Planning, Inc.

Planning, Inc. is a Virginia-based minority-owned, veteran-owned, and service-disabled veteran-owned small business registered with the federal government since September 2001. The company provides a diverse portfolio of professional services to civilian and defense agencies, specializing in workforce development training, human resource management programs, retirement planning seminars, financial literacy initiatives, and security system solutions including physical access control systems, CCTV installations, and related infrastructure maintenance.

Planning, Inc. has successfully executed federal contracts across multiple agencies and service categories. The company's training and professional development services have been contracted by the Naval Facilities Engineering Command for supervisory training, human resource management courses, and general training delivery, with contract values ranging from approximately $9,000 to $38,940. The Department of Veterans Affairs has awarded Planning, Inc. contracts for payroll services and physical access control system maintenance and support, including a significant $626,400 service-disabled veteran-owned small business set-aside contract with Veterans Integrated Service Network 17 for comprehensive PACS and security camera system support through December 2027. The U.S. Department of Agriculture's Food and Nutrition Service awarded a $25,845 service-disabled veteran-owned small business set-aside for Federal Employee Retirement System training. The Defense Information Systems Agency has contracted Planning, Inc. for security infrastructure projects, including a $879,403.34 contract for CCTV digital cameras and monitors at a data center facility and a $412,698.70 purchase order for base door openers. The Internal Revenue Service issued a delivery order modification under the General Services Administration's Multiple Award Schedule for Federal Employee Retirement System and Civil Service Retirement System retirement seminars, valued at $97,932. The U.S. Patent and Trademark Office has awarded multiple blanket purchase agreement calls for financial literacy programming and training services. The General Services Administration's Office of Human Resources Management and Office of Administrative Services have contracted Planning, Inc. for retirement training seminars and BPA call order services. Planning, Inc.'s contract awards reflect both set-aside and open market procurement strategies, with the company demonstrating capability across diverse service delivery models including purchase orders, delivery orders, and BPA calls.

Planning, Inc. maintains a Federal Supply Schedule contract (47QRAA24D00DB) valued at $1.6 million with the General Services Administration's Federal Acquisition Service, awarded on September 5, 2024, and extending through September 4, 2029. This multiple-award schedule contract, which operates under the General Services Administration's Multiple Award Schedule (MAS) parent vehicle, provides Planning, Inc. with an indefinite delivery, indefinite quantity mechanism enabling federal agencies to issue individual task orders for the company's professional services. The Federal Supply Schedule contract encompasses a comprehensive range of offerings including retirement planning seminars, financial literacy training programs, human resource management training courses, and security system upgrades and maintenance solutions. The contract's multiple-award structure allows various government entities across civilian and defense sectors to access Planning, Inc.'s services through pre-negotiated pricing arrangements. Agencies including the Department of Veterans Affairs, Internal Revenue Service, Department of Agriculture, Naval Facilities Engineering Command, Defense Information Systems Agency, U.S. Patent and Trademark Office, and the General Services Administration itself have utilized or are positioned to utilize this Federal Supply Schedule vehicle for task order issuance, leveraging Planning, Inc.'s established track record and pre-negotiated terms to address specialized training, financial advisory, and security infrastructure requirements without requiring individual full and open competition for each requirement.

We educate federal employees - Retirement Benefits/Financial/Estate/Transition/Succession Planning/Health/Wellness/WLB. We offer Leadership Development training encompassing career progression modules - pre-supervisory through the Senior Executive level. We also offer training in the realm of cyber security and physical security systems, and we provide design, installation, integration, emergency, non-emergency and preventative maintenance services for physical security systems.