RFI Financial Sector Consulting & Prof. Services

Solicitation number 59017-180004/A

Publication date

Closing date and time 2018/06/07 14:00 EDT


    Description
    Trade Agreement: CETA / WTO-AGP / NAFTA / FTAs with Peru / Colombia / Panama / Korea
    Tendering Procedures: Suppliers on permanent list or able to meet qualification requirements
    Competitive Procurement Strategy: Best Overall  Proposal
    Comprehensive Land Claim Agreement: No
    Nature of Requirements: 
    
    Trade Agreement: WTO-AGP/NAFTA/AIT/Canada-Peru FTA/Canada-Colombia FTA Competitive Procurement Strategy: Request for Information (RFI) OnlyTendering Procedures: Only pre-qualified suppliers to streams 1: Internal audit services; 3: Information technology and systems audits; 4: Forensic audits; and 6: Financial accounting services under the Professional Audit Support Services - Supply Arrangement (PASS-SA) are invited to submit information 
    Documents: Documents are being sent directly to pre-qualified suppliers only Comprehensive Land Claim Agreement: No 
    Requirement 
    Reference Number: 59017-180004/A 
    
    Nature of Requirement: 
    Public Services Procurement Canada (PSPC), on behalf of the Office of the Superintendent of Financial Institutions (OSFI), is requesting Industry feedback regarding an upcoming procurement opportunity on specialized consulting and professional services on an as and when requested basis to the OSFI with the required expert advice capabilities to pursue complex and/or labour intensive supervisory interventions directed towards federally regulated financial institutions and private pension plans (FRFIs and PPPs) in a timely and confidential manner. 
    
    Tasks that could be requested to be performed by a Contractor would fall under the following Pass SA Streams.
    
    Stream 1 Internal Audit Services
    A.Governance and internal controls
    
    Stream 3 Information Technology and Systems Audits
    B.Information technology and operationalmanagement
    
    Stream 4 Forensic Audits
    C.Forensic auditing
    
    Stream 6 Financial Accounting Services
    D.Asset and liability valuation , including liquidation analysis
    E.Credit quality assessment including liquidation analysis
    F.Fee-based businesses
    G.Liquidity/funding risk
    H.Cash flows
    I.Earnings quality
    J.Recovery and resolution related services
    K.Actuarial services
    L.Claims management services
    M.Reinsurance services
    N.Accounting and Financial Reporting Services
    
    Purpose of the Request for Information:
    The objectives of this RFI are to:
    a.Inform potential suppliers of the draft requirements of the upcoming procurement opportunity;
    b.Collect information on the level of interest and capability from pre-qualified firms under the PASS-SAregarding the requirements as published in this RFI;
    c.Seek Industry feedback on Annex A Statement of Work included in the Bid Solicitation;
    d.Seek Industry feedback on the evaluation criteria in Attachment 1 of Part 4 included in the BidSolicitation; and
    e.Obtain answers to the questions for industry in Table 1 of the RFI.
    
    Enquiries can be made to:
    Martine A Lamarche
    Supply Specialist
    Telephone number: 613-293-6371
    Fax number: 819-956-8303
    Email address:
    martine.lamarche@tpsgc-pwgsc.gc.ca
    
    Documents may be submitted in either official language of Canada.
    Delivery Date: Above-mentioned
    
    The Crown retains the right to negotiate with suppliers on any procurement.
    
    Documents may be submitted in either official language of Canada.

    Contract duration

    Refer to the description above for full details.

    Trade agreements

    • World Trade Organization Agreement on Government Procurement (WTO GPA)
    • Canada-Panama Free Trade Agreement
    • Canada-Korea Free Trade Agreement (CKFTA)
    • Canada-European Union Comprehensive Economic and Trade Agreement (CETA)
    • Canada-Colombia Free Trade Agreement
    • Canada-Peru Free Trade Agreement (CPFTA)
    • North American Free Trade Agreement (NAFTA)
    Contact information

    Contracting organization

    Organization
    Public Works and Government Services Canada
    Address
    11 Laurier St, Phase III, Place du Portage
    Gatineau, Quebec, K1A 0S5
    Canada
    Contracting authority
    Lamarche, Martine
    Phone
    (613) 293-6371 ( )
    Email
    martine.lamarche@tpsgc-pwgsc.gc.ca
    Fax
    () -
    Address
    Terrasses de la Chaudière 5th Floor
    10 Wellington Street
    Gatineau, Quebec, K1A 0S5

    Buying organization(s)

    Organization
    Office of the Superintendent of Financial Institutions
    Address
    255 Albert Street
    Ottawa, Ontario, K1A0H2
    Canada
    Bidding details

    Summary information

    Notice type
    Request for Information
    Language(s)
    English, French
    Region(s) of delivery
    Alberta
    ,
    British Columbia
    ,
    Manitoba
    ,
    New Brunswick
    ,
    Newfoundland and Labrador
    ,
    Nova Scotia
    ,
    Northwest Territories
    ,
    Nunavut Territory
    ,
    Ontario (except NCR)
    ,
    Prince Edward Island
    ,
    Quebec (except NCR)
    ,
    Saskatchewan
    ,
    Yukon
    ,
    National Capital Region (NCR)
    Procurement method
    Competitive – Selective Tendering
    Selection criteria
    Highest Combined Rating of Technical Merit and Price