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 proposals for Financial Advisory Services and Treasury and Investment Advisory Services. The core objective is to enhance CDIC's ability to manage financial risks and optimize investment strategies, thereby ensuring the stability of the financial system in Canada. The services will support CDIC's mandate to provide insurance against deposit losses and to act as the resolution authority for member institutions.

### ISSUING ORGANIZATION
- **Organization Name:** Canada Deposit Insurance Corporation (CDIC)
- **Location:** Ottawa, Ontario, Canada
- **Primary Contact:** Judy Ann Hollander
- **Email:** Proposals@cdic.ca

### KEY DATES
- **Posted Date:** March 24, 2026
- **Proposal Due Date:** April 27, 2026
- **Anticipated Award Date:** Not specified
- **Performance Period:** Not specified

### CONTRACT DETAILS
- **Contract Type:** Not explicitly stated
- **Estimated Contract Value:** Not mentioned
- **Option Years:** Not mentioned

### MANDATORY REQUIREMENTS
Bidders must meet the following requirements to be considered eligible:
- **Certifications and Registrations:** Specific certifications are not listed; bidders should verify compliance with relevant financial advisory standards.
- **Security Clearances:** Not specified.
- **Set-Aside Restrictions:** None mentioned.
- **Geographic Restrictions:** Services must be provided in Canada.
- **Experience Requirements:** Bidders should demonstrate a minimum of five years of relevant experience in financial advisory and treasury services.
- **Bonding or Insurance Requirements:** Not specified.

### TECHNICAL CAPABILITIES
Bidders should possess expertise in:
- Financial risk management
- Investment strategy development
- Treasury management practices
- Familiarity with Canadian financial regulations and frameworks

### DELIVERABLES AND PERFORMANCE STANDARDS
Key deliverables and performance standards are not explicitly detailed in the RFP. However, bidders should be prepared to outline their approach to delivering advisory services, including timelines and reporting requirements.

### EVALUATION CRITERIA
Proposals will be evaluated based on:
- **Technical Approach:** Understanding of the financial advisory landscape and proposed methodologies.
- **Past Performance:** Demonstrated success in similar projects.
- **Price:** Cost-effectiveness of the proposal.
The evaluation will likely follow a best-value approach, although specific weighting is not provided.

### PREFERRED QUALIFICATIONS
While not mandatory, the following qualifications may enhance a bidder's competitiveness:
- Advanced certifications in financial management (e.g., CFA, CPA)
- Experience with federal Crown corporations or similar entities
- Proven track record in managing large-scale financial advisory projects

This summary captures the essential details for potential bidders to assess their fit for the opportunity presented by CDIC. Bidders are encouraged to review the RFP thoroughly and ensure compliance with all mandatory requirements while highlighting any preferred qualifications that may strengthen their proposal.

Question 2

When is the proposal submission deadline?

Accepted Answer

The proposal submission deadline is April 27, 2026 (23 days left).

Question 3

Where can I submit a proposal or get solicitation documents?

Accepted Answer

You can access the full solicitation documents and submit your proposal at: https://canadabuys.canada.ca/en/tender-opportunities/tender-notice/cb-613-3528309

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

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