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AWARDDELIVERY ORDERSmall business

Delivery order 73351019F0161THE JOACHIM GROUP, CPA'S & CONSULTANTS, LLC

Overview

Award facts

Net obligations
$5.99K
$5,986of $53.8K potential value
Outlays (paid to date)
$5.99K
$5.99K paid of $5.99K obligated$5,986
Period of performance
Sep 16, 2019 to Sep 15, 2023
Ended
Modifications
7
Latest action Jan 10, 2024
Contract type
Delivery order
PIID 73351019F0161

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

STATICAL CONSULTING SERVICES TO SUPPORT AUDIT WORK PERFORMED BY THE OIG

Dates and value

Award date
Signed on Sep 16, 2019
Potential end of performance
Sep 14, 2024
Current value
$5,986Base and exercised options
Potential value (if all options are exercised)
$53,797
Parent contract vehicle
GS00F004HA (FSS, multiple award) — 2 orders recorded under it

Obligations by fiscal year of action

  • FY2024: -$171,735 (de-obligation)
  • FY2022: $46,419
  • FY2021: $45,067
  • FY2020: $43,754
  • FY2019: $42,480

Total across 5 fiscal years: $5,986

Net de-obligation in that fiscal year (obligations withdrawn).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 Jan 10, 2024. View on USAspending · Recipient on SAM.gov

Recipient

NameTHE JOACHIM GROUP, CPA'S & CONSULTANTS, LLC
LocationROANOKE, VA
UEIS5NWNMJW3593
CAGE code4CSD0
Business sizeSmall businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyTHE JOACHIM GROUP, CPA'S & CONSULTANTS, LLC

Business types and certifications

Service-disabled veteran-ownedVeteran-ownedMinority-ownedSelf-certified small disadvantaged businessSBA 8(a) program participantFor-profit organizationLimited liability companySubchapter S corporationCorporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Small Business Administration
  2. OFC OF PERF MGMT AND CFO
Funded by
  1. Small Business Administration
  2. OFC OF INSPECTOR GENERAL
Funded from
AuditProgram activities073-0200Federal accounts (agency financial reports)

Place of performance

Place of performance
Roanoke, Virginia 24018-1150
Congressional district (place of performance)
VA-09As reported at the time of the action

Classification and competition

Classification

NAICS
541211OFFICES OF CERTIFIED PUBLIC ACCOUNTANTS
Product or service (PSC)
R704SUPPORT- MANAGEMENT: AUDITING (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
1

Contract details

Subcontracting plan
Plan not requiredB
Service Contract Act labor standards
Yes
Commercial procedures
Commercial products/servicesA
Government-furnished property
Transaction does not use GFE/GFPN
Bundled requirement
Not bundledH
Consolidated requirement
Not consolidatedD
Undefinitized action (terms not final)
No
Performance-based service acquisition
No - service where PBA is not used.N

Transaction history

Modification history

Base award
Sep 16, 2019Base obligation at award: $42,480
Latest action
Jan 10, 2024 — CloseoutModification P00007; obligation change -$171,735; administrative: no change in scope or value
Latest substantive action
Jun 22, 2022 — Option exercisedModification P00005; obligation change +$46,419
Actions by type
  • Base award1
  • Option exercised3
  • Other administrative action3
  • Closeout1
8 actions recorded, Sep 16, 2019 to Jan 10, 2024; each action counted once.

All contract data

All contract data

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

Competition

Evaluation preference
No preference used
Local area set-aside
No
Synopsized publicly (SAM.gov / FedBizOpps)
Yes
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
-$171,735
Latest action: change in base and all options
-$171,735

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 Service4732
Awarding agency code
7300
Awarding sub-tier code
7300
Contracting office code
733510
Transactions recorded under this award key
8

Funding

Funding agency code
7300
Funding sub-tier code
7300
Funding office code
734110
Treasury accounts
  • 073-2019/2019-0200-000
  • 073-2020/2020-0200-000
  • 073-2021/2021-0200-000
  • 073-2022/2022-0200-000
Object classes
  • 25.2: Other services from non-Federal sources
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression