University of Alberta - Request for Proposal - RFP 2026-0108 Multi-Year Endowment Optimization Review
Solicitation number AB-2026-05381
Publication date
Closing date and time 2026/08/26 10:00 EDT
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.
Contract duration
The estimated contract period will be 7 month(s), with a proposed start date of 2026/09/28.
Trade agreements
-
Canadian Free Trade Agreement (CFTA)
Contact information
Contracting organization
- Organization
-
University of Alberta
- Address
-
116 Street & 85 AvenueEdmonton, CA-AB, T6G 2R3CA
- Contracting authority
- Jennifer OBrien
- Email
- jennifer.obrien@ualberta.ca
- Address
-
116 Street & 85 AvenueEdmonton, Alberta, T6G 2R3Canada
Bidding details
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