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AWARDDELIVERY ORDERSmall business

Delivery order HQ051620F0085NATIONAL INSTITUTE OF TRANSITION PLANNING, INC

Overview

Award facts

Net obligations
$28.11K
$28,106of $28.71K potential value
Outlays (paid to date)
$18.94K
$18.94K paid of $28.11K obligated$18,938
Period of performance
Aug 14, 2020 to Feb 24, 2023
Ended
Modifications
4
Latest action Jun 17, 2025
Contract type
Delivery order
PIID HQ051620F0085

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

TWO-DAY RETIREMENT SEMINAR TREASURY ACCOUNT SYMBOL 097 0100 000

Dates and value

Award date
Signed on Aug 14, 2020
Potential end of performance
Feb 23, 2023
Current value
$28,706Base and exercised options
Potential value (if all options are exercised)
$28,706
Parent contract vehicle
GS02F0183Y (FSS, multiple award) — 100 orders recorded under it

Obligations by fiscal year of action

  • FY2025: -$600 (de-obligation)
  • FY2022: $9,169
  • FY2021: $9,769
  • FY2020: $9,769

Total across 4 fiscal years: $28,106

Net de-obligation in that fiscal year (obligations withdrawn).

The Department of Defense funded and awarded this contract. DoD contract actions are withheld at the source for about 90 days after signature, so actions signed after Aug 9, 2026 are not yet public.

Source: Federal Procurement Data System contract actions as published by SAM.gov and USAspending.gov; latest action recorded Jun 17, 2025. View on USAspending · Recipient on SAM.gov

Recipient

NameNATIONAL INSTITUTE OF TRANSITION PLANNING, INC
LocationPOTOMAC, MD
UEIVS3GWENJ4F97
CAGE code0UVZ8
Business sizeSmall businessSize at award, per the contracting officer
Organization typeCorporate not tax exempt
Parent companyNATIONAL INSTITUTE OF TRANSITION PLANNING, INC

Business types and certifications

Women-ownedWomen-owned small business (WOSB)For-profit organizationCorporation (not tax-exempt)

Self-reported at the time of the action.

Agency and place

Awarding and funding

Awarded by
  1. Department of Defense
  2. Defense Media Activity
  3. HQ DEFENSE MEDIA ACTIVITY
Funded by
  1. Department of Defense
  2. Defense Media Activity
  3. HQ DEFENSE MEDIA ACTIVITY
Funded from
Training and recruiting; Undistributed; Unidentified; Field is optional prior to fy21Program activities097-0100Federal accounts (agency financial reports)

Place of performance

Place of performance
Rockville, Montgomery County, Maryland 20850-4210
Congressional district (place of performance)
MD-08As reported at the time of the action

Classification and competition

Classification

NAICS
541612HUMAN RESOURCES CONSULTING SERVICES (2007), HUMAN RESOURCES AND EXECUTIVE SEARCH CONSULTING SERVICES (2002)
Product or service (PSC)
U001EDUCATION/TRAINING- LECTURES (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
Yes - service where PBA is used.Y

Transaction history

Modification history

Base award
Aug 14, 2020Base obligation at award: $9,769
Latest action
Jun 17, 2025 — Change orderModification P00004; obligation change -$600
Latest substantive action
Jun 17, 2025 — Change orderModification P00004; obligation change -$600
Actions by type
  • Base award1
  • Supplemental agreement (within scope)1
  • Change order1
  • Option exercised1
  • Other administrative action1
5 actions recorded, Aug 14, 2020 to Jun 17, 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

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

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
Sea transportation
UnknownU

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
IT commercial item category
Not IT products or servicesZ
DoD claimant program
All others not identifiable to any other procurement programC9E
Awarding agency code
9700
Awarding sub-tier code
97F1
Contracting office code
HQ0516
Transactions recorded under this award key
5

Funding

Funding agency code
9700
Funding sub-tier code
97F1
Funding office code
HQ0516
Treasury accounts
  • 097-2020/2020-0100-000
  • 097-2021/2021-0100-000
  • 097-2022/2022-0100-000
Object classes
  • 25.1: Advisory and assistance services
  • 25.3: Other goods and services from Federal sources
Disaster or emergency funding (DEFC)
  • Q: Not Designated Nonemergency/Emergency/Disaster/Wildfire Suppression