Purchase Order 19FS1A23P0064
- Not listed
- The U.S. Department of State awarded a firm fixed-price purchase order to CEM Global Tax Planning LLC for delivery of the "RV101 Tax Considerations Prior to Retirement Seminar." The contract, valued at $1,875.00, was awarded on February 15, 2026, with an ultimate completion date of October 31, 2026. The seminar will be performed in Arlington, Virginia, and no small business set-aside designation was applied to this award. CEM Global Tax Planning LLC (UEI: HQS9KGJ3TDV6) will deliver...
- The Department of State's Foreign Service Institute awarded a firm fixed-price purchase order valued at one thousand eight hundred seventy-five dollars to the National Institute of Transition Planning, Inc. to deliver retirement planning seminars RV101 and RV105. Performance will take place from November 1, 2023 through October 31, 2024 in Arlington, Virginia. As the prime contractor, National Institute of Transition Planning will provide retirement planning services to support the Foreign...
- The Foreign Service Institute awarded a firm fixed-price purchase order to Megan Schaeffer Law LLC (UEI: K3CVZEYVCC85) on November 6, 2023, with a ceiling value of $2,812.50. The contract covers retirement planning seminars for RV101 and RV105 participants, to be performed in Arlington, Virginia. The contract utilized no set-aside designation and is scheduled for completion by October 31, 2024. This modest-value contract supports the Foreign Service Institute's professional development and...
- 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 Internal Revenue Service awarded a delivery order modification to Planning, Inc., a minority-owned, veteran-owned small business, for the presentation of Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS) retirement seminars. This modification closeout removes unexercised option lines, reducing the total contract value by $52,301 to $97,932. The contract is issued as a firm fixed-price delivery order under the General Services Administration's Multiple Award...
- 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...
- This is a firm fixed-price purchase order contract awarded by the Foreign Service Institute (a component of the U.S. Department of State) to the Law Offices of John L. Laster, a for-profit sole proprietorship based in Falls Church, Virginia. The contract, valued at $4,062.50, is for the provision of estate planning presentations, retirement seminars, and related legal consulting services to support the institute's residential training programs, specifically RV101 and RV105. The contract has a...
- This is a delivery order federal contract award to National Institute of Transition Planning, Inc., a for-profit company, by the Department of the Army Materiel Command TACOM Life Cycle Management Command. The contract is for a pre-retirement seminar, and is set aside for small businesses. The award has a completion date of September 26, 2019 and a potential value of $110,040.00. The contract is a firm fixed price contract awarded under the General Services Administration (GSA) Human Resources...
- This is a firm fixed-price purchase order award from the Foreign Service Institute, a civilian agency within the U.S. Department of State, to Emerick Learning, LLC, a woman-owned small business. The contract, valued at $3,750.00, is for the delivery of training and facilitation services, specifically programs such as "State 101" and "One Team" courses, to prepare government employees for roles in foreign policy and overseas assignments. The award, which does not have a...
- <p>This is a firm fixed-price purchase order contract awarded by the Foreign Service Institute, a civilian federal agency, to Megan Schaeffer Law LLC for the provision of retirement planning services (RV101 and RV105) with a ceiling value of $2,750.00. The contract has an ultimate completion date of September 30, 2023 and was awarded on November 29, 2022. No set-aside designation was used for this contract.</p>
CEM Global Tax Planning LLC was awarded a firm fixed price purchase order valued at $6,562.50 by the Department of State's Foreign Service Institute to provide an RV101 Retirement Planning Seminar titled "Tax Considerations Within Ten Years of Retirement." The seminar will cover tax planning considerations for federal employees nearing retirement and will be delivered in Arlington, Virginia between August 2023 and August 2024. As the prime contractor, CEM Global Tax Planning LLC will draw on subject matter expertise to educate participants about optimizing their retirement tax situation under relevant provisions. The Department of State's Foreign Service Institute aims to support career transition preparation for diplomats and this contract advances that goal through specialized retirement training.
Mod # | Description | ReasonForModification | Federal Obligation | Date |
|---|---|---|---|---|
| P00001 | Funding Only Action | ($175) | 6/22/23 | |
| Not listed | Not listed | $6.7k | 6/12/23 |