ExpiredServicesAmended (1x)

RFP 426: Stream 3A, Financial Instruments Valuation – Public Sector Pension Investment Board (PSPIB)

DDP 426 : Volet 3A, Évaluation d’instruments financiers – Office d’investissement des régimes de pensions du secteur public (l’Office)

Description

This requirement is open only to those Audit and Related Services Supply Arrangement (SA) Holders who qualified under Stream 3A – Financial Instrument Valuation under the SA369 series of SAs. The following SA Holders have been invited to submit a bid: 1. BDO Canada LLP 2. Deloitte LLP 3. Ernst & Young LLP 4. KPMG LLP 5. PricewaterhouseCoopers LLP Description of Requirement The Office of the Auditor General (OAG), along with Deloitte LLP as joint auditors, are required to perform an annual audit of the financial statements of Public Sector Pension Investment Board (PSPIB). The OAG requires a Contractor to assist the OAG in the audit of the fair value of financial instruments including derivatives investments, private debt securities as well as any other investments requiring the expertise of valuation specialists. The objective of the contract is to engage a Contractor to provide the OAG audit team with this required expertise for the year ending 2025, with options to extend for the years ending 2026 and 2027. This requirement is intended to result in one (1) contract. Level of Security Resource Minimum Security Level Required - Reliability The work performed under this Contract will be at the Reliability Status and the deliverables associated with the completion of the work detailed in this document will be up to Protected A. Applicable Trade Agreements: The requirement is subject to the provisions of the Canadian Free Trade Agreement (CFTA), the Canada–Chile Free Trade Agreement, the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), the Canada–Colombia Free Trade Agreement, the Canada-European Union Comprehensive Economic and Trade Agreement (CETA), the Canada–Honduras Free Trade Agreement, the Canada–Korea Free Trade Agreement, the Canada–Panama Free Trade Agreement, the Canada-Peru Free Trade Agreement, the Canada-Ukraine Free Trade Agreement, the Canada-United Kingdom Trade Continuity Agreement, and the World Trade Organization-Agreement on Government Procurement (WTO-AGP). Proposed period of contract: The proposed period of contract shall be from Contract award to 31 October 2025 with two (2) additional one (1) year option periods. File Number: RFP 426 Contracting Authority: Beth Cooper E-Mail: suppliers@oag-bvg.gc.ca Note: The Audit and Related Services Request for Supply Arrangement is an ongoing opportunity for qualification solicitation. For suppliers who wish to find out how they can become a qualified supply arrangement holder, please see the ongoing opportunity for qualification solicitation posted on CanadaBuys: https://canadabuys.canada.ca/en/tender-opportunities/tender-notice/cb-4734-12859618.

Quick Summary

The Office of the Auditor General of Canada is seeking a contractor to assist in auditing the fair value of financial instruments for the Public Sector Pension Investment Board. The work involves valuation expertise for complex investments like derivatives and private debt securities for the 2025 fiscal year, with options to extend through 2027. Only pre-qualified firms under a specific supply arrangement are invited to bid.

Ideal For

Specialized financial audit and valuation firms with expertise in complex financial instruments and experience working with public sector pension funds should bid.

financial auditfinancial instrument valuationinvestment valuationpublic sector pensionaudit servicesfinancial consulting
High complexity

Tender Details

Reference Number
cb-987-13400439
Solicitation Number
426
Publication Date
Jan 6, 2025
Closing Date
Jan 21, 2025
Expected Start
Feb 17, 2025
Expected End
Oct 31, 2025
Procurement Method
Competitive - Selective tendering
Selection Criteria
Highest Combined Rating of Technical Merit and Price
Notice Type
Request for Proposal

Classification

UNSPSC Code
84111600
UNSPSC Description
Audit services

Trade Agreements

Canada-Panama Free Trade Agreement; Canada-Honduras Free Trade Agreement; Canada-Korea Free Trade Agreement (CKFTA); Canadian Free Trade Agreement (CFTA); Canada-Chile Free Trade Agreement (CCFTA); Canada-Ukraine Free Trade Agreement (CUFTA); Canada-Colombia Free Trade Agreement; World Trade Organization Agreement on Government Procurement (WTO GPA); Canada-Peru Free Trade Agreement (CPFTA); Canada-European Union Comprehensive Economic and Trade Agreement (CETA); Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP); Canada-UK Trade Continuity Agreement (Canada-UK TCA)

Contracting Entity

Office of the Auditor General of Canada

240 Sparks Street

Ottawa, Ontario

Contact

Beth Cooper

suppliers@oag-bvg.gc.ca

(613) 952-0213

Regions of Delivery

National Capital Region (NCR)