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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

    Partner with another business

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    Contact information

    Contracting organization

    Organization
    Canada Deposit Insurance Corporation (CDIC)
    Address

    50 O'Connor Street, 17th Floor

    Ottawa, Ontario, K1P 6L2
    Canada
    Contracting authority
    Judy Ann Hollander
    Email
    Proposals@cdic.ca
    Address

    50 O'Connor Street, 17th Floor

    Ottawa, Ontario, K1P 6L2
    Canada
    Bidding details
    Full details regarding this tender opportunity are available in the documents below. Click on the document name to download the file. Contact the contracting officer if you have any questions regarding these documents. Access the Getting started page for details on how to bid, and more.

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    Summary information

    Support for small and medium businesses

    If you have questions about this tender opportunity, please contact the contracting officer, whose information is found in the Contact information tab. 

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