Retirement & financing planning

Ended Blanket Purchase Agreement Awarded Last action

Contract number
70US0919A70090011
Awardee
Awarding agency
Task orders
9 $484,200 obligated

Award facts

Opportunity
  • 70US0919Q70090205 Solicitation number
Combined order value
$489,175 Current and potential, with all options
Last date to order 100% complete
IDV ceiling 14% used
$3,495,980.00
Award type
Single award
Who can order
Only the awarding agency
Set-aside
No set-aside
Pricing
Firm Fixed Price

Award details come from SAM.gov/FPDS.

About this IDV

Written by GovTribe AI ·

The United States Secret Service has awarded a Blanket Purchase Agreement (BPA) to the National Institute of Transition Planning, Inc. (NITP), a woman-owned small business, to provide retirement and financial planning services. The BPA, valued at $2,621,985, has a performance period through July 2024 and allows the Secret Service to quickly order NITP's services as needed, typically through firm-fixed-price call orders.

Under this BPA, NITP has been awarded multiple task orders to deliver virtual and in-person retirement planning seminars, financial education courses, and federal benefits training to Secret Service employees. The task orders, valued between $3,980 and $118,970, support the Secret Service's workforce development and strategic human capital management initiatives. No socioeconomic set-asides were used for these awards. The services are primarily performed in the Washington, D.C. metropolitan area to align with the Secret Service's headquarters and field operations.

Task orders

Task order Ordering agency Obligated Awarded
This call is to procure virtual retirement planning seminars and classes against BPA 70US0919A70090011. 70US0924F3OTH2006 Secret Service $61,100
BPA call to fund option year 4 70US0923F3OTH2550 Secret Service $118,970
Do for option year 3 70US0922F3OTH2072 Secret Service $118,970
The purpose of this BPA call is to procure add 2 hour in-person benefits training and nitp federal benefits workbook. 70US0921F3OTH0106 Secret Service $20,650
Virtual retirement planning seminars 70US0921F3OTH0082 Secret Service $74,720
The purpose of this task order is to procure classes for retirement and financial planning seminars. 70US0920F3OTH0174 Secret Service $45,245
Financial planning seminars - 4 courses 70US0920F3OTH0066 Secret Service $3,980
Retirement seminars 70US0920F3OTH0021 Secret Service $28,975
Retirement training seminars 70US0920F3OTH0014 Secret Service $11,590

Transactions

Action Obligated Date
Other Administrative Action P00009 · The purpose of this modification is to incorporate the following: 1. Extend the period of performance from july 25, 2024 to january 24, 2025; 2. Raise the BPA… $0
Other Administrative Action P00008 · The purpose of this modification is to correct the amounts on clins 4005 and 4006 under option year 4 that weren't corrected in the new system. $0
Exercise an Option P00007 · Exercise option year 4 $0
Exercise an Option P00006 · Exercise option year 3 $0
Additional Work (new agreement, FAR part 6 applies) P00005 · Add 5 additional training sessions for 2-hour benefits training $0
Supplemental Agreement for work within scope P00004 · The purpose of this modification is to revise the SOW to procure 2-hours in-person benefits training and nitp federal benefits workbooks for option year 2… $0
Supplemental Agreement for work within scope P00003 · The purpose of this modification is to add five (5) retirement planning seminars per contract year. $0
Supplemental Agreement for work within scope P00002 · The purpose of this modification is to add virtual seminars due to the covid situation for option years one(1)through four(4). $0
Exercise an Option P00001 · The purpose of this modification is to add option year line items to this BPA, and exercise option year one (1). All other contract erms and conditions remain… $0
Original award $0

Quick answers

Who was awarded contract 70US0919A70090011?

70US0919A70090011 was awarded to National Institute Of Transition Planning, Inc. by Secret Service (Department of Homeland Security) on July 25, 2019.

How much is contract 70US0919A70090011 worth?

Orders under 70US0919A70090011 have obligated $484,200. Their combined current value, with exercised options, is $489,175. 70US0919A70090011's own ceiling is $3,495,980.

How many orders have been placed under contract 70US0919A70090011?

9 orders have been placed under 70US0919A70090011, the latest on July 25, 2024.

Who can order from contract 70US0919A70090011?

70US0919A70090011 is a single award blanket purchase agreement. Only the awarding agency can place orders on it.

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