Question 1

What is "RFSA 2025-4896 (Financial Advisory Services and Treasury and Investment Advisory Services)"?

Accepted Answer

### PROCUREMENT OVERVIEW
The Canada Deposit Insurance Corporation (CDIC) is seeking to establish a qualified pool of suppliers for Financial Advisory Services and Treasury and Investment Advisory Services. The project encompasses four distinct service streams: 
1. Accounting and Advisory Services
2. Tax Advisory Services
3. Ex Ante Funding and Loss Absorbency
4. Investments and Sources of Liquidity

The objective is to provide these services on an as-needed basis over a three-year term, ensuring that CDIC can effectively manage its financial responsibilities and contribute to the stability of the Canadian financial system.

### ISSUING ORGANIZATION
The issuing organization is the Canada Deposit Insurance Corporation (CDIC), located in Ottawa, Ontario, Canada. The primary contact for this opportunity is Judy Ann Hollander, who can be reached via email at proposals@cdic.ca.

### KEY DATES
- **Posted Date:** March 24, 2026
- **Proposal Due Date:** April 27, 2026, by 12:00 p.m. (Ottawa local time)
- **Performance Period:** Three years from the award date (exact award date not specified).

### CONTRACT DETAILS
The procurement will result in a Supply Arrangement (RFSA) rather than a fixed-price contract. The estimated contract value or budget range is not disclosed in the documentation. There are no specified option years.

### MANDATORY REQUIREMENTS
Bidders must meet the following mandatory requirements:
- **Geographic Restrictions:** Only Canadian Suppliers, as defined in the Interim Policy on Reciprocal Procurement, are eligible to submit proposals. Non-Canadian suppliers will be rejected.
- **Proposal Submission:** Proposals must be submitted in accordance with the guidelines outlined in the RFSA documentation, including required forms and mandatory requirements.

### TECHNICAL CAPABILITIES
Bidders should possess expertise in the following areas:
- Accounting and financial advisory services
- Tax advisory services
- Financial modeling for funding and loss absorbency
- Investment strategies and liquidity management

### DELIVERABLES AND PERFORMANCE STANDARDS
While specific deliverables are not detailed in the RFSA, the successful suppliers will be expected to provide services as defined in individual service requests, which will outline the scope, deliverables, qualifications, and requirements at the time of need.

### EVALUATION CRITERIA
Proposals will be evaluated based on a combination of factors, including:
- Technical approach
- Past performance
- Price
The specific weighting of these factors is not provided, but the evaluation process will adhere to the principles of best-value procurement.

### PREFERRED QUALIFICATIONS
While not mandatory, bidders with the following qualifications may have a competitive advantage:
- Relevant certifications in financial advisory or investment management
- Demonstrated experience with similar governmental or financial institutions
- Proven track record of delivering high-quality financial advisory services

This summary provides a comprehensive overview of the opportunity, enabling potential bidders to assess their fit for the RFSA 2025-4896.

Question 2

When is the proposal submission deadline?

Accepted Answer

The proposal submission deadline is April 27, 2026 (24 days left).

RFSA 2025-4896 (Financial Advisory Services and Treasury and Investment Advisory Services)

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