This opportunity has closed
The submission deadline was April 27, 2026. This page is kept for reference purposes.
RFSA 2025-4896 (Financial Advisory Services and Treasury and Investment Advisory Services)
AI Summary
PROCUREMENT OVERVIEW
The 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. The procurement encompasses four specific service streams:
- Accounting and Advisory Services
- Tax Advisory Services
- Ex Ante Funding and Loss Absorbency
- Investments and Sources of Liquidity
The services will be required on an as-needed basis over a three-year term, with the actual scope and deliverables to be defined at the time of each service request.
ISSUING ORGANIZATION
- Name: Canada Deposit Insurance Corporation (CDIC)
- Location: Ottawa, Ontario, Canada
- Contact: Judy Ann Hollander
- Email: [email protected]
TECHNICAL CAPABILITIES
Bidders must demonstrate expertise in the following areas corresponding to the service streams:
- Financial accounting and advisory services
- Tax advisory services
- Funding strategies and loss absorbency mechanisms
- Investment strategies and liquidity management
DELIVERABLES AND PERFORMANCE STANDARDS
The RFSA provides a high-level framework for the services required. Specific deliverables, milestones, and performance metrics will be detailed in individual service requests as they arise.
PREFERRED QUALIFICATIONS
While not mandatory, preferred qualifications may include:
- Advanced certifications in financial advisory or treasury management.
- Proven experience with governmental or Crown corporation clients.
- Demonstrated success in similar advisory roles.
This summary captures the essential information needed for potential bidders to assess their fit for the opportunity presented by CDIC. Bidders should review the complete RFSA document for detailed requirements and submission guidelines.
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Documents
Description
Read full 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. Addendum No. 1
Additional Information
Source
canadabuys
Status
closed
Procurement Method
Competitive - Open bidding
Procurement Category
Services
Selection Criteria
Variations or combinations of the above methods
Regions of Opportunity
Canada
Regions of Delivery
Toronto *National Capital Region (NCR)
Reference Number
cb-613-3528309
Amendment Number
001
Contracting Entity
Canada Deposit Insurance Corporation (CDIC)
Contact Name
Judy Ann Hollander
Contact Email
Contact Country
Canada
Organization City
Ottawa
Organization Province / State
Ontario
Organization Country
Canada
Last Updated
April 27, 2026
Frequently Asked Questions
When is the proposal submission deadline?
The proposal submission deadline is April 27, 2026 (Overdue).
Note: This opportunity has already closed. See similar active opportunities above.
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