National Institute Of Transition Planning, Inc.

National Institute Of Transition Planning, Inc., a woman-owned small business based in Potomac, Maryland, delivers retirement planning seminars, financial literacy training, and federal employee transition services as a prime contractor under GSA Multiple Award Schedule (MAS) agreements, with recent activity concentrated in small-dollar purchase orders and blanket purchase agreement call orders issued by civilian federal agencies.

NITP operates exclusively as a prime contractor — 442 awards across the portfolio carry no subcontract footprint — and does not hold any active SBA set-aside certifications (8(a), HUBZone, SDVOSB, WOSB), though the vendor's woman-owned small business status appears as a selection factor in several recent awards. The company's service portfolio centers on concrete retirement preparation and workforce transition programming: retirement planning seminars (RV101, RV105 offerings), federal benefits training, estate planning workshops, FERS and CSRS guidance, mid-career counseling, and financial literacy courses designed for federal employees nearing separation or evaluating career transition. Recent named work includes a $50,500 delivery order from the Department of Acquisition Management (September 2026) for retirement seminar services running through September 2031, a $255,185 delivery order from the Executive Office for US Attorneys (September 2023) for mid-career and pre-retirement seminars extending through September 2028, and a $541,948 delivery order from the U.S. Patent and Trademark Office (July 2023) for financial literacy and retirement courses running through January 2029.

Customer concentration is markedly fragmented across 87 distinct federal agencies, with the top five accounting for only 40% of awards. By award count, the NASA Shared Services Center leads with 71 awards carrying $532 thousand combined potential value, followed by the Department of Homeland Security U.S. Secret Service (32 awards, $4.4 million) and the Department of State Foreign Service Institute (30 awards, $71 thousand). The dollars-driven ranking diverges significantly: the Secret Service anchors the top by potential value at $4.4 million across 32 awards, while the Government Accountability Office Acquisition Management places second with $765 thousand across just three awards, and the Treasury Departmental Offices third with $560 thousand across 18 awards. This concentration pattern — many small individual purchases from NASA offices paired with larger blanket purchase agreements from Secret Service and Treasury — reflects NITP's role as a standing supplier on distributed training contract vehicles rather than a prime holding major agency-wide consolidation contracts.

NITP sits on four named parent vehicles: the GSA Multiple Award Schedule (130 task orders, $4.9 million combined potential value), a Secret Service Blanket Purchase Agreement numbered 70US0919A70090011 (9 task orders, $489 thousand), and an Indefinite Delivery Contract with the Government Accountability Office numbered GAO15CO0004 (5 task orders, $286 thousand). The MAS vehicle dominates placement volume and is the administrative home for NITP's two active single-award BPAs: a $250,000 Treasury Departmental Offices BPA (April 2022 through March 2027) that has generated numerous call orders for retirement seminars and new-employee benefits training, and a newly awarded $626,445 Secret Service BPA for retirement training and financial planning seminars at the James J. Rowley Training Center (March 2026 through March 2031, Total Small Business set-aside). Activity has contracted sharply — twelve awards per year in 2022 and 2023, declining to six in 2024 and two each in 2025 and 2026 — indicating either a shift in agency purchasing patterns away from individual purchase orders or a transition toward reliance on standing BPA call orders rather than new task orders. Four awards totaling $632 thousand face ultimate completion within the next twenty-four months, presenting recompete exposure in that window. NAICS concentration is split between Human Resources Consulting Services (208 awards) and Professional and Management Development Training (154 awards), with corresponding PSC spread across Education/Training-Other (164 awards) and Education/Training-Lectures (71 awards), confirming a pure-play retirement and workforce transition training profile with no apparent diversification into contracting services, IT, logistics, or other federal commodity areas.

Informational seminars on Federal benefits, financial and retirement planning