RFP 407: Stream 3A, Financial Instruments Valuation – Public Sector Pension Investment Board

Solicitation number 407

Publication date

Closing date and time 2024/01/05 14:00 EST

Last amendment date


    Description

    This requirement is open only to those Audit and Related Services Supply Arrangement (SA) Holders who qualified under Stream 3A – Financial Instrument Valuation under the SA369 series of SAs. The following SA Holders have been invited to submit a bid:

    1. BDO Canada LLP
    2. Deloitte LLP
    3. Ernst & Young LLP
    4. KPMG LLP
    5. PricewaterhouseCoopers LLP

    Description of Requirement

    The Office of the Auditor General (OAG), along with Deloitte LLP as joint auditors, are required to perform an annual audit of the financial statements of Public Sector Pension Investment Board (PSPIB).

    The OAG requires a Contractor to assist the OAG in the audit of the fair value of financial instruments including derivatives investments, private debt securities as well as any other investments requiring the expertise of valuation specialists. The objective of the contract is to engage a Contractor to provide the OAG audit team with this required expertise for the year ending 2024, with options to extend for the years ending 2025 and 2026.

    This requirement is intended to result in one (1) contract.

    Level of Security

    Resource Minimum Security Level Required - Reliability

    The work performed under this Contract will be at the Reliability Status and the deliverables associated with the completion of the work detailed in this document will be up to Protected A.

    Applicable Trade Agreements:

    The requirement is subject to the provisions of the Canadian Free Trade Agreement (CFTA), the Canada–Chile Free Trade Agreement, the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), the Canada–Colombia Free Trade Agreement, the Canada-European Union Comprehensive Economic and Trade Agreement (CETA), the Canada–Honduras Free Trade Agreement, the Canada–Korea Free Trade Agreement, the Canada–Panama Free Trade Agreement, the Canada-Peru Free Trade Agreement, the Canada-Ukraine Free Trade Agreement, the Canada-United Kingdom Trade Continuity Agreement, and the World Trade Organization-Agreement on Government Procurement (WTO-AGP).

    Proposed period of contract:

    The proposed period of contract shall be from Contract award to 30 June 2024 with two (2) additional one (1) year option periods.

    File Number: RFP 407
    Contracting Authority: Beth Cooper
    E-Mail: suppliers@oag-bvg.gc.ca

    Note: The Audit and Related Services Request for Supply Arrangement is an ongoing opportunity for qualification solicitation. For suppliers who wish to find out how they can become a qualified supply arrangement holder, please see the ongoing opportunity for qualification solicitation posted on CanadaBuys: https://canadabuys.canada.ca/en/tender-opportunities/tender-notice/cb-4….

    Contract duration

    The estimated contract period will be 36 month(s).

    Trade agreements

    • Please refer to tender description or tender documents

    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

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    Contact information

    Contracting organization

    Organization
    Office of the Auditor General of Canada
    Address

    240 Sparks Street

    Ottawa, Ontario, K1A0G6
    Canada
    Contracting authority
    Beth Cooper
    Phone
    (613) 952-0213
    Email
    suppliers@oag-bvg.gc.ca
    Bidding details

    Details for this tender opportunity are provided in the Description tab.

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    Summary information

    Notice type
    RFP against Supply Arrangement
    Language(s)
    English
    Region(s) of delivery
    Canada
    Region of opportunity
    National Capital Region (NCR)
    Contract duration
    36 month(s)
    Procurement method
    Competitive – Selective Tendering
    Selection criteria
    Highest Combined Rating of Technical Merit and Price
    Commodity - UNSPSC
    Click the links below to see a list of notices associated with the UNSPSC.

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