OpenServices
RFSA 2025-4896 (Financial Advisory Services and Treasury and Investment Advisory Services)
DAMA 2025-4896 (Services-conseils financiers et en matière de trésorerie et de gestion de placements)
Description
CDIC is a federal Crown corporation, with headquarters in Ottawa. CDIC is responsible for providing insurance against the loss of part or all of deposits, and for promoting and otherwise contributing to the stability of the financial system in Canada. These objectives are pursued for the benefit of persons having deposits with CDIC member institutions and in such a manner as will minimize the exposure of CDIC to loss. CDIC is also the resolution authority for CDIC member institutions.
Further information about CDIC can be obtained at www.cdic.ca.
Canada Deposit Insurance Corporation (“CDIC”) is seeking to establish a qualified pool of Suppliers to provide financial advisory services and treasury and investment advisory services as further described in Part 6 (Supply Arrangement and Statement of Work) for any one or multiple of 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
on an as and when required basis, for a three (3) year term.
The Services described in the RFSA are meant to provide a high-level framework. The actual scope, deliverables, qualifications and requirements for the Services will be identified at the time of the requirement and further defined in a Service Request.
This procurement is subject to the Interim Policy on Reciprocal Procurement. This means that only Canadian Suppliers, as defined in Part 7 (Definitions) are eligible to submit proposals as part of this procurement. Any proposals submitted by non-Canadian Suppliers will be rejected, as non-Canadian Suppliers are not eligible to compete or be awarded an agreement, pursuant to Section 2.3 of the Interim Policy on Reciprocal Procurement.
For additional information, please refer to the RFSA.
Tender Details
- Reference Number
- cb-613-3528309
- Solicitation Number
- 2025-4896
- Publication Date
- Mar 24, 2026
- Closing Date
- Apr 27, 2026
- Expected Start
- May 1, 2026
- Expected End
- Apr 30, 2029
- Procurement Method
- Competitive - Open bidding
- Selection Criteria
- Variations or combinations of the above methods
- Notice Type
- Request for Supply Arrangement
Classification
- UNSPSC Code
- 84111500; 84111502; 84111503; 84111701; 84111802; 84120000; 84121700; 84121703
- UNSPSC Description
- Accounting services; Financial accounting service; Tax accounting service; Treasury services; Tax advisory services; Banking and investment; Investment advice; Investment analysis
Trade Agreements
Canadian Free Trade Agreement (CFTA)
Contracting Entity
Canada Deposit Insurance Corporation (CDIC)
50 O'Connor Street, 17th Floor
Ottawa, Ontario
Regions of Delivery
Toronto; National Capital Region (NCR)
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