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

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 [email protected].

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

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.