FIRM FIXED PRICESMALL BUSINESS SET ASIDE - TOTAL

PLANNING, INC. - OCC RETIREMENT SEMINARS TRAINING SUPPORT SERVICES

PIID: 2031JW20F00144Solicitation ID: 2031JW20Q00068
Signed Date: Jan 28, 2026Effective Date: Jul 22, 2020End Date: Closed on Jan 21, 2026
Award $
$360K
Vendor
PLANNING, INC.
NAICS
561611
Signed Date
Jan 28, 2026

Key Details

Dollars Obligated
$359,735
Base & All Options
Awarding Sub-Agency
Office of the Comptroller of the Currency
Product Service Code
R799 - SUPPORT- MANAGEMENT: OTHER
Extent Competed
FULL AND OPEN COMPETITION
Number of Offers
3
Place of Performance
WASHINGTON, DC, 202190003, CD-DC-98

Description

OCC RETIREMENT SEMINARS TRAINING SUPPORT SERVICES

Context & Analysis

On Jan 28, 2026, Department of the Treasury obligated $359,735 to PLANNING, INC. for occ retirement seminars training support services. The award is classified under NAICS 561611 — INVESTIGATION AND PERSONAL BACKGROUND CHECK SERVICES and issued as a firm fixed price contract. Competition extent: full and open competition with 3 offers received. The procurement used a SMALL BUSINESS SET ASIDE - TOTAL set-aside. Performance is located in WASHINGTON, DC. This award is one of several similar procurements from Department of the Treasury under NAICS 561611 — related awards are listed below.

Contractor Information

Contractor: PLANNING, INC.
UEI: V1L2KFHCLSJ4
CAGE Code: 1MZR5
Location: ANNANDALE, VA
View Full Record on USASpending.gov

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