Closing soon

Investment Management, Recordkeeping, Operational and Administrative Services for the Ocean State Investment Pool (OSIP) (Request for Proposal)

Description: Provide comprehensive portfolio management, significant credit research capability, complete data management, and a full range of accounting and auditing services.

Buyer: Rhode Island Department of Health
StateAgency · RI, US
Released: Sep 15, 2026
Closes: Oct 20, 2026(9 days left)

Files

Original attachments and procurement documents tied to this bid.

1 file available

Key Contacts

Decision makers connected to this RFP from Rhode Island Department of Health.

Fernanda LopesAssociate Director of Health, Division of Data Analytics, Vital Records, and Health Systems Policy

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James DayCDC Grant Program Administrator

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Samara Viner-BrownChief

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Peter RagostaChief Administrative Officer, Boards of Pharmacy, Veterinary Medicine and Optometry

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Investment Advisor (Request For Proposal)
Investment Advisor: A. To supervise, direct and to make recommendations, as may be appropriate under Section IV herein, with respect to the investments of the Account in Accordance with the PEJIF’s investment guidelines and any instructions communicated in writing to the Investment Advisor from time to time. B. To appraise and review at reasonable intervals during the period of this Agreement the investments of the Account, as initially accepted by the Investment Advisor, together with all additions, substitutions and alterations thereto; C. To render the PEJIF at least monthly a written statement of the investments of the Account. It is understood and agreed that the Investment Advisor, in the maintenance of records for its own purposes, or in making such records or the information contained therein available to the PEJIF or any other person at the direction of the PEJIF, does not assume responsibility for the accuracy of information furnished by the PEJIF or any other person, firm, or corporation. See attached file.

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