Retirement Planning Tool and Retirement Literacy Knowledge Repository Service

The government authority located in the city is seeking a commercial off-the-shelf, Software-as-a-Service retirement planning tool and retirement literacy knowledge repository. The agency needs to solve the problem of helping users make informed retirement decisions by providing both a modeling tool and an accessible, curated, and searchable content repository. The requested retirement planning tool must enable users to model scenarios, income sources, expenses, and outcomes using configurable, guided workflows that support both novice and experienced users. The scope of work requires the delivery of analytics and integration capabilities, including reporting on usage and effectiveness. The agency requires the ability to embed or integrate the repository content within its existing digital channels and related tools. Bidders must clearly identify which capabilities are out-of-the-box, which are configurable, and which require customization or are on the product roadmap. Only organizations from Canada are eligible to bid on this opportunity. The performance of the work can take place either onsite or offsite. The agency is looking for proposals to determine the budget, and the resulting contract period will run for three years. Bidders must submit all questions regarding this opportunity no later than June 22, 2026.