This award is made by the bureau of the fiscal service on behalf of the united states mint. This is an indefinite-delivery / indefinite quantity (IDIQ) contract for retirement planning seminars, as…

Active Indefinite Delivery Contract Awarded Last action

Contract number
20340921D00002
Awardee
Awarding agency
Task orders
33 $61,905 obligated

Award facts

Opportunity
  • 20340921R00004 Solicitation number
Combined order value
  • $61,905 Current, with exercised options
  • $63,795 Potential, with all options
Last date to order 93% complete
IDV ceiling 28% used
$219,000.00
Maximum order
$219,000.00
Award type
Single award
Who can order
Only the awarding agency
Funding agency
United States Mint Department of the Treasury
Set-aside
Total Small Business
Competition
Full and Open Competition after exclusion of sources · 3 offers Negotiated Proposal / Quote
Pricing
Firm Fixed Price

Award details come from SAM.gov/FPDS.

About this IDV

The United States Mint awarded an indefinite-delivery contract to Employee Benefit Advisors, Inc., a veteran-owned small business, on September 28, 2021, with a $219,000 ceiling as a total small business set-aside, single-award vehicle. The contract was originally slated for completion March 27, 2027 and has been extended through September 2026.

Work is performed in Washington, D.C., with performance locations also including Curtis Bay (Baltimore) and field locations. The IDIQ procures retirement planning seminars for federal employees, covering pre-retirement, mid-career, and combined seminar topics that address Federal Employee Retirement System (FERS), Thrift Savings Plan (TSP), and financial literacy education.

Period of performance runs from September 28, 2021 through September 2026. Task orders issued under this vehicle are firm fixed price, ranging from $1,000 to $3,160 per seminar, with completion windows of one to three days. Recent delivery orders include a $14,850 order awarded April 9, 2026 for pre-retirement and mid-career seminars in Washington, D.C.; a $4,369.50 order awarded September 28, 2021 for combined seminars; a $3,160 order awarded October 8, 2024; and a $3,020 order awarded September 17, 2024. Smaller orders ranging from $1,195 to $1,580 were awarded throughout 2022, 2023, 2024, and 2025 for individual mid-career and pre-retirement seminars. Activity peaked in 2022–2023 (11–12 orders annually) and has moderated to 2 orders in each of 2025 and 2026. The contract supports the Mint's workforce development and succession planning initiatives across multiple Mint facilities and locations.

Description

This award is made by the bureau of the fiscal service on behalf of the united states mint. This is an indefinite-delivery / indefinite quantity (IDIQ) contract for retirement planning seminars, as defined in the performance work statement (PWS) her

Task orders

Task order Ordering agency Obligated Awarded
Pre-retirement and mid-career retirement seminars 20340926F00005 Bureau of the Fiscal Service $14,850
Mid-career retirement seminars 20340925F00003 Bureau of the Fiscal Service $1,580
Pre-retirement planning seminar - ratification 20340925F00006 Bureau of the Fiscal Service $1,580
Pre-retirement and mid-career retirement seminars 20340925F00002 Bureau of the Fiscal Service $3,160
Pre-retirement and mid-career retirement seminars 20340924F00021 Bureau of the Fiscal Service $3,020
Pre-retirement and mid-career retirement seminars 20340924F00018 Bureau of the Fiscal Service $2,471
Pre-retirement seminar 20340924F00017 Bureau of the Fiscal Service $1,285
Mid-career retirement seminar 20340924F00015 Bureau of the Fiscal Service $1,222
Pre-retirement seminar 20340924F00016 Bureau of the Fiscal Service $1,249
Mid-career retirement seminar 20340924F00010 Bureau of the Fiscal Service $1,204
Mid-career retirement seminar 20340924F00006 Bureau of the Fiscal Service $1,249
Mid-career retirement seminar 20340924F00005 Bureau of the Fiscal Service $1,249
Pre-retirement seminar 20340924F00004 Bureau of the Fiscal Service $1,330
Mid-career retirement seminar 20340924F00002 Bureau of the Fiscal Service $1,195
Pre-retirement seminar 20340924F00001 Bureau of the Fiscal Service $1,231
Pre-retirement seminar 20340923F00028 Bureau of the Fiscal Service $1,313
Mid-career retirement seminar; 20340921D00002; COR irvin hamilton 20340923F00025 Bureau of the Fiscal Service $1,185
Pre-retirement seminar 20340923F00024 Bureau of the Fiscal Service $1,168
Mid-career retirement seminar 20340923F00022 Bureau of the Fiscal Service $0
Pre-retirement seminar 20340923F00021 Bureau of the Fiscal Service $1,338
Mid-career retirement seminar 20340923F00005 Bureau of the Fiscal Service $1,236
Pre-retirement seminar 20340923F00004 Bureau of the Fiscal Service $1,253
Mid-career retirement seminar 20340923F00002 Bureau of the Fiscal Service $1,143
Pre-retirement seminar 20340923F00001 Bureau of the Fiscal Service $1,194
Mid-career retirement seminar 20340922F00021 Bureau of the Fiscal Service $1,098
Pre-retirement seminar 20340922F00020 Bureau of the Fiscal Service $1,290
Mid-career retirement seminar 20340922F00019 Bureau of the Fiscal Service $1,130
Pre-retirement seminar 20340922F00018 Bureau of the Fiscal Service $1,154
Mid-career retirement seminar 20340922F00017 Bureau of the Fiscal Service $1,130
Pre-retirement planning seminar 20340922F00016 Bureau of the Fiscal Service $1,290
Retirement planning seminars 20340922F00014 Bureau of the Fiscal Service $1,370
Pre-retirement seminar 20340922F00005 Bureau of the Fiscal Service $1,370
Pre-retirement and mid-career retirement seminars 20340925F00004 Bureau of the Fiscal Service $4,370
Show all 33

Transactions

Action Obligated Date
Exercise an Option P00004 · Retirement planning seminars - modification for 6-month extension $0
Other Administrative Action P00003 · Retirement planning seminars - modification for COR change $0
Other Administrative Action P00002 · Retirement planning seminars $0
Other Administrative Action P00001 · Retirement planning seminars covid-19 $0
Original award $0

Quick answers

Who was awarded contract 20340921D00002?

20340921D00002 was awarded to Employee Benefit Advisors, Inc. by Bureau of the Fiscal Service (Department of the Treasury) on September 28, 2021.

How much is contract 20340921D00002 worth?

Orders under 20340921D00002 have obligated $61,905. Their combined potential value, with all options, is $63,795. 20340921D00002's own ceiling is $219,000. A single order can be worth up to $219,000.

How many orders have been placed under contract 20340921D00002?

33 orders have been placed under 20340921D00002, the latest on April 9, 2026.

Which agency awarded contract 20340921D00002?

Bureau of the Fiscal Service (Department of the Treasury) awarded 20340921D00002, with funding from United States Mint (Department of the Treasury).

Who can order from contract 20340921D00002?

20340921D00002 is a single award indefinite delivery contract. Only the awarding agency can place orders on it.

Was contract 20340921D00002 competed?

The extent of competition for 20340921D00002 was full and open competition after exclusion of sources. The government received 3 offers. It was set aside: Total Small Business.

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