Alberta Purchasing #AB-2026-04818

ATB Financial Seeks Partner for Capital Markets COI Survey Program Delivery

ATB Financial, a government-owned financial institution in Alberta, Canada, is seeking a qualified third-party partner to deliver its Capital Markets COI Survey client experience program. - Government Buyer: - ATB Financial (Alberta, Canada) - Scope of Work: - Delivery of the Capital Markets COI Survey program, which has operated for over 15 years - Services include market research, stakeholder analysis, and communications planning - Program must comply with Canadian Research Insights Council (CRIC) research standards - Procurement Details: - No specific OEMs or vendors are named in the notice - Open and competitive procurement under the NWPTA trade agreement - Proposals must be submitted via email - Period of Performance: - Multi-year engagement (three years) - Unique Requirements: - Adherence to CRIC research standards is mandatory for all bidders

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 running for over 15 years and requires adherence to Canadian Research Insights Council (CRIC) research standards. The scope includes services related to market research, stakeholder analysis, and communications planning. Proposals must be submitted via email by July 24, 2026, with project delivery scheduled from September 1, 2026, to August 31, 2029.

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