Basic Information

Reference Number

0000263091

Issuing Organization

ONTARIO PENSION BOARD

Owner Organization

OPB

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

OPB RFP 2024-002-PEN/ib

Title

Retirement Planning Calculator and Related Services

Source ID

PU.OTH.ON.682763.C111234

Agreement Type

Open Bidding (OB)

Details

Location

Canada, Ontario, Toronto

Purchase Type

Duration: 3 years
Option: 4 (1 year each)

Description

Retirement Planning Calculator and Related Services
OPB is seeking a cloud-based retirement planning calculator tool that will enable members to better plan for their retirement. The tool should also provide OPB’s Client Services Advisors with the ability to collaborate with members in real time in planning retirement scenarios during advisory sessions. The enhanced tool should increase the overall usage, reducing member effort leading to higher member engagement and satisfaction, facilitating advisory services and improving member’s overall experience and adoption of the tool. Related required services include but are not limited to implementation, training, maintenance and support and solution upgrade and future functions as required.

Dates

Publication

2024/01/22 08:11:45 PM EST

Bid Intent

Optional

Bid Intent Deadline

2024/01/29 12:00:00 AM EST

Question Acceptance DeadlineA - Previous Amendment

2024/02/12 04:00:00 PM EST

Questions are submitted online

Closing DateA - Latest Amendment

2024/03/14 03:00:00 PM EDT

Contact Information

Eva Zacharias

416-601-3998

eva.zacharias@opb.ca

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

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