Project Information

Bid Title

Investment Advisory and Management Services

Issuing Agency

Government of Alberta

Location

Alberta

Published Date

Sep 8, 2026

Closing Date

Oct 9, 2026

Government Level

State & Local

Status

Closed

Ref. #

AB-2026-06176

Original Source

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Bid Documents

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Project Description

Basic Information
APC Reference #	AB-2026-06176
Internal Reference #	RFP-1142
Title	Investment Advisory and Management Services
Status	OPEN
Posting Type	OPEN-COMPETITIVE
Solicitation Type	RFP
Category	Services
Contracting Organization	Southern Alberta Institute of Technology
Posting Date & Time (MT)	09/08/2026 04:00 PM
Closing Date & Time (MT)	10/09/2026 02:00 PM
Region(s) of Delivery	Alberta
Estimated Contract Start Date	04/01/2027
Estimated Contract End Date	03/31/2030
Contact Person	Tony Krajnc
Contact Title	Team Lead
Contact Email	tony.krajnc@sait.ca
Contact Phone	(403) 284-8838
Organization Address	1301-16 Avenue NW, G101, EH Crandell Building, Calgary, Alberta, T2M 0L4, Canada
External Posting	https://sait.bonfirehub.ca/opportunities/111066

SAIT is seeking an external Investment Advisory firm to provide professional investment advisory and related support services to the Institute in accordance with SAIT’s Investment Policy Statement (“IPS”), governance framework, and applicable legislative and regulatory requirements. The selected Proponent will support SAIT in developing and maintaining an appropriate investment strategy that reflects the Institute’s risk and return objectives, liquidity needs, capital and debt considerations, and long-term financial sustainability.

Question Submission Details

All inquiries should be submitted via the Bonfire portal.

UNSPSC Commodity Codes
Code	Description	Code Level
84000000	Financial and Insurance Services	Segment
84120000	Banking and investment	Family
84121700	Investment advice	Class
84121706	Financial asset management service	Commodity

Commodity Codes

• NAICS 523930Investment Advice
• NAICS 541611Administrative Management and General Management Consulting Services
• NAICS 541618Other Management Consulting Services

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