(RFP) TransLink Group RRSP Program
   

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(RFP) TransLink Group RRSP Program
TransLink
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Active Buyer
Posted On:  13 Dec 2018
Open for bidding on:  13 Dec 2018
Response Deadline:  11 Jan 2019 11:59 PM PST
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Opportunity Amount: $700.00 to $1,000,000.00 CAD
Response Deadline: 11 Jan 2019 11:59 PM PST
(Closed for response)
Posting ID: 5460826(Doc1333769372)
Posting Type: Request for Information
Public Posting: https://discovery.ariba.com/rfx/5460826
Product and Service Categories 
  • Business Continuity Planning and Consulting Services
  • Economic or financial evaluation of projects
Ship-to or Service Locations
Posting Summary
Through this Request for Proposal (“RFP”), TransLink is seeking to retain one or more investment management firm(s)  and/or financial institution (bank) (s) (“Contractor”) who are suitably qualified to provide holistic services for TransLink’s Group Registered Retirement Savings Plan (“Group RRSP Plan”) – employee contribution only, as further detailed in the Scope Document attached in the RFP event section 4.  

Important Note:
 
1. MANDATORY REQUIREMENTS:
The selected investment firm and/or bank  team must meet ALL the following criteria to respond to this RFP Event:  
a) Be an investment advisor registered under Canadian securities legislation as an Advisor, Investment Fund Manager and/or Exempt Market Dealer.  
b) The Firm been in business for a minimum of ten (10) years; if the firm has not been in business for at least ten (10) years, the senior principals of the firm must have at least ten (10) years’ experience with institutional clients at an investment consulting or investment management firm.c)
Have provided similar investment management services to other organizations;
d) Employ a professional team or department dedicated to investment manager research and analysis;  
e) Assign individuals to TransLink with a minimum of two (2) years professional experience in the investment consulting and investment management fields; and
d) Disclose all conflicts of interest, all sources of revenue and all affiliations especially, but not limited to, investment managers contracted by the firm
 

Action Required: If you are interested in participating in this event and to view the complete details, please click "Respond to posting" tab on this page – and you should be directed to the RFP event. After reading the full details of the RFP scope and questionnaire, you may further click on "intend to participate" and proceed to completing the RFP submission OR click on "decline" and not take any further action.

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