Rhode Island Office of the General Treasurer Investment Management Services RFP - OSIP
Rhode Island Office of the General Treasurer | State of Rhode IslandState · Providence, RI- Due
- Oct 20, 2026
- Deadline passed
- Posted
- Sep 15, 2026
- Contract term
- 3 years
- Primary contact
- Evan LaBarge
- (401) 222-2397
The 30-second brief
The State of Rhode Island Office of the General Treasurer, in conjunction with the State Investment Commission, issues a Request for Proposals for comprehensive portfolio management, credit research, data management, accounting, and auditing services for the Ocean State Investment Pool (OSIP). The initial contract term is three years, with potential extensions for an additional two years. Proposals are due by October 20, 2026, at 4:00 PM EST, submitted via email to [email protected]. The procurement covers investment management, recordkeeping, participant transaction and administrative services, audit and custody coordination, and participant services.
Investment Management (25 points), Administration and Operations (25 points), Organization and Experience (20 points), Participant Services, Marketing, and Distribution (15 points), Fees (15 points)
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Summary
The State of Rhode Island Office of the General Treasurer, in conjunction with the State Investment Commission, issues a Request for Proposals for comprehensive portfolio management, credit research, data management, accounting, and auditing services for the Ocean State Investment Pool (OSIP).
The initial contract term is three years, with potential extensions for an additional two years. Proposals are due by October 20, 2026, at 4:00 PM EST, submitted via email to [email protected]. The procurement covers investment management, recordkeeping, participant transaction and administrative services, audit and custody coordination, and participant services.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
8- Annual report and financial statements
- Client references
- SEC 10K report
- Written conflict of interest certification
- Certification of indemnification
- Certification of solvency
- Certification of good standing
- Certification of proper licenses and registrations
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- Warwick, Rhode Island
- Reported agency
- State of Rhode Island
Questions about this RFP
How do I respond to this RFP from Rhode Island Office of the General Treasurer | State of Rhode Island?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 20, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Evan LaBarge.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Rhode Island Office of the General Treasurer | State of Rhode Island in RI, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Evan LaBarge at (401) 222-2397. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Investment Management (25 points), Administration and Operations (25 points), Organization and Experience (20 points), Participant Services, Marketing, and Distribution (15 points), Fees (15 points)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Rhode Island Office of the General Treasurer | State of Rhode Island?
All active and historical solicitations from Rhode Island Office of the General Treasurer | State of Rhode Island are tracked and searchable. As a state agency, Rhode Island Office of the General Treasurer | State of Rhode Island regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 3 years. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Annual report and financial statements, client references, SEC 10K report, written conflict of interest certification, certification of indemnification, certification of solvency, certification of goo. Review the full document from Rhode Island Office of the General Treasurer | State of Rhode Island for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Warwick, Rhode Island. Review the full solicitation for detailed scope requirements.