REQUEST FOR Proposals
FOR THE STATE OF WISCONSIN
Department of Employee Trust Funds (ETF)
Financial Statements Audits for the Wisconsin Deferred Compensation Program
ETI0035

The purpose of Request for Proposals (RFP) ETI0035 is to provide interested and qualified vendors with information to enable them to prepare and submit competitive proposals to perform financial statements audits for the Wisconsin Deferred Compensation (WDC) Program.

The Wisconsin Department of Employee Trust Funds (Department) administers the Wisconsin Retirement System (WRS), the group health insurance program for state employees and many local governments, and a variety of other public employee benefit programs. The WRS is the 8th largest pension system in the nation, providing retirement benefits for more than 630,000 current and former state and local government employees on behalf of approximately 1,500 employers. Detailed information about the program listed above is included in the RFP.  

The Department intends to use the results of the RFP solicitation to award a contract for financial statements audits for the WDC Program. The RFP documents and the awarded proposal will be incorporated into the contract. The contract will be administered and managed by the Department, with oversight by the State of Wisconsin Deferred Compensation Board (Board). The contract term will commence on July 1, 2019 and extend through June 30, 2022 with an option for renewals of two (2) additional two (2) year periods. Contractor’s performance may be reviewed by the Board and/or Department staff to inform continuation of the contract.

The RFP documents are available at https://etfonline.wi.gov/etf/internet/RFP/rfp.html. The RFP details the procedures proposers must follow to submit a proposal for the financial statements audits for the WDC Program, and the minimum requirements that proposers must meet to be eligible for consideration.

The deadline for receipt of questions regarding this solicitation is Wednesday, February 27, 2019. Questions may be submitted as indicated in the RFP via email to ETFSMBProcurement@etf.wi.gov.

The deadline for receipt of proposals for this solicitation is Wednesday, March 13, 2019 by 2:00 p.m. CST. Late submissions will not be considered.

This solicitation is authorized under Chapter 40 of the Wisconsin State Statutes. All decisions and actions regarding this solicitation have been delegated by the Board to the Employee Trust Funds Secretary. Procurement statutes and rules that govern other State of Wisconsin agencies may not be applicable.

Any news releases or release of broadcast e-mails pertaining to this solicitation, any resulting contracts, or the acceptance, rejection, or evaluation, or review of vendor proposals shall not be made without the prior written approval of the Department.

NOTE: All modifications and other information associated with the RFP will be posted on ETF’s extranet: https://etfonline.wi.gov/etf/internet/RFP/rfp.html. Interested vendors are encouraged to check this site for updates frequently. No other notification regarding modifications will be provided.

Request for Proposals

• ETI0035 Amendment #1 7/1/2022-6/30/2024
• RFP ETI0035 Contract
• RFP ETI0035 Notice of Intent to Award and Bid Abstract
• RFP ETI0035 Addendum 1 - Questions and Answers
• RFP ETI0035 (including all appendices)
• FORM A – Proposal Checklist
• FORM B – Mandatory Proposer Qualifications
• FORM C – Subcontractor Information
• FORM D – Request for Proposal Signature Page
• FORM E – Vendor Information
• FORM F – Vendor References
• FORM G – Designation of Confidential and Proprietary Information
• FORM H – Cost Proposal Workbook