Federal Supply Schedule GS02F0002R

Ended Awarded Last action

Contract number
GS02F0002R
Awardee
Awarding agency
Task orders
76

Award facts

Opportunity
Last date to order 100% complete
IDV ceiling
$11,808,966.00
Award type
Multiple award
Who can order
All agencies
Set-aside
No set-aside
Competition
Full and Open Competition
Pricing
Fixed Price with Economic Price Adjustment

Award details come from SAM.gov/FPDS.

About this IDV

Written by GovTribe AI ·

Planning, Inc., a minority-owned, veteran-owned, service-disabled veteran-owned small business, was awarded a Multiple Award Schedule (MAS) contract by the General Services Administration (GSA) to provide a range of human capital management and administrative support services to federal agencies.

Under this MAS contract, Planning, Inc. delivers retirement planning seminars, financial literacy training, and other professional services such as payroll processing and human resources analysis. The contract has been used by civilian and defense agencies, including the Internal Revenue Service, Office of the Secretary of Defense, Department of the Treasury, and Department of Veterans Affairs, to procure these services. Many of the task orders were set aside for small businesses, including service-disabled veteran-owned small businesses. The contract has a total ceiling value of $11,808,966.00 and a period of performance through October 2024.

Task orders

Task order Ordering agency Obligated Awarded
Present fers and csrs retirement seminars 2043FY23F00054 Internal Revenue Service $97,933
United state patent and trademark office's financial literacy program 1333BJ22F00054004 US Patent and Trademark Office $112,300
OY3 call order 1333BJ21F00054006 US Patent and Trademark Office $112,300
Fers training live virtual class HQ003420F0829 Washington Headquarters Service $6,600
OCC retirement seminars training support services 2031JW20F00144 Office of the Comptroller of the Currency $357,270
Financial literacy: early career, preretirement and mid career retirement training 1333BJ20F00054006 US Patent and Trademark Office $119,675
New call order for 1333BJ18A00050001 1333BJ19F00054003 US Patent and Trademark Office $145,515
Retirement training seminar 36C24519F0247 Veterans Integrated Service Network 5 (VHA) $16,000
Professional service instructor 47HAA018F0432 Office of Administrative Services $21,395
BPA 49PM0917A0001 47HAA018F0432 Office of Administrative Services $23,100
Financial planning for new employees (september 19-20, 2018) 47HAA018F0408 Office of Administrative Services $2,400
Retirement seminar M0026418F0418 Marine Corps (Navy) $277,200
RO SAN diego retirement training 36C10E18F0974 VBA Headquarters $7,775
Financial literacy base year 1333BJ18F00054008 US Patent and Trademark Office $97,740
Base: supervisors role in HRM N0002418FB031 Naval Sea Systems Command (Navy) $140,025
This contract is for fers training HQ003418F0267 Washington Headquarters Service $10,625
Fers pre-retirement (POP may 30, 2018 to september 27, 2018) 47HAA018F0226 Office of Administrative Services $93,000
Seminars 36C25018F2175 Veterans Integrated Service Network 10 (VHA) $163,616
Pre-retirement 3-day ($7,700)(fers: 50 students 819 taylor street 4A14H fort worth, TX 76102-6124) april 10-12, 2018… 47HAA018F0202 Office of Administrative Services $12,467
Treasury account symbol (TAS): 070/2018/0610/000 70Z07918FMNJ08900 Coast Guard $4,300
Human resources administration (HR & a) corporate senior executive management office (csemo)retirement training 36C10X18F0017 VA Strategic Acquisition Center Frederick $9,900
Financial management training seminar for the VA employees of the roanoke regional office. 36C10E18F0111 VBA Headquarters $5,800
Consultant - exercise option year 4 15JC1V18F00000032 Civil Division (OBD) $44,816
Retirement seminar VA101V17F1001 VBA Headquarters $4,299
Training 47PM0917F0041 National Capital Region (PBS) $6,102
For other functions FY 2017 pre-retirement and FB/FP training courses 0011 Office of the Comptroller of the Currency $100,486
Tax seminar for uspto regional office employees on TDY or lttdy DOC45PAPT1600147 US Patent and Trademark Office $2,845
Federal benefits courses 01/26/2016 - 09/14/2016 0010 Office of the Comptroller of the Currency $42,224
Pre-retirement training courses in 2016 0009 Office of the Comptroller of the Currency $33,983
Itwd retirement seminar VA119A16F0032 VA Strategic Acquisition Center Frederick $5,000
HR support DJJ6TAXF56008 Tax Division (OBD) $122,586
Tax seminar for long-term TDY employees at uspto's regional offices in dallas and SAN jose DOC45PAPT1500388 US Patent and Trademark Office $4,291
Tax information for employees at uspto's satellite offices DOC45PAPT1500246 US Patent and Trademark Office $949
FY15 pre-retirement and financial planning and federal benefits training courses 0008 Office of the Comptroller of the Currency $67,200
Fers retirement HQ003414F0163 Washington Headquarters Service $7,096
Pre-retirement training courses july and september 2014 0007 Office of the Comptroller of the Currency $11,800
Pre-retirement and financial planning courses call 0006: course dates: 6/3-4/2014 and 8/19-20/2014 Office of the Comptroller of the Currency $17,000
Federal benefits and financial planning courses call 0005: course dates: april 8/9 and july 22/23, 2014 Office of the Comptroller of the Currency $9,700
Call award for three (3) pre-retirement courses december 2013, march 2014, and may 2014 0004 Office of the Comptroller of the Currency $22,995
Retirement benefits consultant DJJ14CIV020010 Civil Division (OBD) $443,278
Call 0003 july through september 2013 pre retirement and federal benefits course Office of the Comptroller of the Currency $30,500
Human resources support personnel 3TAXF53138 Tax Division (OBD) $92,518
Federal government benefits specialist DJJ13FCIV020489 Civil Division (OBD) $32,423
Call 0002 april and june 2013 pre retirement course Office of the Comptroller of the Currency $13,800
Call 0001 january 2013 pre retirement course Office of the Comptroller of the Currency $5,800
Federal government benefits specialist DJJ13FCIV020129 Civil Division (OBD) $24,993
Csrs and fers seminar DTFR5312F00061 Federal Railroad Administration $10,720
Mid-career retirement training W91CRB12F0015 ACC Aberdeen Proving Ground $13,248
Pre-retirement training seminar -vera/vsip authority SBAHQ12F0002 Small Business Administration $21,400
Fers retirement class TFMSHQ11K0142 Bureau of the Fiscal Service $4,810
Show 40 more

Latest 50 of 76 listed here. See the rest on GovTribe.

IDV awards

IDV Agency Ceiling Awarded
1333BJ18A00050001 FY18 financial literacy training program US Patent and Trademark Office $487,400
47PM0917A0001 Retirement training BPA National Capital Region (PBS) —
DOC45PAPT1520004 Tax seminar services US Patent and Trademark Office $150,000
TCC13HQB0010 This requirement is to obtain a responsible contractor to provide comprehensive and creative educational courses to OCC employees over a two (2) day period (1.5… Office of the Comptroller of the Currency —
GS11P12YAA0013 No cost BPA for retirement, wellness, financial, and succession planning National Capital Region (PBS) —
HSCEOP07A00006 BPA for seminars. Immigration and Customs Enforcement —

Transactions

Action Obligated Date
Other Administrative Action PA0051 $0
Other Administrative Action PSA885 $0
Other Administrative Action PSA883 $0
Other Administrative Action PA0049 $0
Other Administrative Action PA0048 $0
Other Administrative Action PSA869 $0
Other Administrative Action PA0047 $0
Other Administrative Action PSA863 $0
Other Administrative Action PA0045 $0
Other Administrative Action PA0043 $0
Other Administrative Action PA0040 $0
Other Administrative Action PA0037 $0
Other Administrative Action PSA847 $0
Other Administrative Action PA0036 $0
Other Administrative Action PA0033 $0
Other Administrative Action PSA842 $0
Other Administrative Action PA0032 $0
Other Administrative Action PA0031 $0
Other Administrative Action PSA839 $0
Other Administrative Action PSA837 $0
Other Administrative Action PSA834 $0
Other Administrative Action PSA832 $0
Other Administrative Action PSA826 $0
Other Administrative Action PSA824 $0
Vendor Address Change PA0030 $0
Other Administrative Action PSA821 $0
Other Administrative Action PSA812 $0
Other Administrative Action PSA808 $0
Other Administrative Action PO0029 $0
Exercise an Option PO0027 $0
Other Administrative Action PMA760 $0
Other Administrative Action PMA653 · SIN: 738X 500ORDER-level materials (olms) are supplies and/or services acquired in direct support of an individual task or delivery order placed against a… $0
Other Administrative Action PMA670 · Other than schedule $0
Other Administrative Action PM0025 $0
Other Administrative Action PM0024 $0
Other Administrative Action PSA606ARRA $0
Other Administrative Action PSA606REVTERMCOND $0
Other Administrative Action PO0021ADDSINS $0
Other Administrative Action PA0023REASSIGNMENT $0
Other Administrative Action PA0022REASSIGNMENT $0
Other Administrative Action PA0020REASSIGNMENT $0
Other Administrative Action PA0019REASSIGNMENT $0
Other Administrative Action PA0018REASSIGNMENT $0
Other Administrative Action PA0017REASSIGNMENT $0
Exercise an Option PO0014EXERCISEOPTION $0
Other Administrative Action PO0016REVTERMCOND $0
Other Administrative Action PA0015REASSIGNMENT $0
Rerepresentation PA0013REREPSMALLBUSS $0
Other Administrative Action 9 $0
Other Administrative Action 8 $0
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Latest 50 listed here. See the rest on GovTribe.

Quick answers

Who was awarded contract GS02F0002R?

GS02F0002R was awarded to Planning, Inc. by Federal Acquisition Service (General Services Administration) on October 4, 2004.

How much is contract GS02F0002R worth?

GS02F0002R's own ceiling is $11,808,966.

How many orders have been placed under contract GS02F0002R?

76 orders have been placed under GS02F0002R, the latest on June 26, 2023.

Who can order from contract GS02F0002R?

GS02F0002R is a multiple award federal supply schedule. All agencies can place orders on it.

Is contract GS02F0002R part of a contract vehicle?

Yes. GS02F0002R is part of Multiple Award Schedule (MAS).

Was contract GS02F0002R competed?

The extent of competition for GS02F0002R was full and open competition.

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