GovChime
AWARDDELIVERY ORDERSmall business

Delivery order 2043FY23F00054PLANNING, INC.

Overview

Award facts

Net obligations
$97.93K
$97,933of $98.46K potential value
Outlays (paid to date)
$97.93K
$97.93K paid of $97.93K obligated$97,933
Period of performance
Jun 26, 2023 to Jun 25, 2025
Ended
Modifications
7
Latest action Nov 4, 2025
Contract type
Delivery order
PIID 2043FY23F00054

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

PRESENT FERS AND CSRS RETIREMENT SEMINARS

Dates and value

Award date
Signed on Jun 26, 2023
Current value
$97,933Base and exercised options
Potential value (if all options are exercised)
$98,458
Parent contract vehicle
GS02F0002R (FSS, multiple award) — 42 orders recorded under it

Obligations by fiscal year of action

  • FY2026: -$2,637 (de-obligation)
  • FY2024: $48,318
  • FY2023: $52,252

Total across 3 fiscal years: $97,933

Net de-obligation in that fiscal year (obligations withdrawn).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 Nov 4, 2025. 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. Internal Revenue Service
  3. SPECIAL OPERATIONS
Funded by
  1. Department of the Treasury
  2. Internal Revenue Service
  3. HUMAN CAP, CORP PROGRAMS
Funded from
Shared services and supportProgram activities020-0919Federal accounts (agency financial reports)

Place of performance

Place of performance
Annandale, Fairfax County, Virginia 22003-1263
Congressional district (place of performance)
VA-11As reported at the time of the action

Classification and competition

Classification

NAICS
561611INVESTIGATION AND PERSONAL BACKGROUND CHECK SERVICES
Product or service (PSC)
R431SUPPORT- PROFESSIONAL: HUMAN RESOURCES (service)

Competition

Extent competed
Full and open competitionA
Solicitation procedures
Subject to multiple award fair opportunityMAFO
Set-aside
Not reported
Contract pricing
Firm fixed priceJ
Offers received
2

Contract details

Subcontracting plan
Plan not requiredB
Cost Accounting Standards clause
Not applicable exempt from CASX
Certified cost or pricing data
No
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
No - service where PBA is not used.N

Transaction history

Modification history

Base award
Jun 26, 2023Base obligation at award: $50,660
Latest action
Nov 4, 2025 — CloseoutModification P00007; administrative: no change in scope or value
Latest substantive action
May 21, 2024 — Option exercisedModification P00003; obligation change +$51,155
Latest funding action
Oct 2, 2025 — Funding onlyModification P00006; obligation change -$2,637; funding only: changes obligations, not scope
Actions by type
  • Base award1
  • Other administrative action3
  • Funding only2
  • Option exercised1
  • Closeout1
8 actions recorded, Jun 26, 2023 to Nov 4, 2025; 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 all options
-$51,775

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
2050
Contracting office code
2023H2
Transactions recorded under this award key
8

Funding

Funding agency code
2000
Funding sub-tier code
2050
Funding office code
2031HX
Treasury accounts
  • 020-2023/2023-0919-000
  • 020-2024/2024-0919-000
Object classes
  • 25.1: Advisory and assistance services
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression