RFSA 2025-4896 (Financial Advisory Services and Treasury and Investment Advisory Services)
Solicitation number 2025-4896
Publication date
Closing date and time 2026/04/27 12:00 EDT
Last amendment date
Description
CDIC is a federal Crown corporation, with headquarters in Ottawa. CDIC is responsible for providing insurance against the loss of part or all of deposits, and for promoting and otherwise contributing to the stability of the financial system in Canada. These objectives are pursued for the benefit of persons having deposits with CDIC member institutions and in such a manner as will minimize the exposure of CDIC to loss. CDIC is also the resolution authority for CDIC member institutions.
Further information about CDIC can be obtained at www.cdic.ca.
Canada Deposit Insurance Corporation (“CDIC”) is seeking to establish a qualified pool of Suppliers to provide financial advisory services and treasury and investment advisory services as further described in Part 6 (Supply Arrangement and Statement of Work) for any one or multiple of the following four (4) Service Streams:
Service Stream #1: Accounting and Advisory Services
Service Stream #2: Tax Advisory Services
Service Stream #3: Ex Ante Funding and Loss Absorbency
Service Stream #4: Investments and Sources of Liquidity
on an as and when required basis, for a three (3) year term.
The Services described in the RFSA are meant to provide a high-level framework. The actual scope, deliverables, qualifications and requirements for the Services will be identified at the time of the requirement and further defined in a Service Request.
This procurement is subject to the Interim Policy on Reciprocal Procurement. This means that only Canadian Suppliers, as defined in Part 7 (Definitions) are eligible to submit proposals as part of this procurement. Any proposals submitted by non-Canadian Suppliers will be rejected, as non-Canadian Suppliers are not eligible to compete or be awarded an agreement, pursuant to Section 2.3 of the Interim Policy on Reciprocal Procurement.
For additional information, please refer to the RFSA.
Addendum No. 1
Contract duration
The estimated contract period will be 36 month(s), with a proposed start date of 2026/05/01.
Trade agreements
-
Canadian Free Trade Agreement (CFTA)
Reason for limited tendering
A contracting officer can use limited tendering for specific reasons outlined in the applicable trade agreements. The reason for this contract is described below:
-
None
Contact information
Contracting organization
- Organization
-
Canada Deposit Insurance Corporation (CDIC)
- Address
-
50 O'Connor Street, 17th Floor
Ottawa, Ontario, K1P 6L2Canada
- Contracting authority
- Judy Ann Hollander
- Email
- Proposals@cdic.ca
- Address
-
50 O'Connor Street, 17th Floor
Ottawa, Ontario, K1P 6L2Canada
Bidding details
| Document title | Amendment no. | Language | Unique downloads | Date added |
|---|---|---|---|---|
| AD 1 - RFSA 2025-4896.pdf | 001 | EN | 21 | 2026/04/15 |
| AD 1 - DAMA 2025-4896.pdf | 001 | FR | 8 | 2026/04/15 |
| CDIC RFSA 2025-4896 Financial Advisory Services and Treasury and Investment Advisory Services (Main Document).pdf | 001 | EN | 63 | 2026/03/24 |
| SADC DAMA 2025-4896 Services-conseils financiers et en matière de trésorerie et de gestion de placements (Document principal).pdf | 001 | FR | 9 | 2026/03/23 |
| DAMA 2025-4896 Formulaires.zip | 001 | FR | 10 | 2026/03/23 |
| RFSA 2025-4896 Forms.zip | 001 | EN | 28 | 2026/03/23 |