Basic Information

Reference Number

0000276502

Issuing Organization

Plannera Pensions & Benefits

Solicitation Type

RFP - Request for Proposal (Formal)

Solicitation Number

2024-010

Title

Investment Fund Accounting Solution

Source ID

PU.OTH.Sask..1182889.C2470201

Details

Location

Canada, Saskatchewan

Purchase Type

Duration: 5 years
Option: 3 years

Description

This Request for Proposals (RFP) is an invitation by Plannera Pensions & Benefits (Plannera) to prospective Proponents to submit proposals for the provision of an Investment Fund Accounting Solution to enable Daily Net Asset Valuations.

The project is intended to provision an Investment Accounting Solution (IAS) to enable Daily Net Asset Valuations (NAVs) of multiple funds. The IAS will also be used as a source of data/reporting for other Investment Operations and Analytics purposes.

Dates

Publication

2024/08/19 03:16:34 PM CST

Bid Intent

Optional

Bid Intent Deadline

2024/10/01 02:00:00 PM CST

Question Acceptance DeadlineA - Previous Amendment

2024/09/16 05:00:00 PM CST

Questions are submitted online

Yes

Closing Date

2024/10/04 05:00:00 PM CST

Contact Information

Michelle Krenbrink

13067872992

michelle.krenbrink@plannera.ca

A - Previous Amendment

Bid Submission Process

Bid Submission Type

Electronic Bid Submission

Envelope 1 - Identity & Proposal

Pricing

No pricing in this envelope

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Proposal	Documents defining the bid proposal	Yes	No
Submission Form	Appendix C - Proponent contact information and acknowledgement	Yes	No
No entries

Envelope 2 - Pricing

Pricing

In attached document

Bid Documents List

Item Name	Description	Mandatory	Limited to 1 file
Pricing Form	Appendix B	Yes	No
No entries

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