Ivy Planning Group LLC

Bethesda, MD

UEI
LMJJFDN4WC91
CAGE
3B3E5
Primary NAICS
541611 Administrative Management and General Management Consulting Services
SAM.gov registration
Active through

Company facts

SBA certifications
Women-Owned Small Business
· Current
Self-certified in SAM.gov
  • Minority Owned Business
  • Self Certified Small Disadvantaged Business
  • For Profit Organization
  • Woman Owned Small Business
  • Woman Owned Business
  • DOT Certified DBE
  • Black American Owned
Entity structure
Partnership or Limited Liability Partnership
NAICS codes registered in SAM.gov
SAM.gov registration date
Physical address
6701 Democracy Blvd #300, Bethesda, MD 20817, USA
Website
ivyplanninggroup.com
Founded
1990
Employees
11-50
Estimated annual revenue
$1M-$10M
Industry
  1. Industrials
  2. Commercial & Professional Services
  3. Professional Services
  4. Consulting
SIC code
87 Engineering & Management Services
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Recent federal awards

Ivy Planning Group LLC's 5 most recent federal contract and grant awards, newest first. Amounts are dollars obligated.
Award Agency Obligated Awarded
Training EEO and OGP Contract · 47QACB26F0043 Federal Acquisition Service $126,800
Dcsc-23-RFP-86 building a great place to work. Option year two (2) renewal. TCV is $523,820.00. POP 1/1/26 to… Contract · 95C67826P0070 — $220,000
Diversity, equity and accessibility (idea) sponsored workforce training Contract · 75N97024F00091 National Library of Medicine $328,867
Training Contract · 47HAA024F0143 Office of Administrative Services $98,400
Contract number dcsc-23-RFP-86 "building a great place to work" - POP 9/25/24 - 9/24/25. TCV $498,400.00 less partial… Contract · 95C67824P0418 — $203,731

About Ivy Planning Group LLC

Ivy Planning Group LLC, a women-owned small business based in Bethesda, Maryland, delivers diversity, equity, inclusion, and accessibility (DEIA) consulting, workforce development training, and organizational change services to federal agencies as a prime contractor operating exclusively under the GSA Multiple Award Schedule (MAS) parent vehicle.

Ivy Planning Group holds SBA certifications as a Women-Owned Small Business (WOSB), Economically Disadvantaged Woman-Owned Small Business (EDWOSB), and Small Disadvantaged Business (SDB). The firm competes predominantly in full-and-open (non-set-aside) procurement, though roughly 30% of recent awards carry small-business set-asides (WOSB sole-source, Total Small Business, or Woman-Owned Small Business designations). Ivy Planning Group classifies under primary NAICS 541611 (Administrative Management and General Management Consulting Services), with secondary activity in professional and management development training (NAICS 611430).

The vendor's customer base spans 41 agencies, with dollar concentration anchored by two anchor BPAs. The National Heart, Lung, and Blood Institute (NHLBI) leads by potential value across eight awards worth $31.5 million combined, supported by a $30 million single-award BPA (NHLBI LEAD BPA III, running through August 2028) under which Ivy Planning issues task orders for DEI assessment, training, and technical assistance tied to the LEAD program's health-disparities mission. The U.S. Department of Agriculture Food and Nutrition Service contributes $25.2 million across two awards, anchored by a separate $25 million single-award BPA (running through January 2025) for DEIA assessment and racial equity training. These two customers account for roughly 62% of the vendor's combined potential-value footprint. The Nuclear Regulatory Commission Central Office (7 awards, $2.3 million) ranks third, followed by the Small Business Administration Office of Performance Management and Chief Financial Officer (3 awards, $3 million, including two Treasury-housed BPAs of $1.5 million each for professional and management development training). By award count, the Consumer Financial Protection Bureau dominates with nine awards ($911 thousand combined), a volume-over-dollars profile reflecting smaller tactical engagements.

Ivy Planning Group holds four active blanket purchase agreements under the GSA MAS: the two cited above plus two Treasury-housed BPAs with the Office of Human Resources Solutions (OHRS) — one awarded August 2024 and one awarded May 2025, each valued at $1.5 million through August 2029. Across all parent vehicles, the GSA Multiple Award Schedule captures 32 task orders worth $63.5 million combined potential value, forming the backbone of the vendor's prime footprint. The Federal Supply Schedule GS23F9805H (a GSA schedule variant) accounts for 35 task orders worth $3.4 million combined.

Representative prime work includes a $264,788 delivery order from the Office of the Inspector General (May 2026, ultimate completion April 2031) for EEO and Office of General Counsel training services; a $1.004 million WOSB-set-aside delivery order from the National Library of Medicine (September 2024, ultimate completion September 2027) for diversity, equity, and accessibility workforce training; and a $523,820 purchase order from the Department of Commerce Service Center (January 2026, through December 2026) for the "Building a Great Place to Work" initiative option year two. The vendor has also executed two large purchase orders under contract DCSC-23-RFP-86 with an unnamed federal agency ("Building a Great Place to Work" consulting services, September 2023, each ceiling $2.513 million) and a January 2026 renewal ($523,820 ceiling).

Activity volume has remained stable but thin in recent years — seven awards in 2021, eight in 2023, eight in 2024, one in 2025, and two in 2026 — with only three awards (combined potential value $2.2 million) facing recompete within the next twenty-four months. The vendor operates 100% as a prime contractor with zero subcontract exposure in the tracked portfolio, indicating vertically integrated delivery. SCI-reportable federal service-contract invoicing totaled $1 million across FY2022–FY2024 ($308 thousand in FY2022, $569 thousand in FY2023, $153 thousand in FY2024), representing roughly 0.6 to 0.8 FTEs in those years — a small slice of total federal revenue and a reflection of the SCI reporting threshold ($150,000 minimum). Median government-paid hourly rates on SCI-reported contracts run around $253/hr, with senior labor pricing reaching the $355/hr range, consistent with strategy consulting and organizational development positioning.

Contract vehicles

SBA capabilities narrative

Leadership Development, Organizational Development, Management Consulting, Strategic Planning, Diversity and Inclusion(Strategy and Training, Executive Coaching, Customer Service, Knowledge Mgt, Assessments and Surveys, Meeting Support.

Quick answers

What is Ivy Planning Group LLC's UEI?

Ivy Planning Group LLC's Unique Entity ID (UEI) in SAM.gov is LMJJFDN4WC91.

What is Ivy Planning Group LLC's CAGE code?

Ivy Planning Group LLC's CAGE code is 3B3E5.

What is Ivy Planning Group LLC's primary NAICS code?

Ivy Planning Group LLC's primary NAICS code is 541611 (Administrative Management and General Management Consulting Services).

Where is Ivy Planning Group LLC located?

Ivy Planning Group LLC's physical address in SAM.gov is 6701 Democracy Blvd #300, Bethesda, MD 20817, USA.

Is Ivy Planning Group LLC registered in SAM.gov?

Yes. Ivy Planning Group LLC's SAM.gov registration is active through December 8, 2026.

Which SBA certifications does Ivy Planning Group LLC hold?

Ivy Planning Group LLC holds Women-Owned Small Business certification from the SBA.

Which contract vehicles does Ivy Planning Group LLC hold?

Ivy Planning Group LLC holds a place on 2 federal contract vehicles, including MAS and PSS.

What is Ivy Planning Group LLC's most recent federal award?

Ivy Planning Group LLC's most recent federal contract award is Training EEO and OGP (47QACB26F0043), from Federal Acquisition Service, on May 1, 2026.

On GovTribe

See Ivy Planning Group LLC's full federal record

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  • IDV awards
  • Contract vehicles
  • Funding analysis by agency, NAICS and set-aside
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