Financial Advisory Services and Treasury and Investment Advisory Services
Solicitation number 2025-4896
Publication date
Closing date and time 2026/01/29 14:00 EST
Last amendment date
Description
The purpose of this Request for Supply Arrangement (RFSA) is to establish a multi-year Supply Arrangement vehicle with experienced and qualified firms (“SA Holders”), capable of delivering the financial advisory services and treasury and investment advisory services, under one or multiple Service Streams described in the RFSA.
The types of Services required for this RFSA include 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
Services performed under the Supply Arrangement will be on an as and when required basis, for a three (3) year term. There is no limit to the number of SA Holders that may be qualified under each Service Stream.
Contract duration
The estimated contract period will be 36 month(s).
Trade agreements
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Canadian Free Trade Agreement (CFTA)
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Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
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Canada-UK Trade Continuity Agreement (Canada-UK TCA)
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
Are you interested in partnering with other businesses for this opportunity? Add your company to the list of businesses who are interested in partnering.
This list does not replace or affect the tendering procedures for this procurement process. Businesses are still required to respond to bid solicitations, and to compete based on the set criteria. For more information please read the Terms of use.
Contact information
Contracting organization
- Organization
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Canada Deposit Insurance Corporation (CDIC)
- Address
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50 O'Connor Street, 17th Floor
Ottawa, Ontario, K1P 6L2Canada
- Contracting authority
- Judy Ann Hollander
- Phone
- (343) 576-2218
- Email
- Procurement@cdic.ca
- Address
-
50 O'Connor Street, 17th Floor
Ottawa, Ontario, K1P 6L2Canada
Bidding details
| Document title | Amendment no. | Language | Unique downloads | Date added |
|---|---|---|---|---|
| CDIC RFSA 2025-4896 Financial Advisory Services and Treasury and Investment Advisory Services.pdf | 001 | EN | 45 | 2025/12/17 |
| SADC DAMA 2025-4896 Services-conseils financiers et en matière de trésorerie et de gestion de placements.pdf | 001 | FR | 7 | 2025/12/17 |
| CDIC RFSA 2025-4896 MS Word Fillable Forms.zip | 001 | EN | 22 | 2025/12/17 |
| SADC DAMA 2025-4896 Modèle français.zip | 001 | FR | 7 | 2025/12/17 |
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