Olympic Authority - Investment Advisory Services RFP 2026
Closed State & local contract opportunity Posted
- Solicitation number
- 2138792
- State
- New York
- Responses due
Opportunity facts
- Jurisdiction
- Point of contact
-
- Edward Kowalewski ekowalewski@orda.org (518) 302-5313
Updated .
About this opportunity
The Olympic Authority is requesting proposals for investment advisory services under RFP 2026, with proposals due October 14, 2026. No MWBE, SDVOB, or DBE contracting goals apply to this procurement.
The scope requires the selected firm to review the Olympic Authority's cash and investable reserves, develop and recommend an investment strategy consistent with the Authority's adopted Investment Policy and permissible investments under New York law, and provide ongoing management, monitoring, and reporting services. The advisor must operate within the Board-approved risk tolerance and liquidity requirements with the objective of maximizing investment return.
The Olympic Authority has not awarded an identical or substantially similar contract within the past five years, indicating this is a new engagement or a recompetition following a significant gap. The RFP document, attached to the solicitation, contains detailed specifications regarding pricing structure, service-level requirements, evaluation methodology, and contract terms. Interested firms should consult the complete RFP for submission requirements and evaluation criteria.
Opportunity text
The Olympic Authority is issuing the RFP to solicit qualified firms to serve as an Investment Advisor to the Authority. The selected firm will review the Olympic Authority's cash and investable reserves, recommend an investment strategy consistent with the Olympic Authority's adopted Investment Policy and permissible investments under New York law, and provide ongoing management, monitoring, and reporting designed to maximize investment return within the Olympic Authority's Board-approved risk tolerance and liquidity requirements. Business enterprises awarded an identical or substantially similar procurement contract within the past five years: None Service-Disabled Veteran-Owned Business (SDVOB) SDVOB Goal: 0.00% Minority / Women Business Enterprise contracting goals (MWBE) MBE Goal: 0.00% WBE Goal: 0.00% Disadvantaged Business Enterprise contracting goals (DBE) DBE Goal: 0.00%
Files
| File | Type | Posted |
|---|---|---|
| RFP_Investment Advisory Services.pdf |
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