Basic Information

Reference Number

0000304736

Issuing Organization

Plannera Pensions & Benefits

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2025-011

Title

Consultant to Define Pension Plan Client Onboarding Process

Source ID

PU.OTH.Sask..1182889.C2470226

Details

Location

Canada, Saskatchewan

Purchase Type

Duration: 18 months

Description

This Request for Proposals (RFP) is an invitation by Plannera Pensions and Benefits (Plannera) to submit proposals on the development required of a client-based organization looking for future growth of its client base. This includes developing standardized assessment materials, onboarding procedures, and the value proposition for pension plans to become clients of Plannera.

Dates

Publication

2025/10/10 10:41:36 AM CST

Bid Intent

Optional

Bid Intent Deadline

2025/10/31 02:00:00 PM CST

Question Acceptance Deadline

2025/10/24 05:00:00 PM CST

Questions are submitted online

Yes

Closing Date

2025/11/03 11:00:00 AM CST

Contact Information

Tricia Brown

13067872992

tricia.brown@plannera.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
Proposal	Documents defining the bid proposal	Yes	No
Pricing Form	Appendix B	Yes	No
Submission Form	Appendix C - Proponent contact information and acknowledgement	Yes	Yes
No entries

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