When is the submission deadline?

Submissions are due July 30, 2026. Questions must be submitted by July 27, 2026.

It was issued by University Of Alberta. The work is located in Edmonton, Alberta, Canada.

Who is a good fit for this opportunity?

Management consulting firm with strategic planning and organizational review expertise. Experience supporting universities or other higher education institutions. Strong capabilities in facilitation, stakeholder engagement, and executive communications. Expertise in financial analysis, budget modeling, and resource planning. Ability to prepare board- or governance-level reports and presentations. Independent advisory firm with experience leading complex review and approval processes in Canada.

Strategic Facilitation and Independent Review Services (Due July 30, 2026)

Overview

Management Consulting & Admin Support

Edmonton, Alberta, CanadaPosted: July 17th, 2026Deadline: July 30th, 2026

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SUMMARY

Seeking a vendor to provide strategic facilitation and independent review services for a university strategic review initiative. Work includes planning, data analysis, financial and resource impact reporting, and governance presentation support.

KEY REQUIREMENTS

Must not have been involved in the design, development, coordination, or implementation of the University of Alberta’s Budget Model 2.0 (2023)
Must provide a Letter of Undertaking from an insurer or a Certificate of Insurance
Must provide a Clearance Letter from the Workers’ Compensation Board of Alberta
Must have expertise in academic governance, strategic facilitation, and institutional financial analysis
Must demonstrate a track record with post-secondary budget architectures and financial models
Must be able to work collaboratively in person with key institutional stakeholders in Edmonton
Must maintain professional liability insurance of at least $1,000,000
Must maintain general liability insurance of at least $5,000,000
Must maintain privacy liability and cyber risk insurance of at least $5,000,000

CONTRACT DURATION

9 months

TIMELINE

Issue Date: July 16th, 2026

Closing Date: July 30th, 2026

Tentative Notification of Award: September 14th, 2026

Project Kickoff: September 2026

Phase 1 Methodology Design: September 2026

Phase 2 Data Extraction and Analysis: October 1st, 2026 – December 31st, 2026

Phase 3 Recommendation and Report Formulation: January 1st, 2027 – February 28th, 2027

Phase 4 Governance and Refinement: March 1st, 2027 – April 30th, 2027

Final Delivery and Executive Presentation: May 1st, 2027 – June 30th, 2027

QUESTION DEADLINE

July 27th, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

University Of Alberta

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The procuring organization seeks a vendor to provide strategic facilitation and independent review services in support of a university-led strategic review process. The selected provider will work collaboratively with the internal project team to develop a comprehensive review roadmap that defines methodology, evaluation criteria, milestone timelines, and stakeholder engagement approaches aligned with the project’s overall deliverables.

The scope includes establishing clear information request guidelines for data, financial reports, and internal feedback to be gathered by the university team. The vendor will then conduct data review and deep-dive analysis, identify gaps or areas needing clarification, and issue follow-up requests for additional metrics where needed.

The engagement also requires reporting and recommendations, including financial impact projections showing how proposed changes would affect budget model allocations, faculty-level financial outcomes, and structural revenue-generation incentives. In addition, the vendor must estimate the level of effort and resource requirements needed for implementation, distinguishing between internal university resources and external consulting or vendor support.

The final deliverable must be suitable for presentation to the university’s governing authority for strategic consideration and formal approval. The vendor will also facilitate discussion, help address feedback, and support finalization of the integrated document based on leadership direction.

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Frequently asked questions

When is the submission deadline?: Submissions are due July 30, 2026. Questions must be submitted by July 27, 2026.
Who issued this RFP?: It was issued by University Of Alberta. The work is located in Edmonton, Alberta, Canada.
Who is a good fit for this opportunity?: Management consulting firm with strategic planning and organizational review expertise
Experience supporting universities or other higher education institutions
Strong capabilities in facilitation, stakeholder engagement, and executive communications
Expertise in financial analysis, budget modeling, and resource planning
Ability to prepare board- or governance-level reports and presentations
Independent advisory firm with experience leading complex review and approval processes in Canada

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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