Option year i (august 7, 2018 to august 6, 2019) exercised. BPA #47PM0917A0001 - planning INC. Is being replaced by BPA #47HAA018A0209. All other terms and conditions of the retirement welness and…

Ended Blanket Purchase Agreement Awarded Last action

Contract number
47HAA018A0209
Awardee
Awarding agency
Task orders
6 $280,088 obligated

Award facts

Combined order value
$280,088 Current and potential, with all options
Last date to order 100% complete
Maximum order
$750,000.00
Award type
Single award
Who can order
Only the awarding agency
Contracting staff
Set-aside
No set-aside
Pricing
Firm Fixed Price

Award details come from SAM.gov/FPDS.

About this IDV

Planning, Inc. was awarded a blanket purchase agreement by the General Services Administration to provide retirement training services. The BPA establishes call orders for seminars, workshops, and conferences to ready federal employees for retirement.

Call orders issued to Planning, Inc. have secured retirement wellness training for GSA employees across various offices and locations. Seminars valued at $59,800 were placed in 2022 for the GSA Office of Administrative Services in Washington, D.C. Other orders include $28,200 in training for the GSA Office of Human Resources Management in 2021, $60,600 for the GSA Office of the Chief Information Officer in 2020, and $22,200 for the General Services Administration Public Buildings Service Region 8 in Denver in 2019. A $9,588 order in 2019 and $99,700 order in the same year targeted the GSA Office of Human Resources Management as well.

The BPA and subsequent call orders utilize firm fixed pricing and generally operate without set asides. Planning, Inc. delivers the pre-retirement seminars and workshops as the prime contractor, aiming to ready GSA's federal workforce for retirement through comprehensive financial planning courses and retirement wellness programs.

Description

Option year i (august 7, 2018 to august 6, 2019) exercised. BPA #47PM0917A0001 - planning INC. Is being replaced by BPA #47HAA018A0209. All other terms and conditions of the retirement welness and financial planning training remain the same. (signed on 8/6/2018)

Task orders

Transactions

Action Obligated Date
Supplemental Agreement for work within scope PS0005 · Covid 19 safety protocol $0
Exercise an Option PS0004 · Exercise option year four $0
Exercise an Option PS0003 · Exercise option year 3 $0
Exercise an Option AO0001 · The purpose of this modification is to: 1. Exercise option year II with a period of performance of 08/07/2019 - 08/06/2020. All other terms and conditions… $0
Original award $0

Quick answers

Who was awarded contract 47HAA018A0209?

47HAA018A0209 was awarded to Planning, Inc. by Office of Administrative Services (General Services Administration) on August 7, 2018.

How much is contract 47HAA018A0209 worth?

Orders under 47HAA018A0209 have obligated $280,088. A single order can be worth up to $750,000.

How many orders have been placed under contract 47HAA018A0209?

6 orders have been placed under 47HAA018A0209, the latest on March 14, 2022.

Who can order from contract 47HAA018A0209?

47HAA018A0209 is a single award blanket purchase agreement. Only the awarding agency can place orders on it.

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