Client Obsession Index Partner Service
Overview
Settle Signals
Market intelligence for public sector sales teams
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP posted: June 29th, 2026
Proponent questions submission deadline: July 6th, 2026
ATB answers posted to APC deadline: July 12th, 2026
RFP Deadline: July 24th, 2026
Notification of Shortlisted Proponents: Week of August 7th, 2026
Interviews with Shortlisted Proponents: August 7th - August 25th, 2026
Selection of Preferred Proponent(s): Week of August 28th, 2026
Anticipated Agreement commencement date: September 12th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Atb Financial
DESCRIPTION
The government authority in Edmonton, Alberta is seeking a vendor to deliver a comprehensive Client Obsession Index (COI) partner service for a three-year contract. The selected partner will be responsible for programming survey invitations and reminders in HTML, ensuring that branding and formatting align with the Research team's guidelines.
All telephone interviews must be conducted from a call centre, with daily interviewing schedules adjusted for holidays or events that may impact participation. Vendors are expected to provide guidance on data collection methods, use daytime calling hours, and accommodate clients’ preferences for callback times. Pre-notification emails will be sent to clients within one week of opening the field window, followed by online survey invitations and telephone follow-ups as needed.
The partner will be responsible for sending a single sample file before each field window, making efforts to meet response quotas as long as a sufficient sample is available. Vendors must ensure that clients have the ability to complete the survey online, including handling invitation confirmations and resending invitations when requested. All questions regarding the RFP must be submitted no later than July 6, 2026.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 24, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Atb Financial. The work is located in Edmonton, Alberta, Canada.
- Who is a good fit for this opportunity?
- Experience with large-scale customer satisfaction or market research programs
- Expertise in multi-channel data collection (online survey and call centre operations)
- Proven capability in programming HTML communications for research purposes
- Strong quality control and quota management in survey administration
- Established presence or ability to deliver services in Alberta, Canada
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.