MAS - Capstone Pacific Investment Strategies, Inc. - 47QREA18D000H

GENERAL SERVICES ADMINISTRATION

FEDERAL ACQUISITION SERVICE

AUTHORIZED FEDERAL SUPPLY SCHEDULE FSS PRICE LIST

Online access to contract ordering information, terms and conditions, pricing, and the option to create an electronic delivery order are available through GSA Advantage!. The website for GSA Advantage! is:

https://www.GSAAdvantage.gov.

Multiple Award Schedule (MAS)

Special Item Number: 611430

Professional and Management Development Training

Contract Number – 47QREA18D000H

For more information on ordering go to the following website: https://www.gsa.gov/schedules

Contract Period – 4/2/2023 to 4/1/2028

Capstone Pacific Investment Strategies, Inc.

1281 E Magnolia St, Unit D 1007

Fort Collins, CO 80524

Telephone: 626-915-7006 Fax: 626-915-8803 www.capstonepacificinc.com info@capstonepacificinc.com

Small Business

Contract Administrator

Casey Morris

626-915-7006 cmorris@capstonepacificinc.com http://www.capstonepacificinc.com/

INFORMATION FOR ORDERING ACTIVITIES

1a. Awarded Special Item Number (SIN)

611430 Professional and Management Development Training

1b. Identification of Lowest Price

Please see Attachment A for pricing and description.

2. Maximum Order

$1,000,000

3. Minimum Order

$100

4. Geographic Coverage (delivery area)

48 States and the District of Colombia.

5. Points of Production

Not Applicable

6. Discounts from Price List

Government Net Prices (discounts already deducted).

7. Quantity Discounts

8. Prompt Payment Terms

Net 30

9. Foreign Items

10a. Delivery Time

Presentations as scheduled by the Agency, subject to availability.

10b. Expedited Delivery

Contact Contractor, subject to availability.

10c. Overnight and 2-day Delivery

10d. Urgent Requirements

11. FBO Points

Destination as determined by ordering Agency.

12a. Ordering Address

1281 E. Magnolia St, Unit D 1007

Fort Collins, CO 80524

Phone: 626-915-7006

Email: info@capstonepacificinc.com www.capstonepacificinc.com

TAX ID # 27-3250719

CAGE CODE: 7UJ37

12b. Ordering Procedures

See Federal Acquisition Regulation (FAR) 8.405-3

13. Payment Address

1281 E. Magnolia St, Unit D 1007

Fort Collins, CO 80524

14. Warranty Provision

N/A

15. Export Packing Charges

16. Terms and Conditions of Rental, Maintenance, & Repair

17. Terms and Conditions of Installation mailto:info@capstonepacificinc.com http://www.capstonepacificinc.com/

18a. Terms and Conditions of Repair Parts Indicating Date of Parts Price Lists and any Discounts From List Prices

18b. Terms and conditions for any other services

19. List of Service and Distribution Points

20. List of Participating Dealers

21. Preventive Maintenance

22a. Special Attributes Such as Environmental Attributes

22b. If applicable, indicate that Section 508 compliance information is available for the information and communications technology (ICT) products and services and show where full details can be found (e.g. contractor’s website or other location.) ICT accessibility standards can be found at:

https://www.Section508.gov/.

23. Unique Entity ID

ZDVTEFNTM7D5

24. System for Award Management (SAM) Database

Contractor registered and active in SAM

ABOUT CAPSTONE PACIFIC INVESTMENT STRATEGIES, INC.

Our mission is to educate federal employees regarding their unique benefits program. Our experience in both the private and federal sectors gives us the ability to bring together complex subjects in a classroom setting. We have experience presenting at federal agencies as well as hosting offsite seminars.

Our instructors Casey Morris, CERTIFIED FINANCIAL PLANNER® and Bryce Pease, CERTIFIED FINANCIAL PLANNER® seek to present the material in an easy to understand format to help the employee improve their chances for a successful retirement. Our presenters are active practitioners in the field of financial planning and have extensive experience working with both the federal and private sector. The federal benefits package is complex. Good and accurate information can help equip employees to understand and make the most of their options both as a new hire as well as nearing retirement. It is important that employees gain abilities to help make the choices that coordinate their unique benefits with real world retirement objectives and goals.

Over the years, we have seen the many consequences of various missteps with investment and benefit decisions. We believe working with our advisory clients and our involvement with individuals throughout their working and retirement phases, keeps us updated on the questions, needs and concerns of today’s financial variables. Our knowledge is utilized to help employees avoid some of the common mistakes made by many people in the financial and retirement process.

Capstone Pacific is a Colorado registered investment adviser only with offices in California, Colorado and Nebraska. We adhere to a fiduciary standard. Registration does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. Our goal is to provide information that can be used in a meaningful way long after your seminar learning experience.

COURSE DESCRIPTIONS

Federal Employee Benefits Education Seminar – 1 Day

The 1-Day Federal Employee Benefits Education Seminar can be designed for a New

Employee, Early-Career (less than 10 years of service), or Mid-Career (at least 10 years of service) audience. This seminar can also be designed as a Pre-Retirement course, although we recommend the 2-Day seminar for Pre-Retirement. Each course is presented to allow for continual Q&A both during the presentation as well as on breaks.

Presentation topics to include, but not limited to:

• Civil Service Retirement System (CSRS and CSRS offset) and/or Federal Employee

Retirement System (FERS) – eligibility rules, monthly pension calculations, survivor benefits calculations and costs, leave time, military buybacks, COLAs, FERS annuity supplement eligibility and calculations. Special Provisions employees (ATC, FF, LEO) will be covered as necessary.

• Thrift Savings Plan (TSP) - rules, fund descriptions, FERS match, fund performance and risks, stocks and bonds overview, Roth option and considerations, withdrawal options, planning aspects, risk and diversification.

• Federal Employee Health Benefits (FEHB) - while working, in retirement, premium conversion, postal employee considerations, Medicare coordination.

• Federal Employee Group Life Insurance (FEGLI) - coverage options, costs, retirement rules and options, postal employee considerations.

• Social Security - eligibility and rules, calculations, GPO, WEP, earnings test, COLAs, taxes, decisions.

• Financial Planning topics, briefly - budget, debt management, savings goals, considerations.

Federal Employee Benefits Education Seminar – 2 Day

The 2-Day Federal Employee Benefits Education Seminar can be designed for a Mid-Career

(at least 10 years of service) or Pre-Retirement (less than 10 years from retirement) audience.

Each course is presented to allow for continual Q&A both during the presentation as well as on breaks.

Presentation topics to include, but not limited to:

• Civil Service Retirement System (CSRS and CSRS offset) and/or Federal Employee

Retirement System (FERS) – eligibility rules, monthly pension calculations, survivor benefits calculations and costs, leave time, military buybacks, COLAs, FERS annuity supplement eligibility and calculations, taxes, retirement application process. Special

Provisions employees (ATC, FF, LEO) will be covered as necessary.

• Thrift Savings Plan (TSP) - rules, fund descriptions, FERS match, fund performance and risks, stocks and bonds overview, Roth option and considerations, withdrawal options, planning aspects, risk and diversification, retirement income needs.

• Federal Employee Health Benefits (FEHB) - while working, in retirement, premium conversion, postal employee considerations, Medicare coordination.

• Federal Employee Group Life Insurance (FEGLI) - coverage options, costs, retirement rules and options, postal employee considerations.

• Social Security - eligibility and rules, calculations, GPO, WEP, earnings test, COLAs, taxes, spousal and survivor benefits, decisions and break-even points.

• Financial Planning topics - budget, debt management, savings goals, retirement income needs, investment strategies and options, insurance, taxes, estate concerns, retirement planning assumptions and examples, worksheet for each individual to do their own pension and survivor calculations.

Individual Retirement or Early Out Planning

Planning is done in a one-on-one setting, often using software programs to analyze a person’s financial life. Areas of planning can include:

• Financial Organization, Cash Flow Analysis, Education Funding Analysis, Insurance

Needs and Policy Analysis, Income Tax Planning, Investment Analysis, Financial

Independence Analysis, Estate Planning Coordination and Analysis, Business and/or

Retirement Plan Analysis, Employee Benefit Analysis, Early Out Planning

(VERA/VSIP/Deferred Resignation Offers).