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

Canada Deposit Insurance Corporation (CDIC)
CanadaBuys RFSA Posted: March 24, 2026

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:

  1. Accounting and Advisory Services
  2. Tax Advisory Services
  3. Ex Ante Funding and Loss Absorbency
  4. 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.

Due Date
April 27, 2026
(Overdue)
Solicitation #
2025-4896

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Documents

cdic-rfsa-2025-4896-financial-advisory-services-and-treasury-and-investment-advisory-services-%28main-document_0.pdf
PDF • 1.1 MB
ad-1---rfsa-2025-4896.pdf
PDF • 205.7 KB
rfsa-2025-4896-forms.zip
ZIP Archive • 632.4 KB

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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