Alberta Purchasing #AB-2026-04876

Clear Hills County Investment Management Services Solicitation

Clear Hills County in Alberta is seeking quotes from vendors for investment management services to handle approximately $55 million in cash, GICs, and other financial instruments. - Government Buyer: - Clear Hills County, Alberta - Corporate Services Manager is the point of contact - Products/Services Requested: - Investment management services for cash, Guaranteed Investment Certificates (GICs), and other financial instruments - Vendors must submit a list of available investments, including rate of return - Required information: company profile, team profile, references, reporting capabilities, and fee structure - Unique/Notable Requirements: - Investments must comply with the Municipal Government Act and Clear Hills County's investment policy - Reporting and transparency are emphasized - Submissions must be made in hard copy - OEMs and Vendors: - No specific OEMs or vendors are named in the notice - Estimated Contract Value: - Approximately $55 million in managed assets - Opportunity Category: - Financial and insurance services, banking and investment

Description

Clear Hills County is seeking quotes for investment opportunities in accordance with the Municipal Government Act and their Investment policy. The county currently holds approximately $55 million in investments including cash, GICs, and other instruments maturing between October 2026 and June 2037, with additional funds expected after July 17, 2026. Interested parties must submit a list of available investments meeting specific criteria, including rate of return, along with company information, team profile, references, reporting capabilities, and fees. Submissions are due by July 31, 2026, and must be sent as a hard copy to the Corporate Services Manager at the specified address.

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