GovChime
AWARDDELIVERY ORDERSmall business

Delivery order 2031JW20F00144PLANNING, INC.

Overview

Award facts

Net obligations
$357.27K
$357,270of $371.03K potential value
Outlays (paid to date)
$357.07K
$357.07K paid of $357.27K obligated$357,070
Period of performance
Jul 22, 2020 to Jan 21, 2026
Ended
Modifications
14
Latest action May 3, 2026
Contract type
Delivery order
PIID 2031JW20F00144

Contract value is the most the government could spend; obligations are what it has legally committed; outlays are what it has actually paid.

Description of requirement

OCC RETIREMENT SEMINARS TRAINING SUPPORT SERVICES

Dates and value

Award date
Signed on Jul 21, 2020
Current value
$357,270Base and exercised options
Potential value (if all options are exercised)
$371,025
Parent contract vehicle
GS02F0002R (FSS, multiple award) — 42 orders recorded under it

Obligations by fiscal year of action

  • FY2026: -$2,465 (de-obligation)
  • FY2025: $23,340
  • FY2024: $60,815
  • FY2023: $70,020
  • FY2022: $68,520
  • FY2021: $68,520
  • FY2020: $68,520

Total across 7 fiscal years: $357,270

Net de-obligation in that fiscal year (obligations withdrawn).

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded May 3, 2026. View on USAspending · Recipient on SAM.gov

Recipient

NamePLANNING, INC.
LocationANNANDALE, VA
UEIV1L2KFHCLSJ4
CAGE code1MZR5
Business sizeSmall businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyPLANNING, INC.

Business types and certifications

Service-disabled veteran-ownedVeteran-ownedMinority-ownedFor-profit organizationCorporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Department of the Treasury
  2. Office Of The Comptroller Of The Currency
  3. COMPTROLLER OF CURRENCY ACQS
Funded by
  1. Department of the Treasury
  2. Office Of The Comptroller Of The Currency
  3. OFFICE OF MANAGEMENT / CFO
Funded from
Bank supervisionProgram activities020-8413Federal accounts (agency financial reports)

Place of performance

Place of performance
Washington, District Of Columbia County, District Of Columbia 20219-0003
Congressional district (place of performance)
DC-98As reported at the time of the action

Classification and competition

Classification

NAICS
561611INVESTIGATION AND PERSONAL BACKGROUND CHECK SERVICES
Product or service (PSC)
R799SUPPORT- MANAGEMENT: OTHER (service)

Competition

Extent competed
Full and open competitionA
Solicitation procedures
Subject to multiple award fair opportunityMAFO
Set-aside
Small business set aside - totalSBA
Contract pricing
Firm fixed priceJ
Offers received
3

Solicitation and notices

Solicitation ID
2031JW20Q00068(as reported)
Solicitation date
May 15, 2020

Contract details

Subcontracting plan
Plan not requiredB
Commercial procedures
Commercial products/services procedures not usedD
Government-furnished property
Transaction does not use GFE/GFPN
Bundled requirement
Not bundledH
Consolidated requirement
Not consolidatedD
Undefinitized action (terms not final)
No
Multi-year contract
No
Performance-based service acquisition
Yes - service where PBA is used.Y

Transaction history

Modification history

Base award
Jul 21, 2020Base obligation at award: $68,520
Latest action
May 3, 2026 — CloseoutModification P00014; obligation change -$2,465; administrative: no change in scope or value
Latest substantive action
Jul 18, 2025 — Option exercisedModification P00012; obligation change +$29,175
Latest funding action
Dec 12, 2024 — Funding onlyModification P00009; obligation change -$5,835; funding only: changes obligations, not scope
Actions by type
  • Base award1
  • Supplemental agreement (within scope)4
  • Option exercised4
  • Other administrative action4
  • Funding only1
  • Closeout1
15 actions recorded, Jul 21, 2020 to May 3, 2026; each action counted once.

All contract data

All contract data

Every other field reported for this award, as of its latest reported action

Competition

Local area set-aside
No
Simplified procedures for commercial items
No
A-76 (FAIR Act) action
No

Pricing and financing

Paid by purchase card
No
Latest action: change in base and exercised options
-$2,465
Latest action: change in base and all options
-$2,465

Socio-economic and policy

Inherently governmental functions
Other functionsOT
Recovered materials and sustainability
No clauses included and no sustainability includedC
EPA-designated product
Not requiredE
Clinger-Cohen Act planning (IT)
No

Place and origin

Domestic or foreign entity
U.S. owned businessA
Country of product or service origin
United statesUSA
Place of manufacture
Not a manufactured end productC

Structure

Award or IDV
Award
Award type
Delivery orderC
Parent vehicle type
FSSC
Parent vehicle: multiple or single award
Multiple awardM
Parent vehicle agency
Federal Acquisition Service4730
Awarding agency code
2000
Awarding sub-tier code
2046
Contracting office code
2031JW
Transactions recorded under this award key
15

Funding

Funding agency code
2000
Funding sub-tier code
2046
Funding office code
2031KB
Treasury accounts
  • 020-X-8413-000
Object classes
  • 25.2: Other services from non-Federal sources
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression