To: Whom It May Concern:
The Employee Trust Funds Board is requesting proposals for consulting actuarial services.
Qualified vendors are encouraged to submit competitive proposals on each of the above. One or more vendors may be awarded a contract. Vendors may submit proposals for one, two, or all of the RFPs referenced above. However, for each RFP that a vendor chooses to bid on, the response must be complete and separate from other RFP responses. After considering the proposals and prior to awarding a contract, the Board reserves the right to negotiate with any or all vendors a discounted final cost based on the vendor(s) being awarded more than one contract.
Each of the three RFPs for consulting actuary services is posted on the Employee Trust Funds web site at http://etfextranet.it.state.wi.us All modifications and other information associated with these RFPs 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 for all three RFPs is February
17, 2014 at 2:00 PM CST. Late submissions may not be considered. Questions
may be submitted as indicated in the RFP via email to ETFProcurement@etf.wi.gov
The RFP number and title must be referenced in your email.
|4/18/14||Evaluation and Cost Scoring - Three Proposals|
|4/16/14||Intent to Contract with Milliman Inc|
|2/12/14||Extending Due Date to February 18, 2014, 2:00 p.m. CST|
|1/28/14||Vendor Questions and ETF Answers|
|1/6/14||Issue Request for Proposal|
Milliman, Inc. Contract Amendment 11 January 1, 2020 through December 31, 2020.
Milliman, Inc. Contract Amendment 10 January 1, 2019 through December 31, 2019.
Milliman, Inc. Contract Amendment 9 January 1, 2019 through December 31, 2019.
Milliman, Inc. Contract Amendment 8 January 1, 2019 through December 31, 2019.
Milliman, Inc. Contract Amendment 7 January 1, 2018 through December 31, 2018.
|7/17/2018||Milliman, Inc. Contract Amendment 6 January 1, 2018 through December 31, 2018.|
|2/17/2017||Milliman, Inc. Contract Amendment 5 January 1, 2018 through December 31, 2018.|
|2/17/2017||Milliman, Inc. Contract Amendment 4 January 1, 2017 through December 31, 2017.|
|10/6/2016||Milliman, Inc. Contract Amendment 3 January 1, 2016 through December 31, 2016.|
|2/8/2016||Milliman, Inc. Contract Amendment 2 January 1, 2016 through December 31, 2016.|
|4/4/2015||Milliman, Inc. Contract Amendment 1 October 1, 2014 through December 31, 2015.|
|7/31/2014||Milliman, Inc. Contract October 1, 2014 through December 31, 2015.|
RFP Main Document
|3-Year Experience Study||http://etf.wi.gov/boards/agenda-items-2012/etf122012/joint/item3b2.pdf|
|Active Lives & Gain Loss||http://etf.wi.gov/boards/agenda-items-2013/etf0620/joint/item3a.pdf|
|Accumulated Sick Leave Conversion Credits||http://etf.wi.gov/boards/agenda-items-2013/etf0620/etf/item4b.pdf|
|WRS Fact Sheet||http://etf.wi.gov/publications/et8901.pdf|
|Your Benefit Handbook||http://etf.wi.gov/publications/et2119.pdf|
ASLCC Fact Sheet
|Wisconsin Statute Chapter 40||http://docs.legis.wisconsin.gov/statutes/statutes/40|
|ETF Administratin Code||http://docs.legis.wisconsin.gov/code/toc/etf|
|State of Wisconsin Investment Board Website||http://www.swib.state.wi.us/|
|Employee Trust Funds Website||etf.wi.gov|