BPA Call TPDBPDBPA100005-0002

This federal contract award, valued at $99,700.00, was issued by the Office of Human Resources Management to the small business Planning, Inc. The contract is a Blanket Purchase Agreement (BPA) call under a larger BPA (47HAA018A0209) for retirement wellness and financial planning services. The contract is set aside for small businesses and has a completion date of December 12, 2019. Planning, Inc. is a minority-owned, veteran-owned, and service-disabled veteran-owned small business that...

The U.S. Patent and Trademark Office (USPTO) awarded a $119,675 firm-fixed-price contract to Planning, Inc., a minority-owned, veteran-owned, and service-disabled veteran-owned small business, to provide financial literacy, early career, pre-retirement, and mid-career retirement training. This contract was issued as a blanket purchase agreement (BPA) call under the General Services Administration's (GSA) Multiple Award Schedule (MAS) contract. Planning, Inc. is an experienced federal contractor,...

This contract award provides retirement and financial planning courses to employees of the Department of the Treasury's Bureau of the Fiscal Service in Alexandria, Virginia. Valued at eleven thousand six hundred forty-four dollars, the firm fixed price contract calls for Government Retirement & Benefits, Inc. to deliver knowledge, materials, and tools to help Fiscal Service personnel make informed decisions regarding their retirement benefits. Awarded against the contractor's Multiple...

The Department of the Treasury awarded a $4,000 call order against the National Institute of Transition Planning, Inc.'s Multiple Award Schedule contract to provide an end-of-career retirement planning seminar for Federal Employees Retirement System participants. The seminar will take place in Washington, D.C. between September and December 2022. As a firm fixed price order under the Treasury's indefinite delivery/indefinite quantity BPA, the contract calls for the National Institute of...

The Department of the Treasury Bureau of the Fiscal Service awarded a firm fixed price contract valued at eleven thousand six hundred forty-four dollars to Government Retirement & Benefits, Inc. to provide retirement and financial planning courses to Fiscal Service employees. The contract was awarded on April 6, 2022 under the Multiple Award Schedule contract vehicle and calls against the Bureau's blanket purchase agreement. Performance will take place in Alexandria, Virginia through June...

This federal contract award is for Retirement Planning Training services provided by Benefit Planning Inc., a for-profit Subchapter S corporation, to the Department of the Navy Naval Sea Systems Command. The $115,830.00 firm fixed-price Delivery Order contract was awarded on February 1, 2019 and is scheduled for completion on September 30, 2021. The contract is issued under the General Services Administration (GSA) Professional Services Schedule (PSS) vehicle. No set-aside designation was...

This contract is for RETIREMENT AND FINANCIAL SEMINARS, awarded by a U.S. government agency to National Institute Of Transition Planning, Inc. (NITP), a for-profit, woman-owned small business. The contract has a total ceiling value of $339,500.00 and is a Firm Fixed Price Purchase Order. The services provided under this contract include delivering seminars, training sessions, and courses on topics such as federal benefits, estate planning, financial management, and transitioning from federal...

The Department of the Treasury awarded a firm fixed price blanket purchase agreement call against the National Institute of Transition Planning, Inc.'s Multiple Award Schedule contract. Valued at approximately $10,000, this BPA call is for retirement training services to be provided in Washington, D.C. from May through August 2022. Training will be delivered to Departmental Offices staff segmented into three categories: new employees, those with 10 or more years of experience, and those with 5...

The Department of the Treasury Bureau of the Fiscal Service awarded a $35,805.30 firm fixed price call against its Multiple Award Schedule to Government Retirement & Benefits, Inc. to provide retirement and financial planning courses to Fiscal Service employees in Alexandria, Virginia. No set-aside designation was used for this contract, which has a completion date of August 31, 2022 and was awarded on July 1, 2022. The training courses will be delivered under the Master Schedule at the...

The U.S. Department of Health and Human Services (HHS) awarded a $233,225 Blanket Purchase Agreement (BPA) call to National Institute Of Transition Planning, Inc. to provide retirement planning seminars. The contract is a Time and Materials (T&M) agreement under the General Services Administration (GSA) Multiple Award Schedule (MAS) program, with a performance period running through September 2025. This BPA call does not have a set-aside designation. National Institute Of Transition...