Blanket Purchase Agreement GS02F0087S-TPDBPDBPA10005

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,...

This is a Federal Supply Schedule (FSS) contract awarded by the General Services Administration (GSA) to Wealth Management Group of Georgia LLC, a Service Disabled Veteran Owned Small Business (SDVOSB) and SBA Certified Small Disadvantaged Business. The contract, valued up to $2,000,000, is for the provision of professional training services to federal employees over a 5-year period from October 17, 2024 to October 16, 2029. The contract offers a variety of retirement and financial planning...

The Department of the Navy Naval Air Systems Command Naval Air Warfare Center awarded an indefinite delivery contract to Phoenix Technology Solutions, LLC to provide retirement planning training services. The contract has a potential value of $242,786 and a period of performance through September 2028. A $47,000 firm fixed price delivery order was also awarded for retirement planning classes in Ridgecrest, California between September 2023 and September 2024. The original pre-solicitation sought...

Benefit Planning Inc., a for-profit Subchapter S corporation, holds a Federal Supply Schedule (FSS) contract (GS02F0035S) with the General Services Administration (GSA) to provide retirement training and benefits support services to various federal agencies. The contract has a total ceiling value of $1,531,404.00 and a period of performance from December 6, 2005 through December 5, 2025. Under this contract, Benefit Planning Inc. has been awarded multiple delivery orders to deliver a range of...

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...

Career Concepts, Inc., doing business as CCI Consulting, has been awarded a blanket purchase agreement against the Multiple Award Schedule contract vehicle by the Defense Finance and Accounting Service to provide retirement training services. The potential value of this agreement is $1,000,000 to be delivered through February 2023. Three task orders have been issued against this agreement to date, with a combined value of $251,594. The task orders require CCI Consulting to deliver retirement...

The Securities and Exchange Commission (SEC), a civilian federal agency, has awarded a single-award indefinite delivery contract (IDC) to Finance IQ LLC, a self-certified small disadvantaged business, for the provision of instructor-led off-the-shelf training courses. The IDC, valued at up to $1.85 million, was awarded on September 22, 2022 and allows for task orders through November 2027. To date, the SEC has issued three delivery orders against this IDC, totaling approximately $1 million....

The Consumer Financial Protection Bureau awarded a blanket purchase agreement to The Capital Markets Company LLC for compliance training services. Under the single award IDV, the contractor may receive calls valued up to $2.25 million through September 2026 to provide financial compliance training at locations in New York. Three firm fixed price calls against the BPA have been issued to date, totaling over $1 million. The first call from July 2023 through September 2024 is valued at $369,956....

Planning, Inc., a minority-owned, veteran-owned, service-disabled veteran-owned small business, was awarded a Multiple Award Schedule (MAS) contract by the General Services Administration (GSA) to provide a range of human capital management and administrative support services to federal agencies. Under this MAS contract, Planning, Inc. delivers retirement planning seminars, financial literacy training, and other professional services such as payroll processing and human resources analysis. The...

The Capital Markets Company LLC (Capco), a global management and technology consultancy, holds a single award $2.25 million Blanket Purchase Agreement (BPA) from the Consumer Financial Protection Bureau (CFPB) to provide compliance training, cloud training, and financial compliance training services. Under this BPA, Capco has received over $1 million in task orders to deliver financial compliance training at its New York location through September 2026. Additionally, Capco holds two other single...