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DEVELOPING OPPORTUNITIES

Partner with Us

EXPRESSION OF INTEREST and PROPOSAL

FINANCIAL SERVICES

NOVEMBER 8, 2021

EXPRESSION OF INTEREST IS NOW CLOSED

ORGANIZATIONAL OVERVIEW

University of Alberta Properties Trust (UAPT) was formed by the University of Alberta (UA) to develop or re-develop lands deemed by UA as not central to its academic mission of teaching and research. UAPT is an arm’s length, independent incorporated trust with the UA as its’ sole shareholder.   

Governed by a Board of Directors and managed by a staff, UAPT works with various stakeholders such as the City of Edmonton, neighborhoods impacted from the land development, Land and Urban Planners, Engineers and Architects, as well as the UA to develop the lands entrusted to it, with the profits from such activities being returned to UA to further its core mission.

business team gathered

THE OPPORTUNITY

EXPRESSION OF INTEREST IS NOW CLOSED

UAPT is anticipating the requirement to finance business operations and capital infrastructure and building construction. Accordingly, UAPT is inviting interested organizations and firms to submit an expression of interest and proposal addressing the opportunity with UAPT as outlined below:

  • Identification of appropriate sources of financial funding for:
    • Construction of various sole and partnered opportunities in commercial/retail, operating residential asset classes.
    • Servicing infrastructure within UAPT’s current land development project – Michener Park.
    • Operating funds for UAPT
  • Detailed financial analysis of various real estate development opportunities including partnered and non-partnered opportunities.
  • Other financial ‘C’ suite advisor services relevant within the real estate development industry.

MANDATORY REQUIREMENTS

Each expression of interest should include at a minimum:

  • Brief history of the firm/organization.
  • Identification of the main contacts or key personnel within the proponents firm along with an organization chart and curriculum vitae of the identified individuals. Please ensure role clarity is provided.
  • Approach to the opportunity or methodology to be used to identify and secure funding sources as well as provide other services identified.
  • History of successful engagements similar to the UAPT opportunity and a list of 3 references related to those identified historical engagements.
  • Outline of fee structure as it relates to this opportunity.

TIMELINE

  • Proponents are asked to submit proposals electronically to partnerwithus@uapt.ca
  • Maximum 10 pages, double sided.
  • Submissions deadline has been extended and will be accepted until close of business, 4PM MST, December 1, 2021 – CLOSED

PROCESS

Each submission will be evaluated as follows: 

STAGE 1

Each proponent submission will be reviewed to ensure it contains all the mandatory requirements.  Should a submission be missing mandatory components, it will be rejected without further consideration at the UAPT sole discretion. 

STAGE 2
  • 10 points – Qualifications
  • 20 points – Key or main contacts/personnel
  • 40 points – Methodology
  • 10 points – References
  • 20 points – Fee Structure

The UAPT intends on identifying one proponent using the above selection process to enter into discussions and negotiations.  Should UAPT not be successful in reaching a mutually satisfactory arrangement, the UAPT retains the right to engage and enter into discussions with the next highest-ranking proponent.