Interior's $117M MFLC Contract Awarded to Zeiders Enterprises for Financial Counseling

Contract Overview

Contract Amount: $117,011,368 ($117.0M)

Contractor: Zeiders Enterprises, Inc.

Awarding Agency: Department of the Interior

Start Date: 2012-08-15

End Date: 2018-08-14

Contract Duration: 2,190 days

Daily Burn Rate: $53.4K/day

Competition Type: FULL AND OPEN COMPETITION

Number of Offers Received: 4

Pricing Type: FIRM FIXED PRICE

Sector: Other

Official Description: MFLC SUPPORT - PERSONAL FINANCIAL COUNSELING IGF::OT::IGF

Place of Performance

Location: WOODBRIDGE, PRINCE WILLIAM County, VIRGINIA, 22192

State: Virginia Government Spending

Plain-Language Summary

Department of the Interior obligated $117.0 million to ZEIDERS ENTERPRISES, INC. for work described as: MFLC SUPPORT - PERSONAL FINANCIAL COUNSELING IGF::OT::IGF Key points: 1. The contract awarded to Zeiders Enterprises for $117 million focuses on personal financial counseling services. 2. The award was made under full and open competition, suggesting a competitive bidding process. 3. The contract duration is 6 years, indicating a long-term need for these services. 4. The service category is 'Investment Advice', falling under NAICS code 523930. 5. The contract type is Firm Fixed Price, which sets a ceiling on costs.

Value Assessment

Rating: good

The contract value of $117 million over six years appears substantial for personal financial counseling. Benchmarking against similar contracts for investment advice and financial planning services would be necessary to fully assess value.

Cost Per Unit: N/A

Competition Analysis

Competition Level: full-and-open

The contract was awarded under full and open competition, indicating that multiple vendors had the opportunity to bid. This method generally promotes competitive pricing and ensures the government receives fair market value.

Taxpayer Impact: The competitive nature of the award suggests that taxpayer funds were likely used efficiently, as the pricing would have been driven by market forces.

Public Impact

Provides essential financial guidance to individuals, potentially improving financial literacy and well-being. Supports personnel by offering resources for investment and financial planning. The long-term nature of the contract ensures continuity of these important services. Services are delivered through Zeiders Enterprises, a single contractor for this period.

Waste & Efficiency Indicators

Waste Risk Score: 50 / 10

Warning Flags

  • Lack of specific performance metrics or outcomes in the provided data.
  • Potential for vendor lock-in given the 6-year duration.
  • Limited insight into the specific scope of 'personal financial counseling'.

Positive Signals

  • Awarded through full and open competition.
  • Firm Fixed Price contract type provides cost certainty.
  • Long-term contract ensures service continuity.

Sector Analysis

The contract falls under the professional, scientific, and technical services sector, specifically related to financial and investment advice. Spending in this area supports government personnel and operations through specialized expertise.

Small Business Impact

The provided data does not indicate whether small businesses were involved as subcontractors or prime contractors in this award. Further analysis would be needed to determine small business participation.

Oversight & Accountability

Oversight would typically involve contract performance reviews, financial audits, and ensuring compliance with contract terms by the Department of the Interior. The effectiveness of oversight depends on the agency's established processes.

Related Government Programs

  • Investment Advice
  • Department of the Interior Contracting
  • Departmental Offices Programs

Risk Flags

  • Contract duration is long (6 years).
  • Limited information on specific performance metrics.
  • Potential for cost overruns if not managed tightly, despite FFP.
  • Dependence on a single contractor for a critical service.
  • Scope of 'personal financial counseling' is broad and requires clear definition.

Tags

investment-advice, department-of-the-interior, va, definitive-contract, 100m-plus

Frequently Asked Questions

What is this federal contract paying for?

Department of the Interior awarded $117.0 million to ZEIDERS ENTERPRISES, INC.. MFLC SUPPORT - PERSONAL FINANCIAL COUNSELING IGF::OT::IGF

Who is the contractor on this award?

The obligated recipient is ZEIDERS ENTERPRISES, INC..

Which agency awarded this contract?

Awarding agency: Department of the Interior (Departmental Offices).

What is the total obligated amount?

The obligated amount is $117.0 million.

What is the period of performance?

Start: 2012-08-15. End: 2018-08-14.

What specific financial counseling services are included under this contract, and how are they tailored to the needs of the Department of the Interior's personnel?

The contract specifies 'Investment Advice' under NAICS 523930, suggesting services related to financial planning, investment strategies, and potentially retirement planning. The exact scope would detail the types of counseling, educational materials, and advisory services provided, tailored to the demographic and financial situations of the agency's workforce.

How does the $117 million contract value compare to industry benchmarks for similar personal financial counseling services over a six-year period?

Benchmarking requires comparing the per-unit cost or total contract value against similar government or commercial contracts for financial counseling. Factors like the number of individuals served, the complexity of services, and geographic reach influence cost. Without specific service delivery metrics, a precise benchmark is difficult, but the value suggests a significant scope of service.

What mechanisms are in place to ensure the quality and effectiveness of the financial counseling provided by Zeiders Enterprises?

Quality assurance would likely involve performance metrics defined in the contract, regular reporting from the contractor, and periodic reviews by the contracting officer's representative. Client satisfaction surveys and outcome tracking (e.g., improved financial literacy scores) could also be employed to gauge effectiveness.

Industry Classification

NAICS: Finance and InsuranceOther Financial Investment ActivitiesInvestment Advice

Product/Service Code: SUPPORT SVCS (PROF, ADMIN, MGMT)PROFESSIONAL SERVICES

Competition & Pricing

Extent Competed: FULL AND OPEN COMPETITION

Solicitation Procedures: NEGOTIATED PROPOSAL/QUOTE

Offers Received: 4

Pricing Type: FIRM FIXED PRICE (J)

Evaluated Preference: NONE

Contractor Details

Address: 2750 KILLARNEY DR STE 100, WOODBRIDGE, VA, 22192

Business Categories: Category Business, Corporate Entity Not Tax Exempt, Not Designated a Small Business, Special Designations, Subchapter S Corporation, U.S.-Owned Business, Veteran Owned Business

Financial Breakdown

Contract Ceiling: $218,737,165

Exercised Options: $177,380,518

Current Obligation: $117,011,368

Subaward Activity

Number of Subawards: 5

Total Subaward Amount: $3,789,376

Contract Characteristics

Commercial Item: COMMERCIAL PRODUCTS/SERVICES

Cost or Pricing Data: NO

Timeline

Start Date: 2012-08-15

Current End Date: 2018-08-14

Potential End Date: 2018-08-14 00:00:00

Last Modified: 2022-10-24

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