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Office of the Auditor General (OAG)

Ongoing Opportunity to Qualify - Audit and Related Services

Supply arrangement
Estimated value
Not disclosed
Deadline
January 1, 2100
Published
April 12, 2023
Type
Services
Explore similarFinancial and Insurance ServicesOntario
Awarded
This contract has been awarded. Details are drawn from the federal award notice for this solicitation.
Winning supplier
Ernst & Young LLP
Award date
2023-07-05
Supplier location
Ottawa, On
Request for Supply Arrangement

Full description

***AMENDMENT 004 - ADDITION OF STREAM 6 - INFORMATION TECHNOLOGY AND SYSTEMS AUDIT AND RELATED SERVICES***
***AMENDMENT 003 - RESPONSES TO SUPPLIER'S QUESTIONS AND MODIFY ARTICLES AS DESCRIBED IN THE DOCUMENT ENCLOSED HEREIN***
***AMENDMENT 002 - MODIFY ARTICLES AS DESCRIBED IN THE DOCUMENT ENCLOSED HEREIN***
***AMENDMENT 001 - CORRECTION TO CONTRACTING AUTHRORITY EMAIL IN THE CONTACT INFORMATION TAB***

BID SOLICITATION FOR SUPPLY ARRANGEMENTS FOR AUDIT AND RELATED SERVICES (ARS) FOR THE OFFICE OF THE AUDITOR GENERAL OF CANADA

This is a request to solicit bids for Supply Arrangements (SAs) to satisfy the Office of the Auditor General of Canada’s (OAG) requirement for the provision of Audit and Related Services (ARS) to locations throughout Canada, excluding any locations in areas subject to any of the Comprehensive Land Claims Agreements. Suppliers capable of meeting the requirements of this solicitation are invited to submit an arrangement.

This document will serve to refresh the SAs in place for the provision of ARS and to maintain the current SAs awarded under SA369. Existing Suppliers are not required to re-qualify for any categories for which they already have a SA although they must otherwise comply with the requirements of the bid solicitation.

Audit and Related Services includes the following streams of services:

Stream 1- Financial Audit: providing assurance services on financial statements
Stream 2 - Data Analytics: providing services for assurance level evidence in support of audit through analysis of data
Stream 3 - Financial Instruments Audit and Related Consulting Services: providing services which include valuation, Presentation and Disclosures of Financial Instruments and Derivatives
Sub-Stream 3A –Financial Instruments Valuation
Sub-Stream 3B – Private Market Valuation
Sub-Stream 3C – Financial Instruments and Derivatives Presentation and Disclosures
Stream 4 - Actuarial Services: providing services of assistance on auditing insurance liabilities and/or employee benefit liabilities
Sub-Stream 4A - Audit Conclusion on Insurance policy liabilities
Sub-Stream 4B - Audit Conclusion on Employee Benefits
Stream 5 - Special Examination: providing services of assurance on operating effectiveness of systems and practices under audit

This RFSA describes the process by which a supplier may be selected for recommendation of a supply arrangement. Arrangements will be evaluated on a stream and sub-stream basis. Each responsive arrangement will be recommended for the issuance of a SA for the streams or sub-streams being applied for according to the conditions identified in Part 6 – Supply Arrangement and Resulting Contract Clauses. The Supply Arrangement has no defined end-date and will remain valid until such time as Canada no longer considers it to be advantageous to use it.

Selection criteria

Variations or combinations of the above methods

AI Summary

AMENDMENT 004 - ADDITION OF STREAM 6 - INFORMATION TECHNOLOGY AND SYSTEMS AUDIT AND RELATED SERVICES AMENDMENT 003 - RESPONSES TO SUPPLIER'S QUESTIONS AND MODIFY ARTICLES...

AI Analysis

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Basic information

Reference
cb-4734-12859618
Solicitation no.
369/B
Buyer
Office of the Auditor General (OAG)
Notice type
Request for Supply Arrangement
Method
Competitive - Open bidding
Procurement category
*SRV
Trade agreements
*World Trade Organization Agreement on Government Procurement (WTO GPA) *Canada-Ukraine Free Trade Agreement (CUFTA) *Canada-Chile Free Trade Agreement (CCFTA) *Canada-Colombia Free Trade Agreement *Canada-Panama Free Trade Agreement *Canada-Honduras Free Trade Agreement *Canadian Free Trade Agreement (CFTA) *Canada-Korea Free Trade Agreement (CKFTA) *Canada-European Union Comprehensive Economic and Trade Agreement (CETA) *Canada-Peru Free Trade Agreement (CPFTA) *Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP)
Estimated value
Not disclosed
Source
canadabuys

Classification & terms

UNSPSC
UNSPSC 84000000 — Financial and Insurance Services

Delivery & regions

Province
Ontario
Regions of opportunity
*Canada
Regions of delivery
*Canada

Key dates

Published
April 12, 2023
Closes
January 1, 2100
Amendment no.
005
Amendment date
May 27, 2026

Contact

Contact
Soo Yeon Cho
Phone
(613) 952-0213
Address
240 Sparks street, Ottawa, Ontario, K1A0G6, Canada

Documents

(1)
Complete source record(28)
Title
Ongoing Opportunity to Qualify - Audit and Related Services
Reference number
cb-4734-12859618
Amendment number
005
Solicitation number
369/B
Publication date
2023-04-12
Tender closing date
2100-01-01T14:00:00
Amendment date
2026-05-27
Tender status
Open
Unspsc
*84111600
Unspsc description
*Audit services
Procurement category
*SRV
Notice type
Request for Supply Arrangement
Procurement method
Competitive - Open bidding
Selection criteria
Variations or combinations of the above methods
Trade agreements
*World Trade Organization Agreement on Government Procurement (WTO GPA) *Canada-Ukraine Free Trade Agreement (CUFTA) *Canada-Chile Free Trade Agreement (CCFTA) *Canada-Colombia Free Trade Agreement *Canada-Panama Free Trade Agreement *Canada-Honduras Free Trade Agreement *Canadian Free Trade Agreement (CFTA) *Canada-Korea Free Trade Agreement (CKFTA) *Canada-European Union Comprehensive Economic and Trade Agreement (CETA) *Canada-Peru Free Trade Agreement (CPFTA) *Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP)
Regions of opportunity
*Canada
Regions of delivery
*Canada
Contracting entity name
Office of the Auditor General (OAG)
Contracting entity address line
240 Sparks street
Contracting entity address city
Ottawa
Contracting entity address province
Ontario
Contracting entity address postal code
K1A0G6
Contracting entity address country
Canada
Contact info name
Soo Yeon Cho
Contact info email
suppliers@oag-bvg.gc.ca
Contact info phone
(613) 952-0213
Attachment
https://canadabuys.canada.ca/sites/default/files/webform/tender_notice/19058/rfsa-369-b---audit-and-related-services-ongoing-qualification-amendment-003-%28en.pdf,https://canadabuys.canada.ca/sites/default/files/webform/tender_notice/4734/rfsa-369-b---audit-and-related-services-ongoing-qualification-amendment-002-%28en.pdf,https://canadabuys.canada.ca/sites/default/files/webform/tender_notice/4734/rfsa369-b---audit-and-related-services-ongoing-opportunity-to-qualify---final-%28en.pdf,https://canadabuys.canada.ca/sites/default/files/webform/tender_notice/19058/rfsa-369-b---audit-and-related-services-ongoing-qualification-amendment-004-%28en.pdf
Tender description
***AMENDMENT 004 - ADDITION OF STREAM 6 - INFORMATION TECHNOLOGY AND SYSTEMS AUDIT AND RELATED SERVICES*** ***AMENDMENT 003 - RESPONSES TO SUPPLIER'S QUESTIONS AND MODIFY ARTICLES AS DESCRIBED IN THE DOCUMENT ENCLOSED HEREIN*** ***AMENDMENT 002 - MODIFY ARTICLES AS DESCRIBED IN THE DOCUMENT ENCLOSED HEREIN*** ***AMENDMENT 001 - CORRECTION TO CONTRACTING AUTHRORITY EMAIL IN THE CONTACT INFORMATION TAB*** BID SOLICITATION FOR SUPPLY ARRANGEMENTS FOR AUDIT AND RELATED SERVICES (ARS) FOR THE OFFICE OF THE AUDITOR GENERAL OF CANADA This is a request to solicit bids for Supply Arrangements (SAs) to satisfy the Office of the Auditor General of Canada’s (OAG) requirement for the provision of Audit and Related Services (ARS) to locations throughout Canada, excluding any locations in areas subject to any of the Comprehensive Land Claims Agreements. Suppliers capable of meeting the requirements of this solicitation are invited to submit an arrangement. This document will serve to refresh the SAs in place for the provision of ARS and to maintain the current SAs awarded under SA369. Existing Suppliers are not required to re-qualify for any categories for which they already have a SA although they must otherwise comply with the requirements of the bid solicitation. Audit and Related Services includes the following streams of services: Stream 1- Financial Audit: providing assurance services on financial statements Stream 2 - Data Analytics: providing services for assurance level evidence in support of audit through analysis of data Stream 3 - Financial Instruments Audit and Related Consulting Services: providing services which include valuation, Presentation and Disclosures of Financial Instruments and Derivatives Sub-Stream 3A –Financial Instruments Valuation Sub-Stream 3B – Private Market Valuation Sub-Stream 3C – Financial Instruments and Derivatives Presentation and Disclosures Stream 4 - Actuarial Services: providing services of assistance on auditing insurance liabilities and/or employee benefit liabilities Sub-Stream 4A - Audit Conclusion on Insurance policy liabilities Sub-Stream 4B - Audit Conclusion on Employee Benefits Stream 5 - Special Examination: providing services of assurance on operating effectiveness of systems and practices under audit This RFSA describes the process by which a supplier may be selected for recommendation of a supply arrangement. Arrangements will be evaluated on a stream and sub-stream basis. Each responsive arrangement will be recommended for the issuance of a SA for the streams or sub-streams being applied for according to the conditions identified in Part 6 – Supply Arrangement and Resulting Contract Clauses. The Supply Arrangement has no defined end-date and will remain valid until such time as Canada no longer considers it to be advantageous to use it.

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