Financial literacy: early career, preretirement and mid career retirement training
Ended Awarded Last action
- Contract number
- 1333BJ20F00054006
- Awardee
-
Planning, Inc. UEI V1L2KFHCLSJ4
- Awarding agency
-
US Patent and Trademark Office
Department of Commerce
- Obligated
- $119,675
Award facts
- Contract value 100% obligated
- $119,675.00 Current and potential, with all options
- Completion date 100% complete
-
- Current, with exercised options
- Potential, with all options
- NAICS code
- 561611 Investigation and Personal Background Check Services
- PSC
- R499 Support- Professional: Other
- Set-aside
- No set-aside
- Competition
- Full and Open Competition Multiple Award, Fair Opportunity
- Pricing
- Firm Fixed Price
- Place of performance
- Alexandria, VA 22314, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Close Out | $0 | |
| Other Administrative Action | -$14,545 | |
| Original award | $134,220 |
About this award
The U.S. Patent and Trademark Office (USPTO) awarded a $119,675 firm-fixed-price contract to Planning, Inc., a minority-owned, veteran-owned, and service-disabled veteran-owned small business, to provide financial literacy, early career, pre-retirement, and mid-career retirement training. This contract was issued as a blanket purchase agreement (BPA) call under the General Services Administration's (GSA) Multiple Award Schedule (MAS) contract. Planning, Inc. is an experienced federal contractor, holding a $1.6 million GSA Federal Supply Schedule contract that enables the company to provide a range of professional services, including retirement planning, financial literacy, security solutions, and training courses. The contract does not have a set-aside designation and was awarded on July 9, 2020, with a completion date of July 9, 2021.
Quick answers
Who was awarded contract 1333BJ20F00054006?
1333BJ20F00054006 was awarded to Planning, Inc. by US Patent and Trademark Office (Department of Commerce) on July 9, 2020.
How much is contract 1333BJ20F00054006 worth?
The government has obligated $119,675 on 1333BJ20F00054006.
Is contract 1333BJ20F00054006 an order under another contract?
Yes. 1333BJ20F00054006 is a BPA call under GS02F0002R-1333BJ18A00050001, a blanket purchase agreement, on Multiple Award Schedule (MAS).
Was contract 1333BJ20F00054006 competed?
The extent of competition for 1333BJ20F00054006 was full and open competition.
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