BPA Call TPDBPDBPA100005-0006

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...

This is a delivery order contract awarded by the Office of the Comptroller of the Currency (OCC), a civilian federal agency, to Planning, Inc., a minority-owned, veteran-owned, and service-disabled veteran-owned small business. The $344,315.00 Firm Fixed Price contract is for OCC Retirement Seminars Training Support Services and is set aside for small businesses. The contract is part of Planning, Inc.'s existing Multiple Award Schedule (MAS) contract with the General Services Administration's...

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 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,...

The Securities and Exchange Commission awarded Practising Law Institute a $232,120 firm fixed price delivery order for enterprise licenses to its live and on-demand legal, regulatory and compliance conference and training platform. The licenses will provide SEC staff access to PLI's library of conferences and courses covering securities laws, rules and regulations. Performance will take place in New York, NY through September 30, 2021. No set-aside provisions were applied to this award made...

This is a federal contract award to Planning, Inc., a minority-owned, veteran-owned, and service-disabled veteran-owned small business. The contract, with a ceiling value of $100,486.11, is a Blanket Purchase Agreement (BPA) call under the General Services Administration's (GSA) Human Resources & Equal Employment Opportunity Services Federal Supply Schedule contract (FSS-738-X). The contract is for pre-retirement and financial/retirement planning training courses provided to the Office of...

This firm fixed price contract for $3,980 was awarded by the Department of Homeland Security's United States Secret Service to National Institute Of Transition Planning, Inc. to deliver four financial planning seminars. The seminars will be held in Potomac, Maryland by November 30, 2020. The contract was awarded on May 1, 2020 under the Coronavirus COVID-19 national interest action code, likely to provide financial education related to economic impacts of the pandemic. No set aside designation...

The Department of State Foreign Service Institute awarded a $2,250.00 firm fixed price purchase order to the National Institute of Transition Planning, Inc. (NITP) to provide an RV101 Retirement Planning Seminar titled "Planning for a Less Taxing Retirement" for the period of performance from July 28, 2022 to July 27, 2023. NITP is a for-profit organization that specializes in providing federal employee retirement planning services, including seminars, training sessions, and courses on...

The Department of Commerce U.S. Patent and Trademark Office awarded a Firm Fixed Price Blanket Purchase Agreement (BPA) Call contract to Planning, Inc., a minority-owned, service-disabled veteran-owned small business. The $101,110.00 contract is for financial literacy training services, to be performed in Alexandria, Virginia. Planning, Inc. has experience providing a variety of training and security services to federal agencies as both a prime contractor and subcontractor, including past work...

The Department of the Treasury awarded a $24,000 call order against the National Institute of Transition Planning, Inc.'s Multiple Award Schedule contract to provide retirement seminars. Under this firm fixed price order, the National Institute of Transition Planning will deliver retirement planning seminars for Treasury departmental office employees from August through December 2022 in Washington, D.C. No subcontractors or set aside designations were identified. The Treasury departmental...