Procurement Summary
Country: Canada
Summary: 26Mee-Rfp006 Retirement Planning Tool And Retirement Literacy Knowledge Repository
Deadline: 29 Jun 2026
Posting Date: 30 May 2026
Other Information
Notice Type: Tender
TOT Ref.No.: 142315570
Document Ref. No.: 230092
Competition: ICB
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
Purchaser's Detail
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Tender Details
The British Columbia Pension Corporation is seeking a vendor or vendors to provide the following two products: (1) Retirement Planning Tool and (2) Retirement Literacy Knowledge Repository. The (1) Retirement Planning Tool will enable users to model retirement scenarios, income sources, expenses, and outcomes using configurable, guided workflows that support both novice and experienced planning tool users, with the ability to introduce more complex concepts as needed. The product should support a phased implementation, beginning with a public, standalone experience for phase 1 implementation this year and expanding to a BC Pension Corporation authenticated, integrated and personalized experience for members next year. Promotion will be focused on the portion of active members that are nearing or already eligible to retire. We are seeking a commercial off-the-shelf (COTS), SaaS Retirement Planning Tool. Our preference is configuration over customization (custom development only where essential). The product should support a “start simple” Phase 1 (public, standalone) that minimizes required inputs and complexity. The product should support future enhancement, without re-platforming, Phase 2 (BC Pension Corporation authenticated, personalized, integrated with BC Pension Corporation member data). Proponents should clearly identify what is out-of-the-box vs configurable vs requires customization or on the product roadmap. The (2) Retirement Literacy Knowledge Repository will...
Request for Proposal (BPS)
Information Technology Service Delivery
Documents
Tender Notice