Solicitation_S-WHARC-15-Q-0002.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24 & 30

1. REQUISITION NUMBER

5. SOLICITATION NUMBER

SWHARC15Q0002

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Robert A. Lindquist

b. TELEPHONE NUMBER (No collect calls)

c. EMAIL lindquistra@state.gov

8. OFFER DUE DATE / LOCAL

TIME

04/22/2015 17:00:00

CODE RPSOM

REGIONAL PROCUREMENT SUPPORT

4000 NORTH ANDREWS AVE

ATTN: FLORIDA REGIONAL CENTER

FORT LAUDERDALE, FL 33309

9. ISSUED BY X UNRESTRICTED OR SET ASIDE: % FOR

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

8(A)

NAICS:

SIZE STANDARD:

10. THE ACQUISITION IS

SEE

SCHEDULE

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

12. DISCOUNT TERMS

13a. THIS CONTRACT IS

RATED ORDER UNDER DPAS

13b. RATING

X RFQ IFB RFP

14. METHOD OF SOLICITATION

MULTICODE15. DELIVER TO

SEE

SCHEDULE

MULTI, XX 00000

CODE RPSOM16. ADMINISTERED BY

REGIONAL PROCUREMENT SUPPORT

4000 NORTH ANDREWS AVE

ATTN: FLORIDA REGIONAL CENTER

FORT LAUDERDALE, FL 33309

FACILITY

CODE

CODE

Contact Duns Telephone No.

17a. CONTRACTOR/OFFEROR MULTICODE18a. PAYMENT WILL BE MADE BY

SEE

SCHEDULE

MULTI, XX 00000

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER SEE ADDENDUM

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS

CHECKED

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/SERVICES

(Use Reverse and/or Attach Additional Sheets as Necessary)

21. QUANTITY 22. UNIT 23. UNIT PRICE 24. AMOUNT

See Line Items Section

25. ACCOUNTING AND APPROPRIATION DATA

See Line Item Detail

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

X 27a. SOLICITATION INCORPORATES BY REFERENCES FAR 52.212-1, 52.212-4, FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA X ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4, 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN ____ COPIES TO

ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH

OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE

TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: REF. OFFER DATED . YOUR OFFER ON

SOLICITATION (BLOCK 5) INCLUDING ANY ADDITIONS OR CHANGES WHICH

ARE SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (TYPE OR PRINT) 30c. DATE SIGNED 31b. NAME OF THE CONTRACTING OFFICER (TYPE OR PRINT) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 02/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

SWHARC15Q0002

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: _________________________________

32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

PARTIAL FINAL

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

COMPLETE PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 02/2012) BACK

Line Item Summary

Solicitation Number:

SWHARC15Q0002

Contract Number: Title: Jamaica Health & Life Insurance Services

Date of Solicitation:

Line Item No. Description Quantity Unit Unit Price Total Cost

Health and Life Insurance - U.S. Embassy, Kingston

TABLE OF CONTENTS

Section 1 – The Schedule

Standard Form 1449 (SF-1449) cover sheet, “Solicitation/Contract/Order for Commercial

Items”.

Continuation To SF-1449, RFQ Number S-WHARC-15-Q-0002, Prices, Block 23 Continuation To SF-1449, RFQ Number S-WHARC-15-Q-0002, Schedule Of

Supplies/Services, Block 20 Description/Specifications/Work Statement

Section 2 – Contract Clauses

Contract Clauses Addendum to Contract Clauses – FAR and DOSAR Clauses not Prescribed in Part 12

Section 3 – Solicitation Provisions

Solicitation Provisions Addendum to Solicitation Provisions – FAR and DOSAR Provisions not Prescribed in Part

Section 4 – Evaluation Factors

Evaluation Factors

Section 5 – Representations and Certifications

Offeror Representations and Certifications Addendum to Offeror Representations and Certifications – FAR and DOSAR Provisions not

Prescribed in Part 12

Attachments:

Exhibit A – Health Insurance Coverage Exhibit B – Life Insurance Coverage Exhibit C – ORE Employees Rider Exhibit D – MSG Employees Rider Exhibit E – Employee Statistics Exhibit F – Peace Corps MS 743

SECTION 1 - THE SCHEDULE

CONTINUATION TO SF-1449, RFQ NUMBER S-WHARC-15-Q-0002

PRICES, BLOCK 23

1. PRICES AND PERIOD OF PERFORMANCE

1.1 General.

The U.S. Embassy in Kingston, Jamaica has a requirement for health and life insurance services for eligible local employees of the U.S. Government working in Jamaica. Health insurance services will be provided for current local employees of the U.S. Government employed within the geographic boundaries of Jamaica, and paid under the local compensation plan. Employee and dependent health service benefits include hospitalization, surgery, doctor visits, prescription drugs, maternity care, hospital outpatient services, optical services, physical therapy, psychiatric treatment, ambulance services, and hearing aids. Certain out-of-country costs will also be covered. Group life insurance services will be provided for current local employees of the U.S.

Government, employed within the geographic boundaries of Jamaica. Coverage includes accidental death and dismemberment, and partial and total disability coverage.

1.2 Contract Type.

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

1.3 Period of Performance.

The performance period of this contract is one year beginning on the date of the notice to proceed, with two (2) one year options to renew.

1.4 Minimum and Maximum Amounts.

Note: Jamaican Dollars is denoted (JMD).

During this contract period, the Government shall place orders totaling a minimum of JMD

$20,000,000.00. This reflects the contract minimum for this period of performance. The amount of all orders shall not exceed JMD $160,000,000.00. This reflects the contract maximum for this period of performance.”

1.5 Health Insurance – Groups Covered.

1.5.1 General.

The Contractor shall provide the Health Insurance services to employees of the Government of the United States of America in Jamaica as described herein and in the attached Exhibits. The groups of employees who shall be provided this insurance are listed in item 2.3.5.

1.5.2 Official Residence Employees.

Official Residence Employees (ORE) are included under this contract only as a rider; the contractor shall bill the Chief of Mission and Deputy Chief of Mission separately for ORE employee insurance at the rates specified in the pricing section below. Refer to DOSAR clause 652.232-70 (in addendum to clauses section) for billing procedures.

1.5.3 Marine Security Guard Employees.

Marine Security Guard (MSG) employees are included under this contract only as a rider; the contractor shall bill the Marine Security Guard separately for employee insurance at the rates specified in the pricing section below. Refer to DOSAR clause 652.232-70 (in addendum to clauses section) for billing procedures.

1.6 Pricing – Health Insurance Services.

The fixed prices/premium rates (in local currency) for the health insurance services are as follows:

1.6.1 Base Year of Contract.

Bi-Weekly Rates per Employee:

Estimated Number Monthly

Category of Employees Rate per Employee Total

Single Employees (Self

Only) 46 $ $

Employee + One

Dependent 48 $ $

Family Plan 104 $ $

Monthly Total for All Plans: JMD $

Total Bi-Weekly Price $ x 26 pay periods: JMD $

1.6.2 First Option Year of Contract.

Employee + One

1.6.3 Second Option Year of Contract.

Employee + One

1.6.4 Grand Total.

Contract Period Total Estimated Price

Base Year $

First Option Year $

Second Option Year $

Grand Total: JMD $

1.7 Administrative Retention Amounts – Health Insurance.

1.7.1 If the Contractor requests a price adjustment under item 1.8 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 the pricing section. This retention amount will not be adjusted for any reason.

1.7.2 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

1.7.3 Item 1.7.4 sets forth the retention amounts per premium paid for each category of premium and for each period of performance.

NOTE – Fill in the fixed 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.

1.7.4 Retention Amounts per separate premium paid per single employee, employee + one dependant, family plan, and employee with multiple dependents.

Period Single Employees Employee Employee with of Performance (Self Only) + One Dependent Family Plan

Multiple

Dependents

Base Period $ $ $ $

Option Year One $ $ $ $

Option Year Two $ $ $ $

1.8 Economic Price Adjustment – Health Insurance Premiums.

1.8.1 Premium Adjustment based on Experience – For health 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 1.5.2 and 1.5.3. 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. This information shall be provided per type of premium, i.e., per line item. The retention amount is not subject to adjustment. 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. 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.

1.8.2 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.

1.8.3 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 must include in its proposal for adjustment, details setting forth how the pool impacts the request for equitable adjustment.

1.9 Prices – Group Life Insurance.

1.9.1 Base Year of Contract.

Monthly Rates per Employee:

Type of Insurance

Premium (per

JA$1000 of salary)

Volume of Insurance

3 x Annual Salary – Life

3 x Annual Salary – Ad&D Total

Basic Life $ $ $

Accidental Death and

Dismemberment $ $ $

Total Monthly Price JMD $ x 12 pay periods JMD $

1.9.2 First Option Year of Contract.

JA$1000 of salary)

Volume of Insurance

1.9.3 Second Option Year of Contract.

JA$1000 of salary)

Volume of Insurance

1.9.4 Grand Total.

Contract Period Total Estimated Price

Base Year JMD $

First Option Year JMD $

Second Option Year JMD $

Grand Total: JMD $

1.10 Administrative Retention Amounts – Life Insurance Premiums.

1.10.1 If the Contractor requests a price adjustment under item 1.11 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 the pricing section. This retention amount will not be adjusted for any reason.

1.10.2 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.

1.10.3 Item 1.10.4 sets forth the retention amounts per premium paid per $1000 of salary for each category of premium and for each period of performance.

NOTE TO OFFEROR - Fill in the fixed retention amounts for each period of performance and for each category of premium.

1.10.4 Retention Amounts per separate premium paid per employee.

Period Accidental Death of Performance Basic Life and Dismemberment

Base Period $ $

Option Year One $ $

Option Year Two $ $

1.11 Economic Price Adjustment – Life Insurance Premiums.

1.11.1 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 1.5.2 and 1.5.3. 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, i.e., 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.

1.11.2 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.

1.12 Value Added Tax.

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

CONTINUATION TO SF-1449, RFQ NUMBER S-WHARC-15-Q-0002

SCHEDULE OF SUPPLIES/SERVICES, BLOCK 20

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

2. DESCRIPTION

2.1 Definitions – As Used in This Contract.

a) FMO – The Financial Management Officer or the paying office for all U.S.

Government Agencies, with the exception of USAID.

b) COR – Contracting Officer's Representative (Post’s Human Resources Officer).

c) Contributory – Insurance for which the employee contributes toward the premium.

d) Dependent – Spouse and Children.

e) Disability – A physical or mental impairment which precludes the individual from performing ordinary motor or bodily functions. If the impairment is the result of a previous impairment, it shall be considered a continuation of the prior impairment.

f) Employee – An individual employed by the U.S. Government, under a direct-hire appointment, personal services contract, or personal services agreement, as further defined in item 2.3, for health insurance and item 2.4 for life insurance. This may also include an ORE employee, if this category of individual is an eligible participant, as defined in item 2.3.7 for health insurance and item 2.4 for life insurance (if applicable).

g) Employer – The United States Government.

h) GSO – General Services Officer in charge of the General Services Office at Post.

i) Hospital – An institution established and operated for the care and treatment of sick and injured persons. It provides 24-hour nursing care and has diagnostic, laboratory, treatment, and surgical facilities. Any institution, which does not meet this definition, is not considered a hospital.

j) Hospital Patient – An individual who has been admitted to a hospital, is assigned a bed, and is given diagnostic tests or receives treatment for a disease or an injury.

k) Maximum Benefit – The total amount that will be paid to any one employee for injury or disease.

l) Customary and Reasonable Treatment – A diagnostic test or medical treatment which is usually performed in the community where the individual is being treated.

m) Physician – An individual who has graduated from an accredited medical school and is licensed to practice medicine in the jurisdiction in which the contract is to be performed. If the individual is a medical specialist, then he or she is Board Certified in that specialty.

n) Surgical Procedure – Any invasive medical procedure by manual or instrument operation undertaken for diagnosis or treatment of a diseased patient.

2.2 Embassy Offices Referenced in This Contract.

a) PUBLIC AFFAIRS SECTION (PAS).

b) DEFENSE ATTACHÉ OFFICE (DAO).

c) DEPARTMENT OF STATE/ICASS.

d) DEPARTMENT OF STATE/PROGRAM.

e) NARCOTICS AFFAIRS SECTION (NAS).

f) FOREIGN AGRICULTURAL SECTION (FAS).

g) ANIMAL AND PLANT HEALTH INSPECTION SERVICE (APHIS).

h) DEPARTMENT OF HOMELAND SECURITY/IMMIGRATION & CUSTOMS

ENFORCEMENT (DHS/ICE).

i) DEPARTMENT OF HOMELAND SECURITY/CUSTOMS AND BORDER

PROTECTION (DHS/CBP).

j) MILITARY LIAISON OFFICE (MLO).

k) REGIONAL SECURITY OFFICE (RSO).

l) DRUG ENFORCEMENT AGENCY (DEA).

m) UNITED STATES AGENCY FOR INTERNATIONAL DEVELOPMENT (USAID).

n) PEACE CORPS (Direct Hire FSNs).

o) UNITED STATES MARSHALS SERVICE (USMS).

p) CENTERS FOR DISEASE CONTROL (CDC).

q) OVERSEAS PROSECUTORIAL DEVELOPMENT ASSISTANCE & TRAINING

(OPDAT).

2.3 Health Insurance Services.

2.3.1 General.

The U.S. Embassy in Kingston, Jamaica requires health insurance coverage for eligible local employees of the U.S. Government working in Jamaica. The Government has determined that the prevailing practice by employers in Jamaica is to provide for their employees health insurance protection.

2.3.2 Premium Costs.

1. For active employees who are regularly scheduled to work 30 or more hours per week: the

USG will pay 100% of the premium cost. The employee will pay 40% of the premium cost for dependent coverage and the USG will pay 60%.

2. For active employees who are regularly scheduled to work less than 30 hours per week: the USG will pay a prorated share of the premium cost for employee coverage, based on the number of hours the employee is regularly scheduled to work. The employee will pay 100% of the premium cost for dependent coverage.

The Contractor shall ensure that health care under this contract does not exclude HIV/AIDS care.

2.3.3 Employee and Dependent Health Service Benefits.

The health benefits under this contract are as follows.

Note: For items 2.3.3.1 through 2.3.3.15 that follow, refer to Exhibit A (Health Insurance Coverage).

2.3.3.1 Hospitalization.

2.3.3.2 Professional Services and Treatment.

2.3.3.3 Doctor's Visits.

2.3.3.4 Surgeon's Fees.

2.3.3.5 Anesthesiologist Fees.

2.3.3.6 Surgical Assistant.

2.3.3.7 Prescription Drugs and Medicines.

2.3.3.8 HIV/AIDS Coverage

2.3.3.9 Obstetrical Care.

2.3.3.10 Family Planning

2.3.3.11 Hearing Aids

2.3.3.12 Optical Care.

2.3.3.13 Dental Care.

2.3.3.14 Psychiatric Treatment.

2.3.3.15 Physical Therapy.

2.3.3.16 Overseas Coverage.

2.3.4 Health Benefits Conditions and Limitations.

2.3.4.1 There is no reimbursement for elective cosmetic surgery; spa cures; rejuvenation cures;

massage; exercise therapy; long term rehabilitative therapy; eyeglass frames, non-medical hospital charges such as telephones or television; home help, family help, or similar household assistance; fees of persons who are not licensed physicians or nurses;

or services or supplies which have not been prescribed or approved by a physician or nurse.

2.3.4.2 There is no reimbursement for expenses related to an illness or injury that is a result of an unlawful action on the part of the patient; the practice of a dangerous sport;

excessive or illegal use of alcohol or drugs; a self-inflicted wound; or service in the armed forces of any country.

2.3.4.3 There is no reimbursement for expenses incurred after an employee leaves the service of the U.S. Mission, except in the case of retired employees who elect to continue coverage.

2.3.4.4 There is no reimbursement for expenses that will be reimbursed or paid directly under a host country medical program or workers' compensation program; the U.S. workers’ compensation program; or Post’s Jamaican workers’ compensation program.

2.3.5 Eligible Employees.

Eligible employees are Locally Employed Staff (LE Staff) who are (1) working on a full-time or part-time basis under non-temporary direct-hire appointments, personal services agreements, or personal services contracts, and (2) paid under the terms of the Local Compensation Plan.

Participation will be voluntary.

2.3.6 Location of Employment.

The individuals eligible for coverage under this contract must be employed within the geographic boundaries of Jamaica, and must be employees working for one of the following Embassy offices: PAS/DAO/ICASS/PROGRAM/INL/FAS/APHIS/DHS-ICE/DHS-CBP/ MLO/RSO/DEA/USAID/OPDAT/CDC/USMC/PCORPS (Direct Hire FSNs).

2.3.7 Participants Covered Under a Rider.

2.3.7.1 All current active employees of the Ambassador and the Deputy Chief of Mission assigned to their respective official Government residences and paid under an ORE account (see separate riders, Exhibit C). All costs for ORE employees are the responsibility of the employing officer, not the U.S. Government.

2.3.7.2 All current active employees of the Marine Security Guard assigned to their respective official Government residences (see separate rider, Exhibit D). All costs for these employees are the responsibility of the Marine Security Guards.

2.3.8 Individuals Not Eligible for Coverage.

Not eligible are those 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 Jamaica who provides services to other local organizations as well as to the U.S. Mission; employees of

USAID institutional contractors; Peace Corps personal services contractors as indicated in MS

743 (Exhibit F) ; and Recreation Association employees.

2.3.9 Other’s Eligible for Coverage.

2.3.9.1 Dependent Coverage.

Expenses incurred by an enrolled employee's eligible dependents are covered under this plan. For the purposes of this plan, an employee's dependents are defined as the employee's legal spouse (limit one) and each unmarried, economically dependent child who primarily resides with the employee unless away at school. Child is defined as the employee's natural child, adopted child, stepchild, or foster child. An eligible child will be covered until the end of the calendar year in which the child turns age 20, or in the case of a child who is a full-time student, until the end of the calendar year in which the child turns age 24. There is no age limit for an eligible child who is physically or mentally handicapped so as to be unable to live independently. There is no limit on the number of children covered per employee. Parents, grandparents, siblings, and other relatives are not eligible dependents.

2.3.9.2 Retired Employees.

Employees who were covered under the medical plan at the time of retirement may elect to continue coverage for themselves only.

2.3.10 Eligibility.

2.3.10.1 Term of Eligibility and Effective Date.

Each current active eligible employee is enrolled for health 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.

2.3.10.2 Period of Ineligibility.

Employees and their dependents are not entitled to health benefits during any period of employment for which premiums are not paid.

Additionally, employee's dependents are not entitled to health benefits during any period of employment during which the employee was not eligible to participate.

During a period of Leave Without Pay 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.

During a period of extended (beyond one pay period) of Leave Without Pay or unpaid leave, the employee is responsible for the full cost of the insurance premiums for self and dependents. 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.

2.3.11 Brochure Requirement.

2.3.11.1 The contractor shall provide a document (brochure/pamphlet/other written document) in

English that sets forth a complete listing of the health insurance benefits to be provided under this contract. This brochure shall be provided in sufficient quantities so that each covered employee receives a copy. The contractor shall furnish all copies of the brochures to the COR, who will ensure that appropriate distribution is made.

2.3.11.2 The contractor shall provide the document described above to the COR not later than

One day after date of contract award. The Contractor will provide additional brochures for new employees within ten (10) days of the COR’s request.

2.3.11.3 The contractor assumes full responsibility for ensuring that the document described above 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.

2.4 Group Life Insurance.

2.4.1 Group Life Insurance for FSNs.

The U.S. Embassy in Kingston, Jamaica requires group life insurance coverage for current local employees of the U.S. Government, employed within the geographic boundaries of Jamaica. The Government has determined that the prevailing practice by employers in Jamaica is to provide:

100% each by the Government; and that such group life insurance protection is representative of locally prevailing compensation practice. Therefore, the Government desires to adopt such locally prevailing practice as part of its compensation plan for its employees as further described in item 2.3.3. The specific group life insurance coverage under this contract is set forth herein.

2.4.2 Group Life Insurance Coverage.

The amount of group life insurance coverage is as follows:

2.4.2.1 Amount of Employee Life Insurance.

The amount of life insurance coverage for each employee is based upon the following:

2.4.2.2 Amount of Natural Death Life Insurance.

The employee's estate will receive an amount equal to 3 times the amount of annual basic salary in the event the employee dies of natural causes.

2.4.2.3 Amount of Accidental Death Life Insurance.

The employee's estate will receive an amount equal to 3 times the amount of annual basic salary in the event the employee is killed in an accident.

2.4.3 Eligible Employees.

The employees eligible for the group life insurance coverage include the following:

Eligible employees are Locally Employed (LE) Staff who are (1) working on a full-time or part-time basis under non-temporary direct-hire appointments and under personal services agreements/contracts that are not time limited to less than one year and (2) paid under the terms of the Local Compensation Plan. Official Residence Expense (ORE) employees may be covered under a rider to the contract. The employing officer, not the USG, is responsible for the employer's share of the premium costs for an ORE employee.

2.4.4 Individuals Not Eligible for Coverage.

Not eligible are LE Staff working under temporary appointments; those working under a PSA or

PSC that is time limited to less than one year; those with a When Actually Employed (WAE) workweek schedule; non-personal services contract personnel and their employees, supplied by an independent contractor licensed to do business in Jamaica who provide services to other local organizations as well as to the U.S. Mission; employees of USAID institutional contractors; and

Peace Corps personal services contractors as indicated in MS 743. Dependents and retirees are not covered.

2.4.5 Effective Date of the Life Insurance.

The life insurance under this contract is effective on the date of contract award and remains in effect for the period of performance of the contract. Each eligible employee may be covered by the policy at the time of contract award provided the said employee submits a request to be so covered within 30 days of contract award. Employees entering on duty during contract performance are covered upon entering on duty provided they make a request to be so covered within 30 days of entering on duty.

2.4.6 Term of Eligibility and Effective Date.

Each current active eligible employee is enrolled for life 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.

2.4.7 Period of Ineligibility.

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

2.4.8 Brochure Requirement.

2.4.8.1 The contractor shall provide a document (brochure/pamphlet/other written document) in

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 copy. The contractor shall furnish all copies of the brochures to the COR, who will ensure that appropriate distribution is made.

2.4.8.2 The contractor assumes full responsibility for ensuring that the document described in

Item 2.4.8.1 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.

2.5 Quality Control.

2.5.1 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.

Performance Objective PWS Para Performance Threshold Services.

Performs all the insurance services set forth in the performance work statement (PWS)

2 thru 2.8

All required services are performed and no more than one (1) customer complaint is received per month.

2.5.2 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.

2.5.3 Standard. The performance standard is that the Government receives no more than one

(1) customer complaint 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.

2.5.4 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 complainant.

(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.

2.6 Deliverables.

The following items shall be delivered under this contract:

Contract

Description Section Deliver To Delivery Date

Health Insurance Brochure (initial copy) 2.3.11 COR one copy within one day of award

Health Insurance Brochure

(additional copies) 2.3.11 COR within ten days of request by

COR

Life Insurance Brochure (initial copy) 2.4.8 COR one copy within one day of award

Life Insurance Brochure

(additional copies) 2.4.8 COR within ten days of request by

COR

Claims Forms 2.7.5, item “(a)” COR within ten days following award

Claim Reimbursement Checks 2.7.5, item “(a)” COR within two weeks of claim submission

Designation of Beneficiary Forms 2.7.5, item “(c)” COR within ten days following award

Employee Claims Report 2.7.6 COR by tenth day of each month

All reports, to include Monthly Claims Report and a Yearly Usage report, as well as any other deliverables required under this contract shall be delivered to the following address:

American Embassy Kingston Human Resources Office 30 Munroe Road Kingston 6

2.7 Special Contract Requirements.

2.7.1 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.

2.7.2 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.

2.7.3 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, including dependents to be covered.

The ORE employees under separate rider shall be identified under a separate task order.

The COR will make subsequent additions or deletions to this list in writing. All such revisions shall be consolidated, and a new task order will be issued by the Contracting Officer. If any changes have been made to the coverage listing, the Government anticipates issuance of a new task order on a monthly basis. This new task order will include all changes made since the previous task order was issued and will include any increase or decrease in necessary funding. 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.

2.7.4 The ORE staff and MSG employees under separate 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 employer of the paperwork and payment that will be necessary to order coverage for the identified individuals. Because more than one employer may have ORE staff, the contractor may be contacted by more than one employer (typically the Chief of Mission and Deputy Chief of Mission).

2.7.5 Contractor Responsibility in Claims and Reimbursements to Claimants.

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, medical information, and salaries as highly sensitive and not divulge any employee information to unauthorized persons. The Contractor shall establish procedures for handling medical insurance claims as follows:

(a) Administrative Records.

1. The Contractor shall maintain medical insurance files for each eligible employee including receipts and proof of paid claims, requests for claim reimbursements, and accounting of paid benefits with balances of amounts remaining in the annual per person reimbursement ceiling.

2. The Contractor shall provide the COR with the necessary 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 English spelling of the employees' names in all transactions, including reimbursement checks.

4. The Contractor shall provide employee claim reimbursement checks to the COR for disbursement to the employee not later than the Tuesday which is two weeks after the claim has been submitted.

(b) Medical Insurance Claims. Settlement of medical insurance shall be completed as follows:

1. All medical claims shall be submitted directly to the Contractor by employees or through a drop box in the COR's office.

2. The Contractor shall date stamp and screen all claims submitted on the day of receipt. If there are any missing documents or information thereby disallowing said claim to be payable, the Contractor shall notify the employee within two days, with a copy to the COR (if notification is written).

3. The contractor shall settle the claims no later than two weeks from the date the claim is submitted to the Contractor.

4. Settlement shall be by issuance of checks in the name of the employee for each claim submitted. Each check shall be accompanied by a form providing details of the amount reimbursed with an explanation of deductions, if any.

5. The Contractor shall accept the employee's or dependent's choice to go for surgery to hospitals designated by the Contractor in order that the Contractor will pay the expenses directly to the hospitals.

(c) 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 COR shall have all eligible employees complete designation of beneficiary forms and keep them in their Embassy personnel folders. Upon the death of an 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 death claim. Payment shall be computed on the basis of the employee's gross monthly salary at the time of death as defined in item 2.4.1 and its subparagraphs.

3. The compensation will be paid in Jamaican dollars to the beneficiary as instructed by the American Embassy. Checks shall be issued in the name of the beneficiary.

Checks shall be handed to the American Embassy. The Embassy will be in charge of providing the check to the beneficiaries through the institutions to which they belong.

2.7.6 Program Overview for Covered Employees.

The contractor shall arrange for a brief, easily understandable, standard operating procedure or equivalent document to be distributed to covered employees. This document shall explain how the insurance policy works when a covered event occurs, including whom to call (names and phone numbers for both insurance staff and local facilities).

2.7.7 Report Requirements.

The Contractor shall provide the following report(s) monthly. All reports must be received by the COR no later than the 10th day of each month. These reports shall report on the previous month's activities.

Employee Claims Report. The report shall list all claims paid by the Contractor to a claimant, including the name 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 the claims have not been paid.

2.8 Miscellaneous Contract Requirements.

2.8.1 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 Jamaican 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 Jamaican 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.

2.8.2 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.

2.8.3 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.

2.8.4 Requiring Activity.

The requiring activity under this contract is the United States Embassy, Kingston, Jamaica.

SECTION 2 - CONTRACT CLAUSES

FAR 52.212-4, CONTRACT TERMS AND CONDITIONS -- COMMERCIAL ITEMS (DEC

2014), IS INCORPORATED BY REFERENCE. (SEE SF-1449, BLOCK 27B).

ADDENDUM TO 52.212-4

None

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive

Orders - Commercial Items (MAR 2015).

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Dec 2014)

(2) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

(3) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004)(Public Laws 108-77 and 108-78 (19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting

Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

[Contracting Officer check as appropriate.]

X (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with

Alternate I (Oct 1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

X (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Apr 2010) (41 U.S.C.

3509)).

(3) 52.203-15, Whistleblower Protections under the American Recovery and

Reinvestment Act of 2009 (June 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

(4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (Jul 2013) (Pub. L. 109-282) (31 U.S.C. 6101 note).

(5) [Reserved].

(6) 52.204-14, Service Contract Reporting Requirements (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

(7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery

Contracts (Jan 2014) (Pub. L. 111-117, section 743 of Div. C).

X (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with

Contractors Debarred, Suspended, or Proposed for Debarment. (Aug 2013) (31 U.S.C. 6101 note).

X (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41 U.S.C. 2313).

(10) [Reserved].

(11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011)

(15 U.S.C. 657a).

(ii) Alternate I (Nov 2011) of 52.219-3.

X (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business

Concerns (OCT 2014) (if the offeror elects to waive the preference, it shall so indicate in its offer) (15 U.S.C. 657a).

https://acquisition.gov/far/current/html/52_207_211.html#wp1146366 https://acquisition.gov/far/current/html/52_233_240.html#wp1113329 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t29t32+1665+30++%2831%29%20%20AND%20%28%2831%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://acquisition.gov/far/current/html/52_233_240.html#wp1113344 http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_200_206.html#wp1137622 http://uscode.house.gov/ http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_200_206.html#wp1141983 http://uscode.house.gov/ http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_200_206.html#wp1144881 https://acquisition.gov/far/current/html/52_200_206.html#wp1141649 http://uscode.house.gov/ https://acquisition.gov/far/current/html/52_200_206.html#wp1151163 https://acquisition.gov/far/current/html/52_200_206.html#wp1151299 https://acquisition.gov/far/current/html/52_207_211.html#wp1140926 https://acquisition.gov/far/current/html/52_207_211.html#wp1145644 https://acquisition.gov/far/current/html/52_217_221.html#wp1135955 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20 https://acquisition.gov/far/current/html/52_217_221.html#wp1135955 https://acquisition.gov/far/current/html/52_217_221.html#wp1135970 http://uscode.house.gov/uscode-cgi/fastweb.exe?getdoc+uscview+t13t16+492+90++%2815%29%20%20AND%20%28%2815%29%20ADJ%20USC%29%3ACITE%20%20%20%20%20%20%20%20%20

(ii) Alternate I (JAN 2011) of 52.219-4.

(13) [Reserved]

(14) (i) 52.219-6, Notice of Total Small Business Set-Aside (Nov 2011)

(15 U.S.C. 644).

(ii) Alternate I (Nov 2011).

(iii) Alternate II (Nov 2011).

(15) (i) 52.219-7, Notice of Partial Small…