Procurement Summary
Country : Canada
Summary : Outsourced Investment Management Services ()
Deadline : 15 Apr 2024
Other Information
Notice Type : Tender
TOT Ref.No.: 98584781
Document Ref. No. : 24RFP-CS011
Competition : ICB
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
Purchaser : ALBERTA ENERGY REGULATOR
Snider, Laurie
Supply Chain Specialist
Suite 1000, 250 - 5 Street SW
Calgary, Alberta T2P 0R4
Tel: 403-910-7816
Email: procurement@aer.ca
Region of Delivery : Alberta
Canada
Email :procurement@aer.ca
Tender Details
The AER is publishing three RFPs for this work. There is an RFP for actuarial consulting services, and RFP for pension administration services, and this RFP which has an expanded scope that includes outsourced investment management services to maximize governance, investment decision-making, and cost efficiency. The AER is inviting proposals from Respondents with specialized expertise, experience, and objectivity to provide outsourced investment management services for the Registered SEPP, Non-Registered SEPP, and SRP within agreed upon parameters set out by the Management Pension Committee (MPC). The MPC has been delegated responsibilities related to pension monitoring and administration, regulatory compliance, funding determinations pursuant to established funding policies, investment allocations, and the development of investment policies. This includes monitoring the investment performance of the Pension Fund and Retirement Compensation Arrangements (RCAs).
Solicitation Number : 24RFP-CS011
Solicitation Type : Request For Proposal
Closing Date : 04/15/2024 02:00:59 PM Alberta Time
Agreement Type : NWPTA/TILMA & CFTA
Commodity Codes : L099J: Financial Advisory/Investment Banking Services
L099B: Financial Management
L099A: Financial and Related Services, N.E.S.
R019R: Professional Services / Financial Analysis
L004A: Actuarial Services
Category : Services
Response Submission :
By email only to:
Documents
Tender Notice