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  5. PLANNING TECHNOLOGY, INC.

PLANNING TECHNOLOGY, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: PLANNING TECHNOLOGY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

PLANNING TECHNOLOGY, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 04 Sep 1990 (35 years ago)
Document Number: L98449
FEI/EIN Number 593026501

Federal Employer Identification (FEI) Number assigned by the IRS.
Address: 7381 114th Avenue, LARGO, FL, 33773, US
Mail Address: 7381 114th Avenue, 407, LARGO, FL, 33773, US
ZIP code: 33773
County: Pinellas
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of PLANNING TECHNOLOGY, INC., ALASKA 113104 ALASKA

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
1Y6Y3 Obsolete Non-Manufacturer 2002-07-02 2024-01-29 - 2025-01-24

Contact Information
POC ROBERT ORI
Phone +1 727-572-5586
Fax +1 727-299-0837
Address 2841 EXECUTIVE DR, CLEARWATER, FL, 33762 5558, UNITED STATES

Ownership of Offeror Information
Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

Key Officers & Management

Name Role Address
Roberts Jerry E Director 807 Bay Point Dr, Clearwater, FL, 33762
Ori Robert V Director 2452 Channing Circle, Clearwater, FL, 33764
ORI, ROBERT V. Agent 7381 114th Avenue, Largo, FL, FL, 33773

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2024-10-14 7381 114th Avenue, SUITE 407, LARGO, FL 33773 -
CHANGE OF MAILING ADDRESS 2024-01-09 7381 114th Avenue, SUITE 407, LARGO, FL 33773 -
REGISTERED AGENT ADDRESS CHANGED 2007-01-05 2841 EXECUTIVE DR, SUITE 200, CLEARWATER, FL 33762 -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J24000045565 ACTIVE 22-004467-CI PINELLAS CTY 2023-12-12 2029-01-23 $546,838.90 GULF COAST BANK AND TRUST COMPANY, 200 ST. CHARLES AVENUE, NEW ORLEANS, LA 70130
J22000147290 ACTIVE 2021-CA-004288-CI PINELLAS COUNTY CIRCUIT COURT 2022-03-09 2027-03-25 $331,898.59 JPMORGAN CHASE BANK, N.A., P.O. BOX 29550, PHOENIX, AZ 85038

Documents

Name Date
ANNUAL REPORT 2024-01-09
ANNUAL REPORT 2023-02-11
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-01-29
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-01-16
ANNUAL REPORT 2018-01-17
ANNUAL REPORT 2017-01-11
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-08

USAspending Awards. Contracts

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
DEFINITIVE CONTRACT AWARD 6973GH25C00046 2025-01-15 2030-01-31 2030-01-31
Unique Award Key CONT_AWD_6973GH25C00046_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Award Amounts
Obligated Amount 370643.52
Current Award Amount 370643.52
Potential Award Amount 1967796.78

Description
Title ELECTRONIC TERMINAL INSTRUMENT PROCEDURES (ETERPS) FOR OBSTRUCTION EVALUATION (OE) AND NON-RULEMAKING ACTIONS (NRA) CASE STUDIES AUTOMATION.
NAICS Code 541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product and Service Codes 7A21: IT AND TELECOM - BUSINESS APPLICATION SOFTWARE (PERPETUAL LICENSE SOFTWARE)

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Recipient Address UNITED STATES, 2841 EXECUTIVE DR, STE 200, CLEARWATER, PINELLAS, FLORIDA, 337625558
PURCHASE ORDER AWARD 6973GH24P01455 2024-01-25 2024-02-29 2024-02-29
Unique Award Key CONT_AWD_6973GH24P01455_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Award Amounts
Obligated Amount 51705.44
Current Award Amount 51705.44
Potential Award Amount 54005.44

Description
Title ETERPS RETROFIT
NAICS Code 541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product and Service Codes 7A20: IT AND TELECOM - APPLICATION DEVELOPMENT SOFTWARE (PERPETUAL LICENSE SOFTWARE)

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Recipient Address UNITED STATES, 2841 EXECUTIVE DR, STE 200, CLEARWATER, PINELLAS, FLORIDA, 337625558
PURCHASE ORDER AWARD 6973GH22P05527 2022-08-29 2024-03-31 2024-03-31
Unique Award Key CONT_AWD_6973GH22P05527_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Award Amounts
Obligated Amount 40956.36
Current Award Amount 40956.36
Potential Award Amount 40956.36

Description
Title ENGINEERING & INFORMATION SYSTEMS SUPPORT & SERVICES FOR POET I TO POET II DATABASE TRANSITIONAL UPGRADE.
NAICS Code 541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product and Service Codes R425: SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Recipient Address UNITED STATES, 2841 EXECUTIVE DR STE 200, CLEARWATER, PINELLAS, FLORIDA, 337625558
DCA AWARD DTFAAC10C00018 2010-06-25 2015-01-31 2015-01-31
Unique Award Key CONT_AWD_DTFAAC10C00018_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Description
Title BASE YEAR - CLIN 0001 7 MONTHS @ $25,533.25 PER MONTH = TOTAL $178,732.75 (JULY 1, 2010-JANUARY 31, 2011) AUTOTERPS CALCULATOR SOFTWARE (ATC83B) LICENSE AGREEMENT TAS::69 1301::TAS
NAICS Code 541990: ALL OTHER PROFESSIONAL, SCIENTIFIC, AND TECHNICAL SERVICES
Product and Service Codes D399: OTHER ADP & TELECOMMUNICATIONS SVCS

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Legacy DUNS 002567134
Recipient Address 2841 EXECUTIVE DR STE 200, CLEARWATER, 337625558, UNITED STATES
PO AWARD DTFAAC09P02376 2009-07-01 2009-09-30 2009-09-30
Unique Award Key CONT_AWD_DTFAAC09P02376_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Description
Title ADDITIONAL 3 MONTHS LICENSE AGREEMENT FOR USE OF SOFTWARE MARKETED AS AUTOTERPS CALCULATOR ATC83_B FOR THE PERIOD OF 7/1/09 - 9/30/09 $19,125.00 PER MONTH TOTAL $57,375.00
NAICS Code 541990: ALL OTHER PROFESSIONAL, SCIENTIFIC, AND TECHNICAL SERVICES
Product and Service Codes D399: OTHER ADP & TELECOMMUNICATIONS SVCS

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Legacy DUNS 002567134
Recipient Address 2841 EXECUTIVE DR STE 200, CLEARWATER, 337625558, UNITED STATES
PURCHASE ORDER AWARD DTFAAC08P02574 2008-06-12 2008-09-30 2008-09-30
Unique Award Key CONT_AWD_DTFAAC08P02574_6920_-NONE-_-NONE-
Awarding Agency Department of Transportation
Link View Page

Award Amounts
Obligated Amount 222522.98
Current Award Amount 537763.89
Potential Award Amount 537763.89

Description
Title LICENSE AGREEMENT FOR USE OF SOFTWARE MARKETED AS AUTOTERPS CALCULATOR ATC83A1 FOR 3 MONTH PERIOD PER THE ATTACHED STATEMENT OF WORK
NAICS Code 541511: CUSTOM COMPUTER PROGRAMMING SERVICES
Product and Service Codes 7030: ADP SOFTWARE

Recipient Details
Recipient PLANNING TECHNOLOGY INC
UEI FJ3RBVBBBU23
Legacy DUNS 002567134
Recipient Address 2841 EXECUTIVE DR STE 200, CLEARWATER, PINELLAS, FLORIDA, 337625558, UNITED STATES

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9068497303 2020-05-01 0455 PPP 2841 Executive Drive, Clearwater, FL, 33762
Loan Status Date 2021-08-24
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 93319
Loan Approval Amount (current) 93319
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clearwater, PINELLAS, FL, 33762-0001
Project Congressional District FL-14
Number of Employees 4
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 94464.75
Forgiveness Paid Date 2021-07-22
6637538502 2021-03-04 0455 PPS 2841 Executive Dr Ste 200, Clearwater, FL, 33762-5558
Loan Status Date 2021-11-20
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 93317
Loan Approval Amount (current) 93317
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clearwater, PINELLAS, FL, 33762-5558
Project Congressional District FL-13
Number of Employees 4
NAICS code 541990
Borrower Race Unanswered
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 93915.78
Forgiveness Paid Date 2021-10-25

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P0278591 PLANNING TECHNOLOGY INC PLANNING TECHNOLOGY INC FJ3RBVBBBU23 2841 EXECUTIVE DR, STE 200, CLEARWATER, FL, 33762-5558
Capabilities Statement Link -
Phone Number 727-492-4133
Fax Number 727-299-0837
E-mail Address roberto@plan-tech.com
WWW Page http://www.plan-tech.com
E-Commerce Website -
Contact Person ROBERT ORI
County Code (3 digit) 103
Congressional District 13
Metropolitan Statistical Area 8280
CAGE Code 1Y6Y3
Year Established 1990
Accepts Government Credit Card No
Legal Structure Corporation
Ownership and Self-Certifications -
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative Information Technology service including web application development and hosting for aviation with emphasis on airspace obstruction, database and CIP/grant tracking programs.
Special Equipment/Materials (none given)
Business Type Percentages Research and Development (10 %) Service (90 %)
Keywords Web application, aviation, databases, analysis
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals
Name Jerry E. Roberts
Role Principal
Name Robert V. Ori
Role Principal

SBA Federal Certifications
HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels
Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS
Primary Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 611420
NAICS Code's Description Computer Training
Buy Green Yes

Export Profile (Trade Mission Online)
Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Performance History (References)
Name Airport Air Traffic Control Tower Siting Standardization
Contract DTFACT-04-C-00025
Start 2004-09-02
End 2005-05-31
Value $297,000
Contact William Vaughn
Phone 609-485-6987

Companies related by officers

No other companies in our directory share the same officers as PLANNING TECHNOLOGY, INC.

Companies related by address

No other companies in our directory share the same address as PLANNING TECHNOLOGY, INC.

Date of last update: 03 May 2025

Sources: Florida Department of State

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