Department of Employee Trust Funds
Contract Program Staff

To Whom It May Concern:

This Request for Proposal (RFP) is issued by the Department of Employee Trust Funds (ETF) for the purpose of soliciting proposals for multiple postions including but not limited to Coordinators, Liaisons, Program Specialists and Assistants.

ETF administers retirement and other benefit programs for state and local government employees and retirees. Responsibilities include policy development and implementation of:

  • health;
  • life;
  • disability;
  • long-term care insurance;
  • accumulated sick leave conversion credit;
  • employee reimbursement account; and
  • commuter benefit programs.

ETF is responsible for:

  • developing and implementing retirement policies and services for the members of the retirement system;
  • calculating and paying retirement and related benefits;
  • developing and implementing the necessary policies, training and support for employers participating in the benefit programs;
  • collecting and reconciling data on all active members of the retirement system;
  • providing annual statements to those who are not receiving benefit;
  • interpreting related state and federal legislation; and
  • overseeing the Wisconsin Deferred Compensation Program.

The contract is proposed to be effective July 1, 2012 and will run through June 30, 2013 with an option, by mutual agreement of ETF and the selected vendor, to renew for four additional one-year periods.

Proposals are due May 9, 2012. Amendments, questions, and answers will be posted on and will not be mailed. The previous bid ETI0024 is available at the same site.

Contact Mark Blank via email  with any questions regarding this RFP. The RFP number must be referenced in the subject line of the email.

Revision History

8/8/2012 Post Contract with DI & Associates
5/30/2012 Issue Intent to Contract with DI & Associates
5/30/2012 Award Summary
5/2/2012 Questions-None to date
4/19/2012 Issue RFP

Request for Proposal

RFP Main Document


7/6/2016 DI & Associates Contract Amendment 6
7/1/2015 DI & Associates Contract Amendment 5
7/1/2014 DI & Associates Contract Amendment 4
7/1/2013 DI & Associates Amendment 3
7/1/2012 DI & Associates Amendment 1
7/1/2012 DI & Associates (dba Spherion) Contract 7/1/2012 through 6/30/2013 with option of four, one-year extensions
7/1/2012 DI and Associates Business Associate Agreement
7/1/2012 DI and Associates Notice of Privacy Practices
5/7/2012 DI and Associates Cost Proposal

Reference Materials

Document Web Address
Employee Trust Funds Internet Site
Abstract of Previous Bid ETI0024
Sample Business Associate Agreement