Department of Employee Trust Funds
Electronic Printing and Mail Services

To: Whom It May Concern:

The purpose of this RFB is to provide information to interested parties to enable them to prepare and submit a bid for services for performing Electronic Print and Mail Services.

The State of Wisconsin’s Department of Employee Trust Funds (ETF) requests bids for electronic print-to-mail services at one location for the Wisconsin Retirement System. Approximately 370,000 Statements of Benefits (SOB) are printed, folded, and multiple forms are inserted (variable by SOB) and mailed each year in April. Changes will occur each year with the SOB production processes, and programming must be completed to accommodate these changes. Testing of the SOB design and printing production processing will be required prior to the production of the annual statements. Also, on an ad-hoc daily basis, duplicate statements must be produced.

In addition, miscellaneous print-to-mail services such as ETF Retirement Board’s election ballots may be contracted for at the rates quoted on Attachment 1 Cost Work Sheet. When needed, the contract for Retirement Board’s election ballot print-to-mail services typically runs from early January through the end of March each year

The work must be performed at a location that is within 150 miles of the ETF headquarters location at 801 West Badger Road, Madison, WI 53713. Bidders must provide the location where the work will be performed on Attachment 1 – Cost Worksheet.

Please note that this is a bid and not a proposal. This means that the work to be performed by the vendor is described in detail in this bid document. The object is for bidders to provide adequate documentation in a succinct format that demonstrates ability and experience to provide the services and abide by the terms of this bid.

The RFB is posted on the Employee Trust Funds Web site at All modifications and other information associated with the RFB 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 bids for the RFB is November 10, 2011CST. Late submissions will not be considered. Questions may be emailed to

RFB number and title should be referenced in your email.

Revision History

1/30/2013 Post contract with The Statement Company Inc.
12/22/2011 Contract signed with The Statement Company Inc.
12/05/2011Issue intent to contract with OSG Statement Services
12/05/2011 Award Summary
10/12/2011Issue RFB


1/1/2016 The Statement Company Inc. (dba OSG Statement Services) Contract 01/01/2016 through 12/31/2016
1/1/2015 The Statement Company Inc. (dba OSG Statement Services) Contract 01/01/2015 through 12/31/2015 with option of one one-year renewals
1/1/2014 The Statement Company Inc. (dba OSG Statement Services) Contract 01/01/2014 through 12/31/2014 with option of two one-year renewals
1/1/2013 The Statement Company Inc. (dba OSG Statement Services) Contract 01/01/2013 through 12/31/2013 with option of three one-year renewals
12/22/2011 The Statement Company Inc. (dba OSG Statement Services) Contract 01/01/2012 through 12/31/2012 with option of four one-year renewals
12/22/2011 The Statement Company Inc. Amendment 1 Discussion Items
12/22/2011 The Statement Company Inc. Business Associate Agreement
11/10/2011 The Statement Company Inc. Cost Sheet

RFB and Associated Documents

RFB Main Document
Attachment 1: Cost Worksheet
Attachment 2: ETF Logo
Attachment 3: File Layout COBOL
Attachment 4: Statement Template Sample
Attachment 5: Completed Statement Sample
Attachment 6: Draft Statement Packaging Instructions
Attachment 7: Envelope Samples

Reference Materials

DocumentWeb Address
Employee Trust Funds Internet Site
Abstract of previous Bid ETH0004 Abstract Electronic Printing And Mail Services.doc
Sample Business Associate Agreement Sample BAA Wipfli2011 ICI LTDI.doc