Alberta Purchasing #RFP 27.23

ATB Financial Solicits Partners for Capital Markets COI Survey Program Delivery

ATB Financial, a government-owned financial institution in Alberta, Canada, is seeking third party partners to deliver its Capital Markets COI Survey client experience program. - Government Buyer: - ATB Financial (Alberta, Canada) - Products/Services Requested: - Delivery and management of the Capital Markets COI Survey Program - Professional services focused on client experience survey execution - Compliance with Canadian Research Insights Council (CRIC) research standards required - Unique or Notable Requirements: - Program is proprietary and has been operational for over 15 years - Proposals must include both priced and unpriced electronic submissions - Strict adherence to CRIC research standards - No specific OEMs or vendors are named in the notice - Contract period covers three years of program delivery

Description

This Request for Proposal (RFP) seeks qualified third party partners to deliver a tenured client experience program for ATB Financial in Fiscal Year 27. The program has been proprietary and running for over 15 years. The selected proponent(s) must comply with Canadian Research Insights Council (CRIC) research standards. The contract delivery period is from September 1, 2026, to August 31, 2029.

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