Purchase Order N0016717P0177

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 Office of the Comptroller of the Currency (OCC) awarded a delivery order valued at $373,490 to Planning, Inc., a Virginia-based minority-owned, veteran-owned, and service-disabled veteran-owned small business, for Retirement Seminars Training Support Services. The contract, awarded on July 22, 2020, with an ultimate completion date of January 21, 2026, is set aside for small businesses under firm fixed-price terms. Performance will take place in Washington, DC. This delivery order likely...

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 Consumer Financial Protection Bureau awarded a firm fixed-price purchase order to Citibank, N.A. for Franklin Covey All Access Pass and instructor-led trainings, with a ceiling value of $22,952.35. The contract, awarded on January 16, 2024, with an ultimate completion date of January 15, 2025, was executed without a small business set-aside designation. Performance is to be completed in Washington, DC. This procurement falls within CFPB's broader professional development and training...

The U.S. Naval Facilities Engineering Command awarded a $13,592 firm-fixed-price purchase order to Planning, Inc., a minority-owned, veteran-owned, and service-disabled veteran-owned small business, to provide a virtual human resource management course from August 27 to August 30, 2024. The contract has an ultimate completion date of September 10, 2024 and was awarded on July 31, 2024. Planning, Inc. holds a $1.6 million Federal Supply Schedule contract (47QRAA24D00DB) with the General...

The Department of the Navy Naval Facilities Engineering Command awarded a Firm Fixed Price Purchase Order worth $9,367.00 to Planning, Inc., a minority veteran-owned small business, for a "Human Resource Management (HRM) for Supervisors" course. The contract has a completion date of January 26, 2024 and was awarded on January 22, 2024. Planning, Inc. has a history of performing various federal contracts, including services such as retirement planning seminars, payroll processing,...

The Consumer Financial Protection Bureau (CFPB) awarded a firm fixed price contract to The Capital Markets Company LLC (Capco) for compliance training services. The contract has a potential value of $258,897.52 and a completion date of March 14, 2024. Capco, a global management and technology consulting firm, will provide compliance training, cloud training, and financial compliance training to support CFPB's mission of regulating consumer financial products and services. This award is part of a...

The Consumer Financial Protection Bureau (CFPB) awarded a firm fixed price contract to The Capital Markets Company LLC (Capco), a global management and technology consultancy, to provide financial compliance training services. The $129,500 contract has a completion date of November 30, 2021 and does not utilize a set-aside designation. Capco, through its Capco Risc Consulting LLC division, has received multiple prime contracts and blanket purchase agreements (BPAs) from CFPB to deliver...

This is a federal contract award by the U.S. Patent and Trademark Office (USPTO) to the small business contractor Planning, Inc. The $97,740.00 firm fixed-price contract is for a "Financial Literacy Base Year" and is under the General Services Administration's (GSA) Human Resources & Equal Employment Opportunity Services Federal Supply Schedule (FSS-738-X). Planning, Inc. is a minority-owned, veteran-owned, and service-disabled veteran-owned small business that specializes in...

The U.S. Air Education and Training Command awarded a firm-fixed-price Purchase Order worth $109,350.00 to the Association For Financial Counseling And Planning Education, U.S.A. (AFCPE) for financial counseling training and certification support services. The contract has an ultimate completion date of August 6, 2025. The award was made on August 7, 2024 and does not utilize any set-aside designations. The contract requires AFCPE to provide these professional services at a place of...