Retirement Calculator

The Department of Commerce Office of the Secretary issued a Sources Sought notice under solicitation number DOC-PS-26-0001 for a comprehensive commercial retirement benefits calculator platform. This requirement is classified under NAICS 541612 Human Resources Consulting Services and PSC R431 SUPPORT- PROFESSIONAL: HUMAN RESOURCES. The procurement is designated with an SBA SBA set-aside. Interested parties must submit responses by April 10, 2026, for the project located in Washington, DC. Cameron Brooks is the point of contact for this market research, which includes one attachment titled Problem Statement Template_Retirement Calculator.pdf.

The agency requires a web-based software solution capable of managing up to 45,000 unique employee profiles with data integration from the National Finance Center or other third parties. The platform’s primary purpose is to compute complex estimates for various retirement programs, including the Civil Service Retirement System (CSRS), Federal Employees Retirement System (FERS/FERS-RAE/FERS-FRAE), the Thrift Savings Plan (TSP), and the Social Security Administration (SSA) program. The system must also support retirement case management, provide metrics and reports, and offer internal tools for HR Specialists to make retirement coverage and Federal Erroneous Retirement Coverage Corrections Act (FERCCA) determinations.

The software must provide financial and retirement planning resources, such as educational videos and downloadable documents, while generating pre-populated forms that meet the standards of the Office of Personnel Management, Department of Labor, and Internal Revenue Service. HR Specialists require the ability to view employee records to assist with retirement and benefits inquiries. Additionally, the application must be customizable to direct employees to a third-party contractor and facilitate the processing of forms for the Federal Employee Group Life Insurance (FEGLI) and the Office of Workers’ Compensation Program.