RFPopen🌐 Alberta (APC)AB-2026-05381
RFP 2026-0108 Multi-Year Endowment Optimization Review
University of Alberta
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.
Details?
- Posted
- Jul 29, 2026
- Response deadline
- Aug 26, 2026, 8:00 PM UTC (28d)
- Type
- RFP
- Category
- SRV
- Status
- open
- Buyer
- University of Alberta
- Jurisdiction
- Alberta (APC)
- Location
- Alberta
- Reference #
- AB-2026-05381
- Has Description
- true
- Status Order
- 2
- @Search Score
- 1
- Commodity Codes
- 80101500, 80120000, 80121600, 84120000
- Agreement Type Code
- TA-01
- Ai Version Keywords
- university of alberta, request for proposal, rfp 2026-0108, endowment optimization, multi-year review, financial expertise, legal expertise, trust law, endowment management, underutilized endowments,
- Project 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 distribu
- Solicitation Number
- RFP 2026-0108
- Commodity Code Titles
- Business and corporate management consultation services, Legal services, Business law services, Banking and investment
- Opportunity Type Code
- OPEN-COMPETITIVE
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