1. The bid submission date indicated on Paragraph 4, Page 2, of the RFP is hereby amended as follows:

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1 20 September 2011 Amendment No. 1 to the Request for Proposal (RFP) Reference: RFP/UNDP/PSO/LTA/2011/009 LONG TERM AGREEMENT (LTA) FOR PROVISION OF DEATH, ILLNESS AND INJURY BENEFIT INSURANCE Dear Vendor, UNDP has made the following changes in the RFP: 1. The bid submission date indicated on Paragraph 4, Page 2, of the RFP is hereby amended as follows: Your offer should comprise of a technical proposal and a financial proposal, in separate envelopes (one outer and two inner envelopes) plus their copies on CD read-only media as noted in the Instruction to Offerors, clause 13. This offer should reach the address below via courier/hand delivery no later than 14 October 2011at 5 pm US Eastern Time. Please mark each envelope and CD with the RFP number and project name.

2 2. Annex II, Terms of Reference should read as follows: BACKGROUND TERMS OF REFERENCE (TOR) DEATH, ILLNESS AND INJURY BENEFIT INSURANCE The is the UN s global development network, advocating for change and connecting countries to knowledge, experience and resources to help people build a better life. UNDP s focus is on aiding countries in finding solutions to the following major issues: Democratic Governance Poverty Reduction Crisis Prevention and Recovery Energy and Environment Information and Communications Technology HIV/AIDS UNDP expensively uses the individual contractors involved in the diverse projects and therefore adequate insurance for those individuals is prerequisite. UNDP seeks proposals from a vendor to outsource the claims relating to death, illness and injury benefit insurance. The duration of insurance will be for five years, renewable on annual basis subject to satisfactory performance. UN Agencies have various mandates and have offices over the world including in certain territories which are subject to various sanctions. However, such prohibitions should not prevent the provision of insurance to individuals in such countries as long as they are contracted by UN Agencies and they are not acting on behalf of or at the direction of their government/public bodies. Insurance company should use reasonable endeavors to obtain required licenses to carry out services to UN Agencies where that is required. An estimate annual number of individuals of the UN Agencies requiring insurance are approximately 55,000. However, UN Agencies do not guarantee it will place orders for this quantity and is not bound by the LTA to purchase any minimum amount of services. UN Agencies reserve the right to utilize other sources at its discretion to assure value for money. Page 2 of 13

3 Below are the statistics of number of individuals engaged by UNDP for the last two years through Individual Contracting and Service Contracts: Description Year HQ Designated Non Designated Total Individual Contracts ,183 6,375 24,435 Individual Contracts ,768 6,023 22,664 Service Contracts* 2009 N/A 16,080 5,520 21,600 Service Contracts* 2010 N/A 14,999 5,394 20,393 *Note: Please note that the numbers include UNDP retirees who hold the Service Contract. Figures represent Service Contract holder of UNDP, UNODC and UNFPA Below are statistics of number of individuals engaged by UNOPS for the last two years through Individual Contracting: Description Year HQ Designated Non Designated Total Individual Contracts , ,222 Individual Contracts , ,068 Below are statistics of number of individuals engaged by UNICEF for 2010 through Individual Contracting: Description Year HQ Designated Non Total Designated Individual Contracts ,368 Note: Designated (high risk countries); Non-Designated (less risk countries); HQ (minimal risk duty station) Main Functions & Deliverables 1. General administration of participating offices of UN participating agencies including claims adjudication. 2. Formal administration user guide for offices of UN participating agencies. 3. The claims accounting structure should recognize each separate participating country. Page 3 of 13

4 4. Detailed claim reports, recognizing each business unit and country results for offices of UN participating agencies. 5. Quarterly Expenditures Reports including: a) Claims breakout by type of service and settlement amount for each claim b) Country Office of claim c) Number of Individual Contractors and Service Contract holder. Employee Focused 6. Dedicated claims team. 7. Dedicated customer service 24 hours/day with toll free telephone lines and address. 8. Quick turnaround for processing claims. 9. Standard claims processing services. Company's staff to be able to dialogue with offices of UN participating agencies in UN official languages: English, Spanish, French, Chinese, Russian and Arabic. 10. The vendor will translate claims for processing. DEATH, ILLNESS AND INJURY BENEFIT INSURANCE Section 1 - Injury Death Permanent Total Disablement Permanent Disablement Section 2 - Illness Death Permanent Total Disablement Section 3 - Medical Expenses Medical Expenses Page 4 of 13

5 Below are the Options and Categories for the Insured Persons: (OPTION 1) Schedule of Benefits - Insured Person Category 1 (Applying separately to each Insured Person) Insured Person Category 1: Operative Time: Persons engaged by the Insured under the Individual Contractor as International Consultants Section 1 Injury: 24 hours, worldwide Maximum Benefit any one Insured Person: USD 280,000 Sections 2 & 3 Illness and Medical Expenses: Attributable to the performance of official duties, anywhere in the world but limited to Illness resulting directly from special hazards of his/her functions of place of work, or from the presence of the Insured Person in accordance with an assignment by the Insured in an area involving special hazards to the Insured Person s health or security, and occurring as a result of such hazards during the Insured Person s contract, and occurring between the dates specified in the Insured Person s Contract. Cover shall start from the time of leaving home (or present place of residence) and continue until arrival back at home (or present place of residence) for as long as the Insured Person is on the Insured s business. Cover shall not include any intervening period spent on the Insured Person s own business Deductible: Section 1 Injury 1 Death USD 180,000 2 Permanent Total Disablement USD 180,000 (other than as covered by item 3) 3 Permanent Disablement A percentage of USD 180,000 relative to the degree of disability as shown in the Permanent Disablement Scale indicated below which prescribes the maximum percentage payable for a range of permanent disabling injuries. Section 2 Illness Page 5 of 13

6 4 Death USD 180,000 5 Permanent Total Disablement USD 180,000 Section 3 - Medical Expenses 6 Medical Expenses USD 100,000 (OPTION 1) contd. Schedule of Benefits - Insured Person Category 2 (Applying separately to each Insured Person) Insured Person Category 2: Operative Time: Persons engaged by the Insured under the Individual Contractor as Local consultants or Service Contract and Persons participating to the NYLESA (New York Local Expatriate Spouse Association) program Spouse Pro-Bono Agreement. Section 1 Injury: 24 hours, worldwide Maximum Benefit any one Insured Person: USD 160,000 Attributable to the performance of official duties, anywhere in the world but limited to Illness resulting directly from special hazards of his/her functions of place of work, or from the presence of the Insured Person in accordance with an assignment by the Insured in an area involving special hazards to the Insured Person s health or security, and occurring as a result of such hazards during the Insured Person s contract, and occurring between the dates specified in the Insured Person s Contract. Cover shall start from the time of leaving home (or present place of residence) and continue until arrival back at home (or present place of residence) for as long as the Insured Person is on the Insured s business. Cover shall not include any intervening period spent on the Insured Person s own business Deductible: Section 1 - Injury 1 Death USD 80,000 2 Permanent Total Disablement USD 80,000 (other than as covered by item 3) 3 Permanent Disablement A percentage of USD 80,000 relative to the degree of disability as shown in the Permanent Disablement Scale indicated below which Page 6 of 13

7 4 Medical Expenses Extension USD 80,000 prescribes the maximum percentage payable for a range of permanent disabling injuries. (OPTION 1) contd. Schedule of Benefits - Insured Person Category 3 (Applying separately to each Insured Person) Insured Person Category 3: Operative Time: Retired United Nations staff engaged by the Insured under the Individual Contractor as International Consultants. Section 1 Injury: 24 hours, worldwide Maximum Benefit any one Insured Person: USD 40,000 Sections 2 & 3 Illness and Medical Expenses: Attributable to the performance of official duties, anywhere in the world but limited to Illness resulting directly from special hazards of his/her functions of place of work, or from the presence of the Insured Person in accordance with an assignment by the Insured in an area involving special hazards to the Insured Person s health or security, and occurring as a result of such hazards during the Insured Person s contract, and occurring between the dates specified in the Insured Person s Contract. Cover shall start from the time of leaving home (or present place of residence) and continue until arrival back at home (or present place of residence) for as long as the Insured Person is on the Insured s business. Cover shall not include any intervening period spent on the Insured Person s own business. Deductible: Section 1 - Injury 1 Death USD 20,000 2 Permanent Total Disablement USD 20,000 (other than as covered by item 3) 3 Permanent Disablement A percentage of USD 20,000 relative to the degree of disability as shown in the Permanent Disablement Scale indicated below which prescribes the maximum percentage payable for a range of permanent disabling injuries. Page 7 of 13

8 Section 2 Illness 4 Death USD 20,000 5 Permanent Total Disablement USD 20,000 Section 3 - Medical Expenses 6 Medical Expenses USD 20,000 (OPTION 1) contd. Schedule of Benefits - Insured Person Category 4 (Applying separately to each Insured Person) Insured Person Category 4: Operative Time: Retired United Nations staff engaged by the Insured under the Individual Contractor as Local Consultants or Service Contracts. Section 1 Injury: 24 hours, worldwide Maximum Benefit any one Insured Person: USD 40,000 Attributable to the performance of official duties, anywhere in the world but limited to Illness resulting directly from special hazards of his/her functions of place of work, or from the presence of the Insured Person in accordance with an assignment by the Insured in an area involving special hazards to the Insured Person s health or security, and occurring as a result of such hazards during the Insured Person s contract, and occurring between the dates specified in the Insured Person s Contract. Cover shall start from the time of leaving home (or present place of residence) and continue until arrival back at home (or present place of residence) for as long as the Insured Person is on the Insured s business. Cover shall not include any intervening period spent on the Insured Person s own business. Deductible: Section 1 - Injury 1 Death USD 20,000 2 Permanent Total Disablement USD 20,000 (other than as covered by item 3) 3 Permanent Disablement A percentage of USD 20,000 relative to the degree of disability as shown in the Permanent Disablement Scale indicated below which Page 8 of 13

9 4 Medical Expenses Extension USD 20,000 prescribes the maximum percentage payable for a range of permanent disabling injuries. (OPTION 2) Schedule of Benefits - Insured Person (Applying separately to each Insured Person) Insured Person 1: Persons engaged by the Insured under the Individual Contractor (local and international consultants and retirees) or Service Contract (including retirees), Persons participating to the NYLESA (New York Local Expatriate Spouse Association) program Spouse Pro-Bono Agreement. Operative Time: Section 1 Injury: 24 hours, worldwide Maximum Benefit any one Insured Person: USD 280,000 Sections 2 & 3 Illness and Medical Expenses: Attributable to the performance of official duties, anywhere in the world but limited to Illness resulting directly from special hazards of his/her functions of place of work, or from the presence of the Insured Person in accordance with an assignment by the Insured in an area involving special hazards to the Insured Person s health or security, and occurring as a result of such hazards during the Insured Person s contract, and occurring between the dates specified in the Insured Person s Contract. Cover shall start from the time of leaving home (or present place of residence) and continue until arrival back at home (or present place of residence) for as long as the Insured Person is on the Insured s business. Cover shall not include any intervening period spent on the Insured Person s own business Deductible: Section 1 Injury 1 Death USD 180,000 2 Permanent Total Disablement USD 180,000 (other than as covered by item 3) 3 Permanent Disablement A percentage of USD 180,000 relative to the degree of disability as shown in the Permanent Disablement Scale indicated below which prescribes the maximum percentage payable for a range of permanent disabling injuries. Page 9 of 13

10 Section 2 Illness 4 Death USD 180,000 5 Permanent Total Disablement USD 180,000 Section 3 - Medical Expenses 6 Medical Expenses USD 100,000 Funeral and transportation costs (for both Options 1 and 2) The vendor is requested to provide up to maximum of USD 10,000 as a lump sum amount to cover the following expenses: - Preparation of corpse - Funeral expenses incurred in the burial or cremation of the Insured Person - Transporting the Insured Person's body or ashes for burial in the Insured Persons normal country of residence PERMANENT DISABLEMENT SCALE The benefits payable hereunder in the event of permanent disablement following an accident are payable in the following proportions of the Capital Sum Insured not exceeding USD 100,000 any one Insured Person: - 1. Loss by severance of two limbs 100% 2. Loss by severance of both hands or all fingers and thumbs of both hands 100% 3. Loss of sight of both eyes 100% 4. Paralysis of all limbs 100% 5. Incurable insanity totally preventing any occupation 100% Loss by severance of:- 6. One arm at shoulder 60% 7. One arm between shoulder and elbow 50% 8. One arm at elbow 47.50% 9. One arm between elbow and wrist 45% 10. One hand at wrist 42.50% 11. Four fingers and one thumb of one hand 42.50% 12. Four fingers of one hand 35% 13. Phalanges of one thumb 20% 14. One phalanx of one thumb 10% 15. Three phalanges of one index finger 10% 16. Two phalanges of one index finger 8% 17. One phalanx of one index finger 4% 18. Three phalanges of one middle finger 6% 19. Two phalanges of one middle finger 4% 20. One phalanx of one middle finger 2% Page 10 of 13

11 21. Three phalanges of one ring finger 5% 22. Two phalanges of one ring finger 4% 23. One phalanx of one ring finger 2% 24. Three phalanges of one little finger 4% 25. Two phalanges of one little finger 3% 26. One phalanx of one little finger 2% 27. First or second metacarpal 3% each 28. Third, fourth or fifth metacarpal 2% each 29. One leg at hip 50% 30. One leg between hip and knee 50% 31. One leg below the knee 40% 32. All toes of one foot 15% 33. Both phalanges of one great toe 5% 34. One phalanx of one great toe 2% 35. Toe other than great - if more than one toe lost 1% each Loss of:- 36. One eye by removal 30% 37. All sight in one eye 25% 38. All sight in one eye other than perception of light 25% 39. All the lens of one eye 20% 40. All hearing in both ears 40% 41. All hearing in one ear 7% 3. Annex IV should read as follows: RFP TIMETABLE Task Responsible Due Date party questions/clarifications Offeror 26 September 2011 Responses to Offerors question/clarifications UNDP 30 September 2011 Deadline to submit proposal to UNDP Offeror 14 October 2011 Internal evaluation, oversight and approval processes UNDP Estimate 6-8 weeks Page 11 of 13

12 Annex VII should read as follows: FINANCIAL PROPOSAL FORMAT 1. The Respondent is required to submit the Financial Proposal in a sealed envelope separate from the Technical component as indicated in the Instruction to Respondents. 2. All prices/rates quoted must be exclusive of all taxes, since the United Nations, including its subsidiary organs, is exempt from taxes as detailed in Clause 18 of the UNDP General Conditions for Contract. 3. Offeror is required to provide a premium fee for insurance services. 4. The formats shown below must be used in preparing the Financial Proposal. The lowest price will be defined based on this format. (OPTION 1) Insured Period of Insurance Annual Premium United Nations Agencies Five years Category 1 (International Consultants) HQ USD per person Designated USD. per person Non Designated USD. per person Category 2 (Local Consultants, Service Contract holders & NYLESA) HQ USD. per person Designated USD. per person Non Designated USD. per person Category 3 & 4 (International/Local Consultants - Retirees) HQ USD. per person Designated USD. per person Non Designated USD. per person TOTAL Aggregate Limit of Liability Deductible USD 2,800, any one Event Page 12 of 13

13 Notes: IC Individual Contractor (such contracts issued to local and international consultants); SC Service Contract (such contracts issued to local staff working in projects); NYLESA (New York Local Expatriate Spouse Association). (OPTION 2) Insured Period of Insurance Annual Premium United Nations Agencies Five years Category 1 Individual Contractor (local and international consultants and retirees) or Service Contract (including retirees), Persons participating to the NYLESA (New York Local Expatriate Spouse Association) program Spouse Pro-Bono Agreement). HQ USD per person Designated USD. per person Non Designated USD. per person TOTAL Aggregate Limit of Liability Deductible USD 2,800, any one Event Notes: IC Individual Contractor (such contracts issued to local and international consultants); SC Service Contract (such contracts issued to local staff working in projects); NYLESA (New York Local Expatriate Spouse Association). Funeral and transportation costs (for both Options 1 and 2) The vendor is requested to provide up to maximum of USD 10,000 as a lump sum amount to cover the following expenses: - Preparation of corpse - Funeral expenses incurred in the burial or cremation of the Insured Person - Transporting the Insured Person's body or ashes for burial in the Insured Persons normal country of residence Page 13 of 13