Present fers and csrs retirement seminars
Ended Awarded Last action
- Contract number
- 2043FY23F00054
- Awardee
-
Planning, Inc. UEI V1L2KFHCLSJ4
- Awarding agency
-
Internal Revenue Service
Department of the Treasury
- Obligated
- $97,933
Award facts
- Contract value 99% obligated
-
- $97,932.60 Current, with exercised options
- $98,458.20 Potential, with all options
- Completion date 100% complete
- Current and potential, with all options
- NAICS code
- 561611 Investigation and Personal Background Check Services
- Set-aside
- No set-aside
- Competition
- Full and Open Competition · 2 offers Multiple Award, Fair Opportunity
- Pricing
- Firm Fixed Price
- Place of performance
- Annandale, VA 22003, USA
Award details come from SAM.gov/FPDS.
Transactions
| Action | Obligated | Date |
|---|---|---|
| Close Out | $0 | |
| Funding Only Action | -$2,637 | |
| Other Administrative Action | $0 | |
| Other Administrative Action | -$2,837 | |
| Exercise an Option | $51,155 | |
| Other Administrative Action | $0 | |
| Funding Only Action | $1,592 | |
| Original award | $50,660 |
About this award
The Internal Revenue Service awarded a delivery order modification to Planning, Inc., a minority-owned, veteran-owned small business, for the presentation of Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS) retirement seminars. This modification closeout removes unexercised option lines, reducing the total contract value by $52,301 to $97,932. The contract is issued as a firm fixed-price delivery order under the General Services Administration's Multiple Award Schedule, with an ultimate completion date of June 25, 2025. The contract was originally awarded on June 26, 2023, with a ceiling value of $98,458.20, and performance will take place in Annandale, Virginia. No set-aside designation was applied to this award.
Planning, Inc. brings substantial experience in federal employee benefits and retirement planning services, having established a track record across multiple civilian and defense agencies. The contractor's GSA Federal Supply Schedule contract (valued at $1.6 million through September 2029) enables it to provide comprehensive retirement planning seminars, financial literacy training, and specialized human resources services to government entities. This delivery order supports the IRS's employee benefits communication requirements by providing retirement education seminars to federal employees, consistent with the agency's broader mission to maintain employee compensation and benefit transparency.
Quick answers
Who was awarded contract 2043FY23F00054?
2043FY23F00054 was awarded to Planning, Inc. by Internal Revenue Service (Department of the Treasury) on June 26, 2023.
How much is contract 2043FY23F00054 worth?
The government has obligated $97,933 on 2043FY23F00054. Its potential value, with all options, is $98,458.
Is contract 2043FY23F00054 an order under another contract?
Yes. 2043FY23F00054 is a delivery order under GS02F0002R, a federal supply schedule, on Multiple Award Schedule (MAS).
Was contract 2043FY23F00054 competed?
The extent of competition for 2043FY23F00054 was full and open competition. The government received 2 offers.
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