Blanket Purchase Agreement GS02F0002R-GS11P12YAA0013

Planning, Inc. was awarded a blanket purchase agreement by the General Services Administration to provide retirement training services. The BPA establishes call orders for seminars, workshops, and conferences to ready federal employees for retirement. Call orders issued to Planning, Inc. have secured retirement wellness training for GSA employees across various offices and locations. Seminars valued at $59,800 were placed in 2022 for the GSA Office of Administrative Services in Washington,...

The Department of the Treasury Bureau of the Fiscal Service awarded a blanket purchase agreement to Government Retirement & Benefits, Inc. to provide retirement, financial planning, and other training courses under the contractor's Multiple Award Schedule contract. The BPA has a potential value of $750,000 and period of performance through August 1, 2023. Under the BPA, Government Retirement & Benefits, Inc. has received multiple firm fixed price calls to deliver an array of retirement...

The Department of Health and Human Services awarded a blanket purchase agreement to National Institute of Transition Planning, Inc. to provide retirement planning seminars. The $233,225 time and materials BPA call contract was awarded under the Multiple Award Schedule and has a period of performance through September 2024. Services will be delivered at the agency's Potomac, Maryland headquarters location to assist personnel with financial preparations for retirement from federal service. The...

This Blanket Purchase Agreement (BPA) was awarded by the Defense Finance and Accounting Service (DFAS), a defense agency, to Insight Management Consulting, LLC, a for-profit limited liability company. The single-award BPA, valued at up to $999,999, is for the provision of retirement training services over the period of performance from October 1, 2023, to February 28, 2025. Under this BPA, Insight Management Consulting will deliver a range of retirement preparation courses and related...

Benefit Planning Inc., a Kentucky-based for-profit Subchapter S Corporation, has been awarded a Federal Supply Schedule contract (GS-02F-0035S) by the Federal Acquisition Service with a ceiling value of $1,531,404.00 and a period of performance from December 6, 2005, through December 5, 2025. Under this multiple-award contract vehicle, Benefit Planning Inc. provides professional development training services under Standard Industrial Classification 611430, offering retirement planning seminars...

Immigration and Customs Enforcement (ICE) awarded a single-award Blanket Purchase Agreement (BPA) to Benefit Planning Inc. for retirement training services, effective June 13, 2016, with an ultimate completion date of June 12, 2021, and a ceiling value of $1,156,500. The BPA was not designated as a set-aside and was issued without competition as a single award vehicle. Benefit Planning Inc., a for-profit Subchapter S Corporation based in Shelbyville, Kentucky, and registered in the System for...

The Department of the Treasury Departmental Offices awarded a $250,000 Blanket Purchase Agreement (BPA) to the National Institute of Transition Planning, Inc. (NITP), a woman-owned small business. Under this BPA, which runs from April 2022 through March 2027, NITP will provide retirement planning seminars, financial education, and transition services to Treasury Department employees in Washington, D.C. The contract is an Indefinite Delivery Vehicle (IDV) issued under the General Services...

This Blanket Purchase Agreement (BPA) was awarded by the Naval Sea Systems Command, a defense agency, to Business Management Research Associates, Inc. (BMRA), a veteran-owned and service-disabled veteran-owned small business contractor. The $249,999 multiple-award BPA, which has an ultimate completion date of June 24, 2029, is intended to provide retirement training and executive order modification services to the agency. BMRA is an experienced provider of training and professional development...

Wienken Advisors, LTD., a small business limited liability company based in Mechanicsburg, Pennsylvania, was awarded a Federal Supply Schedule contract by the General Services Administration's Federal Acquisition Service on April 19, 2010, with a ceiling value of $250,000 and an ultimate completion date of April 18, 2030. The contract is a multiple-award indefinite delivery vehicle that establishes pre-negotiated pricing and terms for retirement planning and training services delivered to...

This Blanket Purchase Agreement (BPA) was awarded by the Departmental Offices, a civilian agency within the Department of the Treasury, to Deloitte Consulting LLP, a large for-profit management and technology consulting firm. The BPA, with a total ceiling value of $1,216,419.03, is for actuarial services to make actuarial determinations and reports as required by public law. This includes producing experience studies of demographic rates used in the reports. The BPA does not utilize any small...