Financial Advisory Services and Treasury and Investment Advisory Services

The Canada Deposit Insurance Corporation (CDIC), a federal Crown corporation responsible for deposit insurance and the stability of Canada’s financial system, is seeking to establish a three-year supply arrangement with qualified Canadian Suppliers to provide specialized financial advisory, treasury, and investment advisory services across four distinct Service Streams: Accounting and Advisory Services, Tax Advisory Services, Ex Ante Funding and Loss Absorbency, and Investments and Sources of Liquidity. This procurement is structured as a Request for Supply Arrangement (RFSA 2025-4896), functioning as a framework agreement under which individual service requests will be issued on an as-needed basis. Only suppliers that meet the definition of a Canadian Supplier—including having a permanent business presence in Canada, being registered for Canadian taxes, and employing personnel within the country—are eligible to participate, in accordance with the Interim Policy on Reciprocal Procurement. Proposals must be submitted electronically in PDF format by the stated deadline, adhering to strict formatting guidelines including Arial 12-point font, one-inch margins, and a 75-page limit for the technical offer, with separate financial and technical submission packages required. Key attachments include mandatory attestation forms confirming eligibility and compliance with Canadian supplier criteria. All suppliers must demonstrate relevant experience and expertise, a clear understanding of CDIC’s objectives, and an effective approach to service delivery, with evaluation weighted toward technical merit over price under a best-value trade-off methodology. Successful bidders must ensure all assigned personnel hold at least a Reliability-level security clearance and are legally authorized to work in Canada. Strict confidentiality and data protection obligations apply, prohibiting the use of AI tools to process CDIC’s confidential information without explicit prior written approval, and mandating the immediate return or destruction of all sensitive materials upon contract termination or personnel changes. Performance may occur at CDIC’s offices in Ottawa or Toronto or remotely, with delivery of services governed by individual task authorizations that define scope, timelines, and deliverables. Payment is due within 30 days of invoice receipt, with no electronic invoicing system specified, and all work must align with professional standards, applicable Canadian regulations, and CDIC’s internal policies on security, privacy, and ESG principles. The contract contains no defined monetary value or line-item pricing at the solicitation stage, with rates and fees to be established per service request, and CDIC retains full discretion to exercise options under the same terms and conditions as the original agreement.