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Financial Consumer Agency of Canada

Examen des pratiques de vente au détail des banques canadiennes – Évaluations mystères

Request for Proposal (RFP)
Estimated value
Not disclosed
Deadline
April 15, 2019
Published
February 20, 2019
Type
Services
Explore similarOntario

Full description

Notification of Proposed Procurement (NPP)
Summary
This requirement is for: The Financial Consumer Agency of Canada
All interested suppliers meeting the security requirements may submit a bid
Description of the Requirement:
The purpose of this project is to conduct a nation-wide mystery shopping exercise at six of Canada’s largest Financial Institutions (FIs). FCAC requires a firm to design and implement a nation-wide mystery shopping exercise while operating within FCAC requirements as set out in this Statement of Work.
FCAC is seeking to engage a firm that can collect high quality data using reasonable and believable scenarios. The project must use a mixed-methods research design that gathers both quantitative qualitative data from mystery shoppers about how financial products and/or services are sold.
The firm must have demonstrable mystery shopping experience in Canada, as well as experience in research, data collection, analysis and reporting on qualitative and quantitative research.
Trade Agreements
The requirement is subject to the provisions of the World Trade Organization Agreement on Government Procurement (WTO-AGP), the North American Free Trade Agreement (NAFTA), the Canada-Chile Free Trade Agreement (CCFTA), the Canadian Free Trade Agreement (CFTA), the Canada-Peru Free Trade Agreement (CPFTA), the Canada-Columbia Free Trade Agreement (CColFTA), Canada-Honduras Free Trade Agreement, Canada-Korea Free Trade Agreement, the Canada-European Union Comprehensive Economic and Trade Agreement (CETA), Canada–Ukraine Free trade agreement, the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), and the Canada-Panama Free Trade Agreement (CPanFTA) if it is in force.
Level of Security Requirement:

Level of information – PROTECTED B;
The Contractor/Offeror must, at all times during the performance of the Contract/Standing Offer/Supply Arrangement, hold a valid Designated Organization Screening (DOS) with approved Document Safeguarding at the level of protected B, issued by the Canadian Industrial Security Directorate, Public Services and Procurement Canada
Personnel Security level – RELIABILITY STATUS;
Contractor will be required to sign a confidentiality agreement prior to commencing work.
Security Requirements Check List (SRCL): Common PS SRCL No. 09File Number: 20181618
Contracting Authority: Stephane Dupel
Phone Number: 613-948-7958

E-Mail: f••••••••@••••••••.••.ca

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Basic information

Reference
PW-19-00864800
Solicitation no.
20181618
Buyer
Financial Consumer Agency of Canada
Notice type
Request for Proposal
Method
Competitive - Open bidding
Procurement category
*SRV
Trade agreements
*Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) *Canada-Panama Free Trade Agreement *Canadian Free Trade Agreement (CFTA) *Canada-Korea Free Trade Agreement (CKFTA) *Canada-Colombia Free Trade Agreement *World Trade Organization Agreement on Government Procurement (WTO GPA) *Canada-European Union Comprehensive Economic and Trade Agreement (CETA) *Canada-Chile Free Trade Agreement (CCFTA) *North American Free Trade Agreement (NAFTA) *Canada-Honduras Free Trade Agreement *Canada-Peru Free Trade Agreement (CPFTA)
Estimated value
Not disclosed
Source
canadabuys

Classification & terms

GSIN
*B506D — *Economic Studies / Modelling and Analysis

Delivery & regions

Province
Ontario
Regions of delivery
*Canada

Key dates

Published
February 20, 2019
Closes
April 15, 2019
Amendment no.
001

Contact

End-user
Financial Consumer Agency of Canada
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