Basic Information

Reference Number

0000308707

Issuing Organization

Surrey Place Centre

Owner Organization

Surrey Place

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

012

Title

Financial Planning & Analysis SaaS Solution

Source ID

PP.CO.ON.907011.C2583251

Agreement Types

Broader Public Sector (BPS)

Canada-European Union Comprehensive Economic and Trade Agreement(CETA)

Canadian Free Trade Agreement (CFTA)

CFTA/Quebec-New York

Details

Location

Canada, All of Canada, All of Canada

Purchase Type

Duration: 2 years
Option: 1 additional option year

Description

Surrey Place is issuing this Request for Proposal (“RFP”) to select one (1) or more parties that submit a bid Proposal (“Proposal”) in response to this RFP (each, a “Proponent”), to provide a cloud-based Financial Planning & Analysis (FP&A) software solution (the “Deliverables”). Please see Schedule A - Scope of Work for additional details regarding the Deliverables and our specific requirements.

If the Deliverables are divisible into categories or portions, then there may be circumstances in which a different Proponent is successful for different categories or portions of the Deliverables.

DOCUMENT ACCESS NOTICE:
RFP documentation is available upon email request to procurement@surreyplace.ca for vendors without MERX accounts.
All other procurement activities including submitting questions, publishing addenda and submitting proposals will be conducted via MERX.

Dates

Publication

2025/12/01 06:00:15 PM EST

Bid Intent

Optional

Bid Intent Deadline

2026/01/14 02:00:00 PM EST

Question Acceptance Deadline

2025/12/10 11:59:00 PM EST

Questions are submitted online

Yes

Closing Date

2026/01/14 02:00:00 PM EST

Contact Information

Dave Musonge

437-297-6276

dave.musonge@surreyplace.ca

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Envelope 1 - Technical Proposal

Pricing

No pricing in this envelope

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Additional Bidding Instructions

At a minimum should include:
Schedule B – Proponent Information Form
Schedule C – Technical Evaluation Criteria Response Form
Schedule E – Draft SaaS Agreement

Do not include any pricing information in this envelope

Envelope 2 - Financial Proposal

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Bid Documents	Documents defining the proposal	Yes	No
No entries

Additional Bidding Instructions

At a minimum should include:
a) Schedule D – Financial Evaluation Criteria Form

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