Award history/ Contract history/ 73351022F0102

73351022F0102

TRUENORTH, LLC

Net obligations $354.5K No prior-range comparison

Contract actions 4 No prior-range comparison

Primary NAICS 541611 ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES

Primary PSC B547 SPECIAL STUDIES/ANALYSIS- ACCOUNTING/FINANCIAL MANAGEMENT

Potential value -$17 Base and all options value

Contract status Completed Through Sep 29, 2023

Contract profile

Parties, scope and performance

Requirement description

MODIFICATION P00003 ISSUED TO 73351022F0102 FOR THE FOLLOWING: 1) DECREASE FROM $354,523.00 BY $16.57 FOR A NEW TOTAL OF $354,506.43. 2) CLOSEOUT CREDIT RISK SCORING AND PORTFOLIO ANALYSIS SERVICES NON-COVID OPTION PERIOD 1

Department

SMALL BUSINESS ADMINISTRATION7300

Contracting agency

SMALL BUSINESS ADMINISTRATION7300

Contracting office

OFC OF PERF MGMT AND CFO733510

Vendor

TRUENORTH, LLCUEI J24MW8EKHC15 · CAGE 5JN13

Effective date

2021-09-30 00:00:00

Ultimate completion

2023-09-29 00:00:00

Referenced IDV

7300 · 73351021A0017

All available history

Net obligations by year

2022 2023

Classification mix

NAICS industries

1 total

NAICS	Description	Obligations	Actions	Share
541611	ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES	$354.5K	4	100.0%

Showing 1–1 of 1

Classification mix

Product and service codes

1 total

PSC	Description	Obligations	Actions	Share
B547	SPECIAL STUDIES/ANALYSIS- ACCOUNTING/FINANCIAL MANAGEMENT	$354.5K	4	100.0%

Showing 1–1 of 1

Transaction and modification history

How the contract changed

4 total

Signed	Modification	Office	Change in obligations	NAICS	PSC
Oct 16, 2023	P00003	OFC OF PERF MGMT AND CFO	-$17	541611	B547
Mar 28, 2023	P00002	OFC OF PERF MGMT AND CFO	$0	541611	B547
Oct 11, 2022	P00001	OFC OF PERF MGMT AND CFO	$0	541611	B547
Sep 16, 2022	0	OFC OF PERF MGMT AND CFO	$354.5K	541611	B547

Showing 1–4 of 4

SAM subcontract reporting

Who participates below the prime

0 total

Subaward	Subcontractor	UEI	Date	Amount	Location
No SAM subcontract records were matched to this Agency + PIID.

Showing 0–0 of 0

Principal place of performance

Where the contracted work is performed

This is contract performance geography, not the vendor’s registered entity address.

City

County

State or territory

ZIP code

Country

Congressional district

Latest historical transaction

All populated award fields

173 fields

Field	Value
awardID › awardContractID › agencyID	7300
awardID › awardContractID › agencyID › name	SMALL BUSINESS ADMINISTRATION
awardID › awardContractID › PIID	73351022F0102
awardID › awardContractID › modNumber	P00003
awardID › referencedIDVID › agencyID	7300
awardID › referencedIDVID › agencyID › name	SMALL BUSINESS ADMINISTRATION
awardID › referencedIDVID › PIID	73351021A0017
awardID › referencedIDVID › modNumber	P00002
relevantContractDates › signedDate	2023-10-16 00:00:00
relevantContractDates › effectiveDate	2021-09-30 00:00:00
relevantContractDates › currentCompletionDate	2023-09-29 00:00:00
relevantContractDates › ultimateCompletionDate	2023-09-29 00:00:00
dollarValues › obligatedAmount	-16.57
dollarValues › baseAndExercisedOptionsValue	-16.57
dollarValues › baseAndAllOptionsValue	-16.57
totalDollarValues › totalObligatedAmount	354506.43
totalDollarValues › totalBaseAndExercisedOptionsValue	354506.43
totalDollarValues › totalBaseAndAllOptionsValue	354506.43
purchaserInformation › contractingOfficeAgencyID	7300
purchaserInformation › contractingOfficeAgencyID › name	SMALL BUSINESS ADMINISTRATION
purchaserInformation › contractingOfficeAgencyID › departmentID	7300
purchaserInformation › contractingOfficeAgencyID › departmentName	SMALL BUSINESS ADMINISTRATION
purchaserInformation › contractingOfficeID	733510
purchaserInformation › contractingOfficeID › name	OFC OF PERF MGMT AND CFO
purchaserInformation › contractingOfficeID › country	USA
purchaserInformation › fundingRequestingAgencyID	7300
purchaserInformation › fundingRequestingAgencyID › name	SMALL BUSINESS ADMINISTRATION
purchaserInformation › fundingRequestingAgencyID › departmentID	7300
purchaserInformation › fundingRequestingAgencyID › departmentName	SMALL BUSINESS ADMINISTRATION
purchaserInformation › fundingRequestingOfficeID	732990
purchaserInformation › fundingRequestingOfficeID › name	OFC OF DISASTER ASSISTANCE
purchaserInformation › foreignFunding	X
purchaserInformation › foreignFunding › description	NOT APPLICABLE
contractData › contractActionType	A
contractData › contractActionType › description	BPA CALL
contractData › contractActionType › part8OrPart13	PART8
contractData › typeOfContractPricing	Z
contractData › typeOfContractPricing › description	LABOR HOURS
contractData › reasonForModification	K
contractData › reasonForModification › description	CLOSE OUT
contractData › nationalInterestActionCode	NONE
contractData › nationalInterestActionCode › description	NONE
contractData › costOrPricingData	N
contractData › costOrPricingData › description	No
contractData › descriptionOfContractRequirement	MODIFICATION P00003 ISSUED TO 73351022F0102 FOR THE FOLLOWING: 1) DECREASE FROM $354,523.00 BY $16.57 FOR A NEW TOTAL OF $354,506.43. 2) CLOSEOUT CREDIT RISK SCORING AND PORTFOLIO ANALYSIS SERVICES NON-COVID OPTION PERIOD 1
contractData › inherentlyGovernmentalFunction	OT
contractData › inherentlyGovernmentalFunction › description	OTHER FUNCTIONS
contractData › GFE_GFP	N
contractData › GFE_GFP › description	Transaction does not use GFE/GFP
contractData › undefinitizedAction	X
contractData › undefinitizedAction › description	NO
contractData › consolidatedContract	D
contractData › consolidatedContract › description	NOT CONSOLIDATED
contractData › performanceBasedServiceContract	N
contractData › performanceBasedServiceContract › description	NO - SERVICE WHERE PBA IS NOT USED.
contractData › referencedIDVPart8OrPart13	PART8
contractData › contingencyHumanitarianPeacekeepingOperation	X
contractData › contingencyHumanitarianPeacekeepingOperation › description	NOT APPLICABLE
contractData › referencedIDVMultipleOrSingle	S
contractData › referencedIDVMultipleOrSingle › description	SINGLE AWARD
contractData › referencedIDVType	E
contractData › referencedIDVType › description	BPA
contractData › purchaseCardAsPaymentMethod	N
contractData › purchaseCardAsPaymentMethod › description	NO
contractData › numberOfActions	1
legislativeMandates › ClingerCohenAct	N
legislativeMandates › ClingerCohenAct › description	NO
legislativeMandates › materialsSuppliesArticlesEquipment	X
legislativeMandates › materialsSuppliesArticlesEquipment › description	NOT APPLICABLE
legislativeMandates › laborStandards	Y
legislativeMandates › laborStandards › description	YES
legislativeMandates › constructionWageRateRequirements	X
legislativeMandates › constructionWageRateRequirements › description	NOT APPLICABLE
legislativeMandates › listOfAdditionalReportingValues › additionalReportingValue	NONE
legislativeMandates › listOfAdditionalReportingValues › additionalReportingValue › description	NONE OF THE ABOVE
legislativeMandates › interagencyContractingAuthority	X
legislativeMandates › interagencyContractingAuthority › description	NOT APPLICABLE
productOrServiceInformation › productOrServiceCode	B547
productOrServiceInformation › productOrServiceCode › description	SPECIAL STUDIES/ANALYSIS- ACCOUNTING/FINANCIAL MANAGEMENT
productOrServiceInformation › productOrServiceCode › productOrServiceType	SERVICE
productOrServiceInformation › contractBundling	H
productOrServiceInformation › contractBundling › description	NOT BUNDLED
productOrServiceInformation › principalNAICSCode	541611
productOrServiceInformation › principalNAICSCode › description	ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING SERVICES
productOrServiceInformation › recoveredMaterialClauses	C
productOrServiceInformation › recoveredMaterialClauses › description	NO CLAUSES INCLUDED AND NO SUSTAINABILITY INCLUDED
productOrServiceInformation › manufacturingOrganizationType	A
productOrServiceInformation › manufacturingOrganizationType › description	U.S. OWNED BUSINESS
productOrServiceInformation › useOfEPADesignatedProducts	E
productOrServiceInformation › useOfEPADesignatedProducts › description	NOT REQUIRED
productOrServiceInformation › countryOfOrigin	USA
productOrServiceInformation › countryOfOrigin › name	UNITED STATES
productOrServiceInformation › placeOfManufacture	C
productOrServiceInformation › placeOfManufacture › description	NOT A MANUFACTURED END PRODUCT
vendor › vendorHeader › vendorName	TRUENORTH, LLC
vendor › vendorSiteDetails › vendorSocioEconomicIndicators › isSmallBusiness	1
vendor › vendorSiteDetails › vendorSocioEconomicIndicators › isWomenOwned	1
vendor › vendorSiteDetails › vendorSocioEconomicIndicators › isWomenOwnedSmallBusiness	1
vendor › vendorSiteDetails › vendorBusinessTypes › businessOrOrganizationType › isCorporateEntityNotTaxExempt	1
vendor › vendorSiteDetails › vendorRelationshipWithFederalGovernment › receivesContractsAndGrants	1
vendor › vendorSiteDetails › vendorOrganizationFactors › isLimitedLiabilityCorporation	1
vendor › vendorSiteDetails › vendorOrganizationFactors › profitStructure › isForProfitOrganization	1
vendor › vendorSiteDetails › vendorOrganizationFactors › stateOfIncorporation	MD
vendor › vendorSiteDetails › vendorOrganizationFactors › stateOfIncorporation › name	MARYLAND
vendor › vendorSiteDetails › vendorOrganizationFactors › countryOfIncorporation	USA
vendor › vendorSiteDetails › vendorOrganizationFactors › countryOfIncorporation › name	UNITED STATES
vendor › vendorSiteDetails › vendorOrganizationFactors › organizationalType	CORPORATE NOT TAX EXEMPT
vendor › vendorSiteDetails › vendorLocation › streetAddress	9711 WASHINGTONIAN BLVD, SUITE 550
vendor › vendorSiteDetails › vendorLocation › city	GAITHERSBURG
vendor › vendorSiteDetails › vendorLocation › state	MD
vendor › vendorSiteDetails › vendorLocation › state › name	MARYLAND
vendor › vendorSiteDetails › vendorLocation › ZIPCode	208785789
vendor › vendorSiteDetails › vendorLocation › ZIPCode › city	GAITHERSBURG
vendor › vendorSiteDetails › vendorLocation › countryCode	USA
vendor › vendorSiteDetails › vendorLocation › countryCode › name	UNITED STATES
vendor › vendorSiteDetails › vendorLocation › phoneNo	4435289691
vendor › vendorSiteDetails › vendorLocation › congressionalDistrictCode	06
vendor › vendorSiteDetails › vendorLocation › entityDataSource	D&B
vendor › vendorSiteDetails › vendorAlternateSiteCode	21050
vendor › vendorSiteDetails › entityIdentifiers › vendorUEIInformation › UEI	J24MW8EKHC15
vendor › vendorSiteDetails › entityIdentifiers › vendorUEIInformation › UEILegalBusinessName	TRUENORTH, LLC
vendor › vendorSiteDetails › entityIdentifiers › vendorUEIInformation › ultimateParentUEI	WNPEBMGJRLQ3
vendor › vendorSiteDetails › entityIdentifiers › vendorUEIInformation › ultimateParentUEIName	TRUENORTH LLC
vendor › vendorSiteDetails › entityIdentifiers › cageCode	5JN13
vendor › vendorSiteDetails › ccrRegistrationDetails › registrationDate	2009-06-18 00:00:00
vendor › vendorSiteDetails › ccrRegistrationDetails › renewalDate	2018-10-20 00:00:00
vendor › contractingOfficerBusinessSizeDetermination	S
vendor › contractingOfficerBusinessSizeDetermination › description	SMALL BUSINESS
placeOfPerformance › principalPlaceOfPerformance › stateCode	MD
placeOfPerformance › principalPlaceOfPerformance › stateCode › name	MARYLAND
placeOfPerformance › principalPlaceOfPerformance › countryCode	USA
placeOfPerformance › principalPlaceOfPerformance › countryCode › name	UNITED STATES
placeOfPerformance › placeOfPerformanceZIPCode	208781001
placeOfPerformance › placeOfPerformanceZIPCode › county	MONTGOMERY
placeOfPerformance › placeOfPerformanceZIPCode › city	GAITHERSBURG
placeOfPerformance › placeOfPerformanceCongressionalDistrict	06
competition › extentCompeted	A
competition › extentCompeted › description	FULL AND OPEN COMPETITION
competition › solicitationProcedures	MAFO
competition › solicitationProcedures › description	SUBJECT TO MULTIPLE AWARD FAIR OPPORTUNITY
competition › idvTypeOfSetAside	SBA
competition › idvTypeOfSetAside › description	SMALL BUSINESS SET ASIDE - TOTAL
competition › typeOfSetAsideSource	E
competition › typeOfSetAsideSource › description	BPA
competition › evaluatedPreference	NONE
competition › evaluatedPreference › description	NO PREFERENCE USED
competition › statutoryExceptionToFairOpportunity	CSA
competition › statutoryExceptionToFairOpportunity › description	COMPETITIVE SET ASIDE
competition › idvNumberOfOffersReceived	4
competition › numberOfOffersSource	E
competition › numberOfOffersSource › description	BPA
competition › commercialItemAcquisitionProcedures	A
competition › commercialItemAcquisitionProcedures › description	COMMERCIAL PRODUCTS/SERVICES
competition › commercialItemTestProgram	N
competition › commercialItemTestProgram › description	NO
competition › A76Action	N
competition › A76Action › description	NO
competition › localAreaSetAside	N
competition › localAreaSetAside › description	NO
transactionInformation › createdBy	MARY.WOODIN@SBA.GOV
transactionInformation › createdDate	2023-10-10 15:41:59
transactionInformation › lastModifiedBy	MARY.WOODIN@SBA.GOV
transactionInformation › lastModifiedDate	2023-10-16 19:53:53
transactionInformation › status	F
transactionInformation › status › description	FINAL
transactionInformation › approvedBy	MARY.WOODIN@SBA.GOV
transactionInformation › approvedDate	2023-10-16 19:53:53
transactionInformation › closedBy	MARY.WOODIN@SBA.GOV
transactionInformation › closedDate	2023-10-16 19:53:52
transactionInformation › closedStatus	Y
genericTags › genericStrings › genericString01	2022-09-01 00:00:00
genericTags › genericStrings › genericString02	J24MW8EKHC15
genericTags › genericStrings › genericString06	O