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Records Management and Storage Services

Solicitation number 1000353414

Publication date

Closing date and time 2021/02/10 23:59 EST

Last amendment date


    The Canada Revenue Agency (CRA) has a requirement for records management and storage services associated with the secure off-site storage and management of information records in paper-based, microform, and electronic storage media forms, on an as-and-when requested basis.

    The CRA requires a Managed Services Provider (MSP) to house its existing paper-based records inventory of approximately 550,000 cartons and to provide associated records management services.

    To fully support the CRA’s business requirements, the following Records Management and Storage Service (RMASS) business capabilities are required: inventory management, storage, accession, retrieval, refile, delocation, destruction and data exchange.

    This Invitation to Qualify (ITQ) is not a solicitation of bids or tenders; a contract will not result from this ITQ. The CRA reserves the right to cancel any of the preliminary requirements included as part of the Project at any time during the ITQ phase or any other phase of the procurement process. Given that the ITQ process may be partially or completely cancelled by Canada, it may not result in any of the subsequent procurement processes described in this solicitation. Suppliers who submit a response can choose not to bid on any subsequent solicitation.

    The requirements identified in the ITQ are the CRA’s current expectation and vision of the way the CRA’s records management and storage services will be met. However, as indicated in the ITQ, the CRA will seek feedback from the Qualified Respondents to clarify and refine the Statement of Work further during the Review and Refine Requirements phase, as necessary.

    The CRA is considering a five year contract period, plus up to five one-year optional periods.

    A multi-phase collaborative procurement approach called Collaborative Procurement Solution (CPS) will be used for the CRA’s RMASS procurement process. This approach focuses on the engagement with industry in order to help define the requirements and the procurement approach and allow the CRA to perform due diligence with respect to the requirements with Qualified Respondents before issuing a bid solicitation.

    Invitation to Qualify (ITQ) Phase (Current Phase):
    The ITQ will be used to qualify Respondents who have the required experience in records management and storage services.

    The responses received under this ITQ will be evaluated against mandatory evaluation criteria as detailed in Part 6 – Evaluation Procedures and Basis for Qualification.

    Respondents who meet all the mandatory criteria will be notified in writing by the Contracting Authority and will be considered “Qualified Respondents” and proceed to the Review and Refine Requirements phase described below.

    Review and Refine Requirements (RRR) Phase:
    The CRA will start the RRR phase by providing all Qualified Respondents with the detailed process that will be followed for the RRR phase.

    The CRA has provided a preliminary Statement of Work (SOW), attached herein as Annex B. The CRA will seek feedback from the Qualified Respondents to clarify and refine the SOW further. The CRA may also seek feedback concerning other elements, such as recommendations on a pricing structure and bid evaluation criteria, for use in any potential RFP. These interactions could include:

    a) one-on-one discussions;

    b) presentation sessions; and

    c) written questions and answers.

    The one-on-one discussions and presentation sessions may be done remotely through the use of technology. Specific tool(s) that may be used for this purpose will be determined prior to the start of the RRR phase.

    The CRA encourages Qualified Respondents to offer service options for additional goods and services that are not defined herein during the RRR phase. Any such offerings will be reviewed with the Qualified Respondents during RRR phase.

    Request for Proposal (RFP) and Contract Award Phase:
    As part of the RFP process, the CRA intends to conduct a proof of proposal verification of the top-ranked Bidder’s proposal.

    After completion of the RFP phase, including a successful proof of proposal verification, the top-ranked Bidder will be recommended for contract award. A detailed selection methodology will be provided in the RFP document.

    Contract duration

    Refer to the description above for full details.

    Trade agreements

    • Canadian Free Trade Agreement (CFTA)

    Partner with another business

    The functionality to add your company name to the list of interested businesses is temporarily unavailable.

    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

    Canada Revenue Agency
    555 Mackenzie Avenue
    Ottawa, Ontario, K1A 0L5
    Contracting authority
    Tchorzewski, Arkadiusz

    Buying organization(s)

    Canada Revenue Agency
    555 Mackenzie Avenue
    Ottawa, Ontario, K1A 0L5
    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.

    Tender documents
    Document title Amendment no. Language Unique downloads Date added

    Access the Getting started page for details on how to bid, and more.

    Eligibility and terms and conditions

    Government of Canada tender and awards notices, solicitation documents, and other attachments are fully accessible and available free of charge and without having to register on CanadaBuys.

    Information may be available on another source prior to being available on CanadaBuys. You may have received this information through a third-party distributor. The Government of Canada is not responsible for any tender notices and/or related documents and attachments not accessed directly from

    Government of Canada tender or award notices carry an OpenGovernment License - Canada that governs its use. Related solicitation documents and/or tender attachments are copyright protected. Please refer to our terms and conditions page for more information.

    Summary information

    Notice type
    Invitation to Qualify
    English, French
    Region(s) of delivery
    Region of opportunity
    Procurement method
    Competitive – Open Bidding
    Commodity - GSIN
    Click the links below to see a list of notices associated with the GSIN codes.

    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. 

    Refer to our Support page if you need help or have questions about the government procurement process, including how to bid or how to register in SAP Ariba. You can also contact Procurement Assistance Canada, which has offices across Canada.


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