Federal Retirement Planning, Financial Management, And Benefits Education Training
Past Recompete Updated
- Agency
-
Secret Service
Department of Homeland Security
- Solicitation expected
- Estimated value
- $500,000 to $1,000,000
- Set-aside
- Total Small Business
Forecast facts
- Incumbent contract
-
- 70US0919A70090011 Federal IDV award held by National Institute Of Transition Planning, Inc. Ordering ended Jan 24, 2025 · Ceiling $3,495,980
- Anticipated award
- Through
- Acquisition strategy
- Follow-on to Existing Contract
- NAICS code
- 541612 Human Resources Consulting Services
- Place of performance
- Laurel, MD
- Forecast number
- F2026072491
- Points of contact
Forecast details come from DHS's Acquisition Planning Forecast System. Agencies' dates and values are estimates.
About this forecast
The United States Secret Service is procuring federal retirement planning seminars, financial management seminars, and federal benefits education training designed to enhance retirement readiness among federal employees. The training initiative aims to maximize benefits, improve financial literacy, reduce retirement anxiety, and support career longevity by equipping employees with essential tools and knowledge for navigating retirement and financial planning complexities. This opportunity is designated as a Total Small Business set-aside, with a solicitation release estimated for January 5, 2026, and an anticipated award date of March 2, 2026.
The estimated award value ranges from $500,000 to $1,000,000, with a performance period spanning one year from the award date through March 1, 2027. The work will be performed in Laurel, Maryland. The primary point of contact is Shauntynee Penix, Contracting Officer at the U.S. Department of Homeland Security, reachable at shauntynee.penix@usss.dhs.gov or (305) 407-5598, with Casey Cauffman Davis serving as an alternate contact at casey.cauffman.davis@usss.dhs.gov or (917) 843-3204.
This recompete follows a Blanket Purchase Agreement (Contract Number 70US0919A70090011) previously awarded to the National Institute of Transition Planning, Inc. (NITP), a woman-owned small business. The original BPA, valued at approximately $2.68 million with a performance period through January 24, 2025, allowed the Secret Service to order retirement and financial planning services through firm-fixed-price call orders, with individual task orders ranging from $3,980 to $118,970. NITP delivered virtual and in-person retirement planning seminars, financial education courses, and federal benefits training to Secret Service employees throughout the Washington, D.C. metropolitan area.
Forecast text
The United States Secret Service (USSS) has a requirement to procure a contract for federal retirement planning seminars to include financial management seminars, federal benefits seminars.
The training will benefit federal employees by enhancing retirement readiness, maximizing benefits, improve financial literacy, reduce retirement anxiety, and support career longevity. To summarize, this training equips federal employees with the tools and knowledge necessary to navigate the complexities of their retirement and financial planning, promoting greater long-term financial security and well-being.
This requirement will be set aside for small business.
On GovTribe
Work this forecast
- Track it in your pipeline
- Find teaming partners
- Similar forecasts
- Ask GovTribe AI about this forecast