General Services Administration Federal Supply and Service



General Services Administration Federal Supply and ServiceAuthorized Federal Supply Schedule Price List738X and 595-6Contract # GS-02F-164BAPeriod Covered by Contract: 9/24/2014-9/23/2024Retirement Benefits Institute7040 Peake Rd N, Macon, GA, 31220 P: 877-864-1145 F: 877-319-6001DUNS # 019091265Cage Code: 69Y42 Small BusinessPoint of ContactErica DuffyDirector of New Business Erica@ 478-621-7342For more information on ordering from Federal Supply Schedules click on the FSS Schedules button at fss.Awarded Special Item Numbers: 595-21 Human Resource Services and 595-6 Separation and RetirementAWARDED PRICING DISCOUNTS & CONDITIONS See BelowMost Favored Customer (MFC) “Commercial Customer – The Management Edge”GSABasic Discount0% (Off the Market Rate)3% (Off the Market Rate)Volume DiscountYesYesQuantity DiscountNoneA quantity discount of 3% on training courses with an accumulated order of$75,000, and overA quantity discount of 2% on training courses with an accumulated order of$50,000-$74,999A quantity discount of 1% on training courses with an accumulated order of$25,000-$49,999Minimum Order$100$100Maximum Order$1,000,000$1,000,000F.O.B Shipping TermsDestinationDestinationDelivery Time30 days (ARO)30 days (ARO)Prompt PaymentNoneNoneWarrantyNoneNoneReturn Goods Policy, if applicableN/AN/ADelivery Scope48 States, DC, Alaska, Hawaii48 States, DC, Alaska, Hawaii*The above chart displays terms and conditions agreed upon between the General Services Administration and contractor.Training LimitsMaximum Order: $1,000,000 USDMinimum Order: $100 USDGeographic Coverage: The 48 Contiguous States, Alaska, Hawaii and the District of ColumbiaPoints of Production: VariousOnsite Training Course Descriptions and PricingRetirement Benefits Institute offers a per person, per day rate of $114.14 for classes of 1-26 attendees. Volume Discount offered for classes with 27-44 attendees and 45-70 attendees.A Volume Discount is offered below for in-person training.Course Title# of DaysClass Size 27 to 44 AttendeesClass Size 45-70AttendeesClass Size 71+AttendeesPre-Retirement Training1- and 2-day options1$3,000.00$5,100.00$6,500.00$114.14/additional attendee2$6,000.00$9,180.00$11,700.00$114.14/additional attendeeMid-Career Retirement Planning1- and 2-day optionsNew Employee Benefits Training1- and 2-day optionsPlanning for Retirement and Retirement Beyond the Pension TrainingOnly offered as a 2-day course2$6,000.00$9,180.00$11,700.00$114.14/additional attendee*Prices above are offered to GSA (including IFF) and include material costs*Course TitleClass Size 27 to 44 AttendeesClass Size 45-70AttendeesClass Size 71+AttendeesPre-Retirement Training 4 hr$2,100.00$3,570.00$4,550.00+$64/additional attendeeMid-Career Retirement Planning 4 hr$2,100.00$3,570.00$4,550.00+$64/additional attendeeNew Employee Benefits Training 4hr$2,000.00$3,570.00$4,550.00 +$64/additional attendee*Prices above are offered to GSA (including IFF) and include material costs*Trainer Pricing# of DaysCost Per Trainer1$1,000.002$2,000.00* Class sizes over 44 require 2 trainers. Class sizes over 71 may require additional staff.Virtual Training Course Descriptions and PricingCourse Title# of DaysClass Size 27 to 44 AttendeesClass Size 45-70AttendeesClass Size 71+AttendeesPre-Retirement Training1- and 2-day options1$2,550.00$4,335.00$5,525.002$5,100.00$8,690.00$11,050.00Mid-Career Retirement Planning1- and 2-day optionsNew Employee Benefits Training1- and 2-day optionsPlanning for Retirement and Retirement Beyond the Pension TrainingOnly offered as a 2-day course2$5,100.00$8,690.00$11,050.00Course TitleClass Size 27 to 44 AttendeesClass Size 45-70AttendeesClass Size 71+AttendeesPre-Retirement Training 4 hr$1,650.00$2,805.00$3,575.00Mid-Career Retirement Planning 4 hr$1,650.00$2,805.00$3,575.00New Employee Benefits Training 4hr$1,650.00$2,805.00$3,575.00Trainer Pricing# of DaysCost Per Trainer1$1,000.002$2,000.00Class sizes over 44 require 2 trainers. Class sizes over 71 may require additional staff.6-Month, Self-Paced Online Learning Package1-100$60.00 per package101-300$6,000.00 + $50.00/additional package301-500$16,000.00 + $45.00/additional package501+$25,000.00 + $40.00/additional packageTraining Course DescriptionsPre-Retirement TrainingThis course is designed to give CSRS, CSRS Offsets, FERS, FERS XFERS and Special Provisions employees an in-depth understanding of the federal retirement system. Employees will hand calculate their annuity, learn strategies for tax-planning and identify key decisions for other benefits to include FEHB, FEGLI, FLTCIP, TSP, Roth TSP and Social Security. Included in the calculations, employees will estimate their net bring-home income in retirement. Having an understanding of how their benefits work in retirement gives employees the chance to begin preparing for their future and to make more informed decisions.Planning for Retirement and Retirement Beyond the Pension TrainingIn addition to the Pre-Retirement Training, this course is designed to encourage and motivate attendees to begin planning their future days in retirement. The transition from federal employee to retiree can be a struggle for some individuals, emotionally and mentally. This course requires attendees to think beyond the financial aspects of retirement and to consider how they will fill their days in retirement. Topics taught in this course, in detail, are as follows:5 Fundamentals of an Inspired RetirementRetirement Beyond the PensionDesign a Personal Mission StatementCreate a Retirement TimesheetRetirement RecalibrationMid-Career Retirement PlanningAttendees are given the tools to calculate their own annuity estimates, hypothetical TSP projections, and estimated net bring-home income in retirement. In addition to retirement calculations, attendees will also learn about the importance of budgeting and the significance of planning for retirement early. This course typically consists of both FERS and CSRS attendees but can be customized if requested. Federal benefits also taught in this course, in detail, are as follows:Social SecurityFederal Long Term Care Insurance Program (FLTCIP)TSP, Traditional and RothFEHBFEGLINew Employee Benefits TrainingThis informational workshop focuses intently on each employee benefit program to ensure a better understanding of the benefits available to the new employees. Each attendee will be given the tools to understand how each program works and how they can best receive the maximum benefits available. Federal benefit programs covered in this course include, but are not limited to:FEHBSBFEGLITSPFLTCIPSocial SecurityRetirement Eligibility6-Month, Self-Paced Online Learning PackageUtilizing the self-paced online modules and multiple online resources, this course is designed to give CSRS and FERS employees clarity about their federal benefits. After the course is completed, employees will also receive a personalized analysis of their benefits and a one-on-one consultation with a knowledgeable federal benefits analyst. We understand that federal employees feel confused about retirement. Once the federal employee understands their federal benefits clearly, they can exchange their confusion for clarity. This knowledge empowers the employee to confidently create an effective plan for retirement.Billing DetailsTravel will be handled in accordance with clause C-FSS-370 Contractor Tasks/Special Requirements.Event Cancellation Policy: In the case of inclement weather or government shutdown, every effort will be made to reschedule. However, if the cancellation notice is received too late to prevent instructor travel, any unrecoverable travel expenses will be ernment purchase cards are accepted below and above the micro-purchase threshold.Prompt Payment Terms: NoneForeign Item: N/ADelivery Time: 30 Days (ARO)FOB Points: DestinationOrdering Address:Retirement Benefits Institute7040 Peake Rd N, Macon, GA, 31220Warranty Provisions: N/AExport Packaging: Handled per request, N/A ................
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