Consultancy, administrative and related services for the FSN supplemental retirement plan
Closed Solicitation Posted
This opportunity was awarded. See the award notice from .
- Solicitation number
- 19RP3825Q0092
- Agency
-
Department of State
- Responses due
- Set-aside
- No set-aside
Opportunity facts
- NAICS code
- 541612 Human Resources Consulting Services
- Place of performance
- Philippines
- Points of contact
Notice details come from SAM.gov. Updated .
About this opportunity
The U.S. Department of State is seeking a contractor to provide Consultancy, Administrative and Related Services for the Foreign Service National (FSN) Supplemental Retirement Plan at the U.S. Embassy in Manila, Philippines. The required services include preparing separation benefit calculations, ensuring accurate embassy agency contributions, responding to investment queries, assigning a project manager, conducting special studies, providing updates on relevant laws and regulations, performing market studies on trust fees, and participating in periodic fund audits. Offerors must be registered in the System for Award Management (SAM) database prior to proposal submission and must submit quotations electronically by July 31, 2025, at 4:00 PM Philippine local time, following a deadline extension from the original July 22, 2025 date. The government intends to award the contract to the responsible company submitting the lowest-priced acceptable offer, with evaluation based on compliance with technical requirements and lowest price. A pre-quotation conference was held on July 11, 2025, with the deadline for written questions having been July 14, 2025. All proposals must be submitted in English in MS-Word, MS-Excel, or PDF format, with file size limitations of 10MB per file.
This solicitation has no set-aside designation and is open to all qualified contractors. The current incumbent contractor providing these services is E.M. Zalamea Actuarial Services, Inc., operating under contract 19RP3823P0031. While no specific award value is mentioned in the solicitation documents, the contract structure is a firm-fixed-price purchase order for one year with four one-year option periods and one six-month option period. The retirement plan currently covers 1,015 employees across various agencies and departments, with some personnel stationed outside the National Capital Region of the Philippines. The place of performance is the Philippines, with work location flexibility noted as not strictly requiring onsite presence. Investment of retirement plan funds will occur primarily in the United States and Philippines, with China specifically excluded from investment locations.
Notice text
3 versions
Update #3 · Latest ·
Update 07/18/2025
- Amendment 001
- Questions and Answers
Update 07/11/2025
- Minutes of the Pre-Quotation Conference
Enclosed is a Request for Quotations (RFQ) for Consultancy, Administrative and Related Services for the FSN Supplementary Retirement Plan. If you would like to submit quotation, follow the instructions in Section 3 of the solicitation, complete the required portions of the attached document, and submit it to the address shown on the Standard Form 1449 that follows this letter.
The U.S. Government intends to award a contract/purchase order to the responsible company submitting an acceptable offer at the lowest price. We intend to award a contract/purchase order based on initial quotations, without holding discussions, although we may hold discussions with companies in the competitive range if there is a need to do so.
A pre-quotation conference will be held on 11 July 2025 at 10:00AM (Philippine local time), at the GSO Building, U.S. Embassy Seafront Compound, Roxas Boulevard, Pasay City. To facilitate preparation of access clearance, submit name/s of representatives (limit to two) no later than 7 July 2025, 4:00 P.M. (Philippine local time) by email to ManilaContracting@state.gov.
Submit any questions you may have concerning the solicitation documents in writing to the Contracting Officer by email to ManilaContracting@state.gov no later than 14 July 2025, 4:00 P.M.
Quotations are due by 22 July 2025, 4:00 P.M. (Philippine local time). No quotations will be accepted after this time. Proposals must be in English and incomplete proposals will not be accepted.
Your quotation must be submitted electronically to ManilaContracting@state.gov. It is important to make sure the submission is made in specific size and format; in MS-Word 2007/2010 or MS-Excel 2007/2010 or Adobe Acrobat (pdf) file format. The file size must not exceed 30MB. If the file size should exceed the 10MB, the submission must be made in separate files and attached to separate emails with less than 10MB each.
In order for a quotation to be considered, you must also complete and submit the following:
- SF-1449
- Section I, Pricing
- Section 5 Representations and Certifications
- Additional information as required in Section 3
- Proof of SAM Registration
Offerors shall be registered in the SAM (System for Award Management) database at https://www.sam.gov prior to submittal of their offer/proposal as prescribed under FAR 4.1102. Failure to be registered at time of proposal submission may deem the offeror’s proposal to be considered non-responsible and no further consideration will be given. Therefore, offerors are highly encouraged to register immediately if they are interested in submitting a response to this requirement.
Update #2 ·
Update 07/11/2025
- Minutes of the Pre-Quotation Conference
Enclosed is a Request for Quotations (RFQ) for Consultancy, Administrative and Related Services for the FSN Supplementary Retirement Plan. If you would like to submit quotation, follow the instructions in Section 3 of the solicitation, complete the required portions of the attached document, and submit it to the address shown on the Standard Form 1449 that follows this letter.
The U.S. Government intends to award a contract/purchase order to the responsible company submitting an acceptable offer at the lowest price. We intend to award a contract/purchase order based on initial quotations, without holding discussions, although we may hold discussions with companies in the competitive range if there is a need to do so.
A pre-quotation conference will be held on 11 July 2025 at 10:00AM (Philippine local time), at the GSO Building, U.S. Embassy Seafront Compound, Roxas Boulevard, Pasay City. To facilitate preparation of access clearance, submit name/s of representatives (limit to two) no later than 7 July 2025, 4:00 P.M. (Philippine local time) by email to ManilaContracting@state.gov.
Submit any questions you may have concerning the solicitation documents in writing to the Contracting Officer by email to ManilaContracting@state.gov no later than 14 July 2025, 4:00 P.M.
Quotations are due by 22 July 2025, 4:00 P.M. (Philippine local time). No quotations will be accepted after this time. Proposals must be in English and incomplete proposals will not be accepted.
Your quotation must be submitted electronically to ManilaContracting@state.gov. It is important to make sure the submission is made in specific size and format; in MS-Word 2007/2010 or MS-Excel 2007/2010 or Adobe Acrobat (pdf) file format. The file size must not exceed 30MB. If the file size should exceed the 10MB, the submission must be made in separate files and attached to separate emails with less than 10MB each.
In order for a quotation to be considered, you must also complete and submit the following:
- SF-1449
- Section I, Pricing
- Section 5 Representations and Certifications
- Additional information as required in Section 3
- Proof of SAM Registration
Offerors shall be registered in the SAM (System for Award Management) database at https://www.sam.gov prior to submittal of their offer/proposal as prescribed under FAR 4.1102. Failure to be registered at time of proposal submission may deem the offeror’s proposal to be considered non-responsible and no further consideration will be given. Therefore, offerors are highly encouraged to register immediately if they are interested in submitting a response to this requirement.
Update #1 ·
Enclosed is a Request for Quotations (RFQ) for Consultancy, Administrative and Related Services for the FSN Supplementary Retirement Plan. If you would like to submit quotation, follow the instructions in Section 3 of the solicitation, complete the required portions of the attached document, and submit it to the address shown on the Standard Form 1449 that follows this letter.
The U.S. Government intends to award a contract/purchase order to the responsible company submitting an acceptable offer at the lowest price. We intend to award a contract/purchase order based on initial quotations, without holding discussions, although we may hold discussions with companies in the competitive range if there is a need to do so.
A pre-quotation conference will be held on 11 July 2025 at 10:00AM (Philippine local time), at the GSO Building, U.S. Embassy Seafront Compound, Roxas Boulevard, Pasay City. To facilitate preparation of access clearance, submit name/s of representatives (limit to two) no later than 7 July 2025, 4:00 P.M. (Philippine local time) by email to ManilaContracting@state.gov.
Submit any questions you may have concerning the solicitation documents in writing to the Contracting Officer by email to ManilaContracting@state.gov no later than 14 July 2025, 4:00 P.M.
Quotations are due by 22 July 2025, 4:00 P.M. (Philippine local time). No quotations will be accepted after this time. Proposals must be in English and incomplete proposals will not be accepted.
Your quotation must be submitted electronically to ManilaContracting@state.gov. It is important to make sure the submission is made in specific size and format; in MS-Word 2007/2010 or MS-Excel 2007/2010 or Adobe Acrobat (pdf) file format. The file size must not exceed 30MB. If the file size should exceed the 10MB, the submission must be made in separate files and attached to separate emails with less than 10MB each.
In order for a quotation to be considered, you must also complete and submit the following:
- SF-1449
- Section I, Pricing
- Section 5 Representations and Certifications
- Additional information as required in Section 3
- Proof of SAM Registration
Offerors shall be registered in the SAM (System for Award Management) database at https://www.sam.gov prior to submittal of their offer/proposal as prescribed under FAR 4.1102. Failure to be registered at time of proposal submission may deem the offeror’s proposal to be considered non-responsible and no further consideration will be given. Therefore, offerors are highly encouraged to register immediately if they are interested in submitting a response to this requirement.
Files
Notice history
| Notice | Type | Posted |
|---|---|---|
| Consultancy, administrative and related services for the FSN supplemental retirement plan | Award Notice | |
| This notice | Solicitation | |
| Consultancy, administrative and related services for the FSN supplementary retirement plan | Pre-Solicitation |
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