Retirement Planning Training Course

This Statistics Canada office provides procurement services to the public in both official languages.

Requirement Statistics Canada requires a supplier to provide retirement planning training to its employee’s.

The ever-growing rate of retirements is eventuating in rapid rate and STATCAN needs to offer its employees the tools necessary to prepare and plan for the future. The priority is for employees to make appropriate decision that will lead to a successful transition to retirement. The course on retirement planning will: • offer guidance any immediate issues with respect to retirement plans; • provide a planning framework to help in planning long term goals; and • provide specific information in the key area of lifestyle, pension, financial and estate planning.

The requirement is subject to the provisions of the North American Free Trade Agreement (NAFTA), and the Agreement on Internal Trade (AIT).

Statistics Canada intends to award one (1) contract following this tender notice.

Evaluation Process Bidders MUST meet all the mandatory requirements of the Request for Proposal (RFP). No further consideration will be given to bidders not meeting all the mandatory criteria. The mandatory criteria include:

M1. The bidder must demonstrate having 3 years experience within the last five years of providing Retirement training courses to federal government employees

M2. The bidder must propose a course that provides proper training of the following subjects: 1. PENSION, to include: a. Service buyback b. Supplementary Death Benefit Plan – Retirement benefits c. Cost of living d. CPP/QPP Coordination e. Survivor Benefits f. Pension Benefit Division 2. ESTATE PLANNING to include: a. Will requirements do’s and dont’s b. Role of the executor c. Role of the lawyer d. Problems of specific assets 3. FINANCIAL PLANNING to include: a. Life stages b. Tax saving strategies c. Severance packages d. Investment strategies e. Retirement goals f. Managing a secure retirement g. Working with a financial planner 4. PERSONNAL RETIREMENT GOALS a. Transition stages b. Areas of your life c. Life without work d. Setting Goals e. Life action plan

For evaluation purposes the bidder must provide PDF files of the presentation as well as the participant’s manual in both official languages

A bid must comply with the requirements of the bid solicitation and meet all mandatory technical evaluation criteria to be declared responsive. The responsive bid with the lowest evaluated price will be recommended for award of a contract.

Period of the Contract The estimated period of the requirement is from the date of contract award until March 31st 2016 with two (2) option periods of one (1) year.

Basis of Selection The responsive bid with the lowest evaluated price will be recommended for award of a contract.

Debriefings Bidders may request a debriefing on the results of the bid solicitation process. Bidders should make the request to the Contracting Authority within 15 working days from receipt of the results of the bid solicitation process. The debriefing may be in writing, by telephone or in person.

SOLICITATION DOCUMENTS MUST BE OBTAINED THROUGH BUYANDSELL.GC.CA.