University of Alberta - Request for Proposal - RFP 2026-0108 Multi-Year Endowment Optimization Review
About This Opportunity
This is a consulting contract in the finance and banking sector, with a focus on Banking and Investment. Located in Canada, North America, this opportunity is open to firms and consortiums. Proposals must be submitted before August 26, 2026.
Published through Alberta Purchasing Connection, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. Interested parties should review the full documentation on the original source before submitting their proposal.
Description
The University manages a significant portfolio of endowments (charitable purpose trusts and endowments), which are stewarded primarily by the Office of Vice-President (External Relations) and distributed across various academic Faculties and University-wide service units. Over time, certain endowments have accumulated multiple years of unspent allocations due to restrictive operating terms, shifting academic programming, or evolving institutional needs.
The University is seeking an external contractor with specialized financial and legal expertise in trust law and endowment management to conduct a comprehensive, risk-aware review of these underutilized endowments.
Commodity Categories: Business and corporate management consultation services, Legal services, Business law services, Banking and investment
Delivery Region: Alberta
Data provenance
This notice is sourced from Alberta Purchasing Connection and was originally published on July 29, 2026. Last refreshed 1 day ago. BidsFactory mirrors official procurement notices and links back to the source for full legal text.
About University of Alberta
University of Alberta has issued 86 procurement notices on BidsFactory, including 9 currently open and 17 awarded contracts. Activity concentrates in Education & Training, Health & Medical, and Information & Communication Technology. All notices are published for Canada. Notices are distributed via Alberta Purchasing Connection and CanadaBuys - Government of Canada. Most recent publication: July 30, 2026.
Frequently asked questions about this tender
Where will the contract be performed?
The contract is for delivery in Canada. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.
How can I submit a bid?
Visit Alberta Purchasing Connection to access the full notice, required documents, and submission instructions provided by the contracting authority.
When does this tender close?
The submission deadline is August 26, 2026. You have 26 days left to prepare and submit your proposal to the contracting authority.
Who is the contracting authority?
This notice was issued by University of Alberta in Canada. The authority is responsible for evaluating bids, awarding the contract, and managing performance.
What type of contract is this?
This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.
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