REQUEST FOR BID
FOR THE STATE OF WISCONSIN
Department of Employee Trust Funds (ETF)
Financial Statements Audits for the Wisconsin Deferred Compensation Program
This RFB provides interested and qualified certified public accounting firms with information to enable them to prepare and submit competitive bids for financial statement audits of the Wisconsin Deferred Compensation Program (WDC), which will result in an opinion as to whether the financial statements are presented in accordance with auditing standards generally accepted in the United States of America. The Deferred Compensation Board (Board) and the Department of Employee Trust Funds (Department or ETF) intend to use the results of this process to award a contract to provide financial statement audits of the WDC beginning July 1, 2015 and ending July 1, 2019. An option to extend the contract for two additional two-year periods may be included, subject to the satisfactory negotiation of terms (including prices acceptable to both the Board and the selected firm).
The financial statement audits are to be performed in accordance with auditing standards generally accepted in the United States of America. The last financial statement audit of the WDC was for the calendar year ending December 31, 2013. The current vendor will complete calendar year 2014’s audit. This RFB’s awarded vendor will complete the first audit under this procurement on calendar year 2015. For more information on the WDC, please refer to the WDC and ETF websites: www.wdc457.org and etf.wi.gov.
The deadline for receipt of bids is September 15, 2014 at 2:00 p.m. CDT. Late submissions may not be considered. Questions may be submitted as indicated in the RFB via email to ETFProcurement@etf.wi.gov by August 25, 2014. “ETE0011” must be referenced in your email’s subject line.
|7/01/15||Contract - Coleman & Williams, LTD|
|3/27/15||Letter of intent to award|
|8/27/14||Posted Vendor Questions and Answers. Added two files requested during the Question and Answer period to Reference Materials.|
Vendor Questions and Answers
Letter of Intent to Award
|Employee Trust Funds Internet Site||http://etf.wi.gov|
WI State Statutes Ch. 40, Subch. VII
Ch. ETF 70, WI Admin. Code
WDC 2013 Program Fact Sheet
WDC Web site