U. S. MISSION to TURKEY
Solicitation number
STU150-13-R-3016
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MINUTES for PRE-PROPOSAL CONFERENCE held on March 19 2013 at 2 00 PM.

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MINUTES for PRE-PROPOSAL CONFERENCE

DATE:03/19/2012, 2:00 PM
SUBJ.: Minutes from Pre-Proposal Conference for Life Insurance Service
PARTICIPANTS:Representatives from Service Providers
Nancy StaffordHRO
Glenn LewisA/GSO
Isil OrkunHR Supervisor
Goksel BaysalHR
Meral YalhiAcquisitions Supervisor

The above-listed attendees met to discuss the solicitation package. The following were discussed:

1- G. Lewis welcomed all attendees and introduced the U.S. Government staff.

2- M. Yalhi explained the purpose of the meeting is to provide an opportunity for all firms to understand U.S. Government solicitation procedures, rules and the Statement of Work (SOW). The following information was provided:

a. Sections of the solicitation such as Section I-Prices, Section 3-Instructions and Section 4- Evaluation Factors were reviewed.

b. How to fill-in SF33 form, unit prices (in TL) and how to submit the proposal submittal in 2 separate binders was conveyed. First binder will be for SF33 and Prices, and the second binder will be the technical proposal.

c. The offerors are to provide their unit prices for base and all four option years in the proposal; these prices are not subject to re-negotiation. The only mechanisms for changing the rates can be made if the conditions stipulated under Economic Price Adjustment clause are met.

d. Offerors should convey all inquiries related to the solicitation in writing and any changes to the RFP will be made in writing as an amendment.

e. Invoices will be submitted a monthly basis and should clearly include the contract number, the month of service rendered, and breakout details of the insured.

f. U.S. Government will conduct evaluation consisting of compliance review, technical acceptability, price evaluation and responsibility determination. Award will be made to the lowest priced, technically acceptable offeror who is a responsible contractor.

3- N. Stafford stated that while the retirement age is 65 years for all employees, the retirement age for the local guard staff is 57.

4- The questions posted during this meeting and their replies are as follows:

a. Can we have the claims ratio for the last 5 years? Statistically, there have been 7 deaths from 2007 until 2011; two of them being traffic accidents and the others from natural causes. No deaths have occurred in 2012; in 2013, there was one death. The claims ratio is as follows:

Policy Term
Annual Premium
Paid Claims
Loss/Ratio
2008
123,148.10

0%

2009
115,628.58
31,946.00
28%
2010
134,773.48
122,008.00
91%
2011
141,558.86
197,990.00
140%
2012
140,138.49
100,188.00
71%
TOTAL
655,247.51
452,132.00
69%

b. Can we provide a percentage in lieu of unit prices for the premiums of each person? No, the section for Prices are to consist of premiums as fixed prices in TL.

The Pre-Proposal Conference concluded and attendees were thanked for their presence and expression of interest in serving the U.S. Government. The meeting was adjourned.

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