Retirement Calculator
Overview
Buyer
Place of Performance
NAICS
PSC
Set Aside
Original Source
Timeline
Qualification Details
Fit reasons
- NAICS alignment with historical contract wins in similar service areas.
- Scope strongly matches core technical capabilities and delivery model.
Risks
- Past performance thresholds may require one additional teaming partner.
- Potential clarification needed on staffing minimums before bid/no-bid.
Next steps
Validate eligibility requirements, assign capture owner, and schedule partner outreach to confirm teaming strategy before submission planning.
Quick Summary
The United States Department of Commerce is conducting a Sources Sought for a comprehensive, web-based Retirement Benefits Calculator platform. This initiative aims to identify qualified vendors capable of providing a solution for up to 45,000 employee profiles. This is a Total Small Business Set-Aside. Responses are due by April 3, 2026, at 3:00 PM ET.
Purpose & Scope
This market research seeks a platform to accurately compute various complex retirement estimates for employees under the Civil Service Retirement System (CSRS), CSRS-Offset, Federal Employees Retirement System (FERS/FERS-RAE/FERS-FRAE), Federal Thrift Savings Plan (TSP), and Social Security Administration (SSA) programs. The platform must offer:
- Electronic calculation of benefits.
- Retirement case management.
- Metrics/reports.
- Pre-populated forms.
- Financial/retirement planning tools.
- Educational resources (videos, downloadable documents).
- Internal tools for TSP and SSA calculations.
- Tools for HR Specialists to make retirement coverage and FERCCA determinations, and view employee records. The application must be customizable, direct employees to third-party contacts, and generate OPM, DOL, FEGLI, TSP, NFC, and IRS compliant forms. The estimated value for this requirement is approximately $3 million over five years.
Contract & Timeline
- Type: Sources Sought / Request for Information (RFI)
- Set-Aside: Total Small Business (FAR 19.5)
- Product Service Code: R431 (Support Professional: Human Resources)
- Response Due: April 3, 2026, 3:00 PM ET
- Published: March 30, 2026
- Agency: Department of Commerce, Office of the Secretary
Response Requirements
Vendors are required to answer 14 specific questions detailed in the "Problem Statement Template_Retirement Calculator.pdf" document. These questions cover experience with federal systems, integrations, data security, help desk support, system migration, domestic workforce requirements, and procurement preferences. Respondents must also provide their Unique Entity ID (UEI) and socio-economic classification. Capability statements and past performance submissions are not accepted for this RFI. Responses must be submitted via email to the primary contact and adhere to a strict page limit.
Contact Information
- Primary: Cameron Brooks (cbrooks1@doc.gov)
- Secondary: Brandon Harrell (bharrell@doc.gov)