Request for Proposal (RFP) - Investment Services

Agency: Government of Alberta
State: Alberta
Type of Government: State & Local
NAICS Category:
  • 541611 - Administrative Management and General Management Consulting Services
Posted Date: Oct 5, 2025
Due Date: Nov 6, 2025
Solicitation No: AB-2025-06336
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Description

Open & Competitive Opportunity • Request for Proposal
Open
Town of Strathmore
Please download TOS Investment Services (APC # AB-2025-06336).PDF from Aberta Purchasing Connection.

INTRODUCTION
1.        The Town of Strathmore ("Town") is requesting proposals from qualified financial institutions interested in providing comprehensive investment services.
2.        The purpose of this Request for Proposals ("RFP") process is to select a qualified financial institution to enter into an Agreement with the Town for the performance of services as set out in Schedule "A" – Service Requirements.
3.        Pre-submission Qualification:
This request for proposal is open only to financial institutions with branches located in the Town of Strathmore.
RFP DOCUMENTS
4.        The following documents are attached to and form part of this RFP:
Schedule "A" – Work Requirements
Schedule "B" – Proposal Content Requirements
Schedule “C” - Evaluation Criteria
Schedule "D" – Form of Agreement
APC Reference # AB-2025-06336
Category Services
Posting Date • Time Oct 3, 2025 • 2:00 pm (MT)
Closing Date • Time Nov 6, 2025 • 2:00:00 pm (MT)
Region(s) of Delivery Alberta, Strathmore
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See Also

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* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.