BPA Call 1605C125A0006-1605C126F00006
- Not listed
- This $166,285 purchase order contract was awarded by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) to Dirks Martin, doing business as Investment Strategy & Analysis, for the provision of financial expert witness services in support of EBSA's investigations. The contract, which does not have a set-aside designation, runs from March 2023 through September 2024. Dirks Martin is a self-certified small disadvantaged business that specializes in investment...
- This is a $180,225.00 definitive contract awarded by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) to Dirks Martin, doing business as Investment Strategy & Analysis, a self-certified small disadvantaged business. The contract is for Dirks Martin to provide prudence expert witness services to support EBSA's investigations. The contract has a completion date of April 20, 2025 and was awarded on April 18, 2022 without any set-aside designation, indicating Dirks...
- This is a definitive contract awarded by the U.S. Department of Labor's Employee Benefits Security Administration (EBSA) to Dirks Martin, doing business as Investment Strategy & Analysis, for expert witness services. The contract has a ceiling value of $86,816 and a completion date of March 10, 2025. It is a labor hours contract, and there is no set-aside designation. Dirks Martin is a sole proprietorship registered as a self-certified small disadvantaged business. The company specializes in...
- This is a $49,650 time and materials contract awarded by the Securities and Exchange Commission (SEC) to Dirks Martin, doing business as Investment Strategy & Analysis, a self-certified small disadvantaged business. The contract is for expert services and does not have a set-aside designation, indicating Dirks Martin competed in an open competition. The contract will provide expert witness and financial consulting services to support the SEC's mission to protect investors and maintain fair...
- The Department of Labor awarded a $206,000 firm fixed price definitive contract to Advanced Benefit Consulting And Insurance Services, Inc. for expert witness services to support the Employee Benefits Security Administration's investigation. The prime contractor will provide a prudence expert witness to assist EBSA in evaluating fiduciary conduct under the Employee Retirement Income Security Act. Performance will take place in Washington, D.C. over a two-year period from September 2023 through...
- Strategic Financial Advisory LLC was awarded a firm fixed-price purchase order valued at $211,435 by the Employee Benefits Security Administration (EBSA), a component of the U.S. Department of Labor, on June 28, 2022. The contract provides expert witness services in support of EBSA's litigation matter involving RVNB Holdings, Inc. and its Employee Stock Ownership Plan (ESOP), identified as case number 63-026526(48). The work is scheduled for completion by June 28, 2026, with performance to...
- The Employee Benefits Security Administration (EBSA), a civilian agency within the Department of Labor, awarded a $247.5K definitive contract on November 3, 2023, to Kirkland Messina, Inc. to provide valuation and prudence expert witness services in support of EBSA investigations. The contract, which runs through May 5, 2027, utilizes labor-hour pricing and carries no small business set-aside. Performance will take place in Washington, DC. Kirkland Messina, a for-profit professional services...
- The Employee Benefits Security Administration awarded a $6,000 firm fixed price purchase order to Fiduciary Leadership, LLC for expert witness services. The contract was executed on March 7, 2007, with a completion date of September 30, 2007. No small business set-aside was utilized for this award. The work is to be performed in Washington, DC. Fiduciary Leadership, LLC will provide expert witness services to support the agency's legal and regulatory functions. As a civilian agency component...
- The Employee Benefits Security Administration (EBSA) awarded a purchase order contract to Carlisle Creek Capital, LLC on August 28, 2024, for expert witness services related to an Employee Stock Ownership Plan (ESOP) investigation designated as EBSA Case No. 42-009985 involving an airlines entity. The contract, valued at $550,312.50, is structured as a labor-hour engagement with no set-aside designation applied. Performance will be conducted in Washington, DC, with an ultimate completion date of...
- The Employee Benefits Security Administration (EBSA), a civilian agency within the U.S. Department of Labor, awarded a definitive contract to Milliman, Inc. on September 17, 2025, for expert witness services under the contract title "Prudence Expert Witness." Valued at $200,450, the labor-hour contract carries no set-aside designation and will be performed in Washington, DC, with an ultimate completion date of September 16, 2027. Milliman's role will involve providing expert witness...
- 1605C125A0006Blanket Purchase Agreement
- 1605C125A0006-1605C126F00006BPA Call
The Department of Labor's Employee Benefits Security Administration (EBSA) awarded a Blanket Purchase Agreement (BPA) call valued at $135,041 to Dirks Martin, doing business as Investment Strategy & Analysis, on March 2, 2026. Under this firm fixed-price contract, which runs through March 1, 2030, Dirks Martin will provide expert financial witness services to support EBSA's regulatory and investigative functions. The scope of work encompasses expert consultation, analysis, and support regarding fiduciary practices, investment strategies, litigation assistance, and training within the Employee Benefits Security Administration's jurisdiction. The contract was awarded without a set-aside designation, indicating the contractor competed in an open market procurement. Performance will be conducted in Petaluma, California. Dirks Martin is a self-certified small disadvantaged business and sole proprietorship that has established a track record with federal agencies since 2019, particularly in providing specialized financial expertise. The company's experience includes prior engagements with EBSA and the Securities and Exchange Commission on matters involving investment consulting and expert witness services. Through this contract award, EBSA will leverage Dirks Martin's expertise in fiduciary standards and investment practices to enhance the agency's capacity to investigate potential violations of the Employee Retirement Income Security Act and support related litigation and training initiatives.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| Not listed | Not listed | $32.3k | 2/25/26 |