STATE OF WISCONSIN EMPLOYEE TRUST FUNDS BOARD
FEDERAL TAX COUNSEL TO THE WISCONSIN RETIREMENT SYSTEM
REQUEST FOR PROPOSAL
ETI0009
To: Whom It May Concern:
The Employee Trust Funds Board is requesting proposals for federal tax counsel services for the Wisconsin Retirement System and related programs. The Department intends to use the results of this process to award a contract for the period 5/1/09 through 6/30/10. An option to extend the contract for five additional one-year periods may be included subject to the satisfactory negotiation of terms acceptable to the Department and selected firm.
The RFP for federal tax counsel is posted on the Employee Trust Funds web site at http://etfextranet.it.state.wi.us All Modifications and other information associated with this RFP will be posted on this web site. As such, interested vendors are encouraged to check this web site for updates frequently. No other notification regarding modifications will be provided.
The deadline for receipt of proposals is February 12, 2009 at 3:00 PM CST. Late submissions may not be considered. Questions may be emailed to Mary Alice McGreevy, at maryalice.mcgreevy@etf.state.wi.us
Please include the RFP number and title in any email regarding this RFP.
Process Updates |
| 10/30/2013 - Post Contract Documents |
| 08/08/2012 - Post Contract Documents |
| 06/22/2012 - Post Contract Documents |
| 05/12/2011 - Post Contract Documents |
| 02/11/2009 - Q&A Set 3 (Question and Answer #4 Updated) |
| 02/10/2009 - Q&A Set 3 |
| 02/10/2009 - Appendix A Proposer's Checklist(Rev.1) |
| 02/03/2009 - Q&A Set 2 |
| 01/30/2009 - Q&A Set 1 |
Contract |
| Ice Miller Contract Amendment 7 DOA-3049 Board |
| Ice Miller Contract Amendment 6 DOA-3049 Board |
| Ice Miller Contract Amendment 5 DOA-3049 Board |
| Ice Miller Contract Amendment 4 DOA-3049 Board |
| Ice Miller Contract Amendment 2 and 3 DOA-3049 Board |
| Ice Miller May 11 2009 List of Compliance Projects |
| Ice Miller Contract Amendment 1 DOA-3049 Board |
| Tax Counsel Recommendation Memo |
RFP |
| Federal Tax Counsel to Wisconsin Retirement System RFP |
Reference Materials | |
| ETF Web Site | http://www.etf.wi.gov |
| WI State Statutes Ch. 40 | http://www.legis.state.wi.us/statutes/Stat0040.pdf |
| Ch. ETF 70, WI Admin. Code | http://www.legis.state.wi.us/rsb/code/etf/etf070.pdf |
| WRS 2008 Program Fact Sheet | http://etf.wi.gov/publications/et8901.pdf |
| Fact Sheets | http://etf.wi.gov/about_etf.htm |
| Federal Tax Counsel 1994 Contract ETD0003 | |
| Draft: Equal Employment Opportunity and Affirmtive Action Policy Statement.doc | |