ExpiredServicesAmended (1x)

RFI FDC Transaction Management System (TMS)

DG Système de gestion des transactions (SGT)

Description

FINDEV CANADA is seeking information from industry about existing Transaction Management System (TMS) solutions to support FinDev Canada’s core transaction related processes. FinDev Canada is interested in a new TMS solution to manage the end-to-end lifecycle of all FinDev Canada’s Transaction-related processes (financial, investments, etc.) including reporting from origination through to approvals and managing & monitoring of these transactions. Currently, FinDev Canada does not have an end-to-end TMS solution. FinDev Canada is intending to use the feedback it gathers from industry to advance a procurement process(es) to acquire a TMS solution. This initiative is critically important to FinDev Canada and therefore, FinDev Canada intends to move swiftly to achieve results. Please refer to Section 4, Table 1 for anticipated timelines. FinDev Canada has identified a number of capabilities and business considerations that are required across all aspects of the TMS, including but not limited to those described in Annex A. Specifically, through this RFI process, FinDev Canada is looking to: ? Determine the capabilities of existing TMS solution(s) on the market and how they compare to Annex A. ? Obtain high level information related to out-of-the-box TMS capabilities versus capabilities that would be fulfilled by customization or third-party vendors/tool(s). ? Obtain rough order pricing range estimates, where feasible.

Quick Summary

Export Development Canada (EDC) on behalf of FinDev Canada is seeking information from industry about existing Transaction Management System (TMS) solutions to support their core transaction processes. They aim to find a comprehensive system to manage the full lifecycle of financial and investment transactions, from origination to approvals and monitoring, as they currently lack an end-to-end TMS solution.

Ideal For

Companies that develop or provide comprehensive transaction management software solutions for financial and investment processes should bid.

Transaction Management SystemFinancial SoftwareInvestment ManagementEnterprise SoftwareProcurementFinancial Technology
High complexity

Tender Details

Reference Number
cb-575-52793943
Solicitation Number
RFI-25-003
Publication Date
Apr 28, 2025
Closing Date
May 19, 2025
Procurement Method
Non-competitive
Selection Criteria
Not applicable
Notice Type
Request for Information

Classification

UNSPSC Code
84121703
UNSPSC Description
Investment analysis

Trade Agreements

Canada-European Union Comprehensive Economic and Trade Agreement (CETA); Canadian Free Trade Agreement (CFTA)

Contracting Entity

Export Development Canada (EDC)

2950-1 place Ville-Marie

Montreal, QUEBEC

Contact

Jennifer LaFitte-Cote

solicitations@edc.ca

(613) 618-3998

Regions of Delivery

Canada; United States of America