To: Whom It May Concern:

The Employee Trust Funds Board is requesting proposals for consulting actuarial services. Three separate procurements are being implemented. The three procurements (Request for Proposals or RFP) are as follows:

RFP # RFP Title
ETG0011 Employee Trust Funds Board Consulting Actuary for the Wisconsin Retirement System (WRS)
ETG0012 Employee Trust Funds Board Consulting Actuary for Health Insurance Programs
ETG0013 Employee Trust Funds Board Consulting Actuary for Group Insurance Programs

Qualified vendors are encourage 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 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 May 11, 2007 at 3:00 PM CDT. Late submissions may not be considered. Questions may be emailed to Robert Willett, Controller and Chief Financial Officer at The RFP number and title should be referenced in your email.

Process Updates
  06/17/13   Contract Amendments Posted
  06/22/12   Contracts Posted
  08/26/10   Contract Posted
  01/04/08   Contract & First Amendment Posted
  08/16/07   Summary of Actuarial Services Proposals - Total Weighted Point Scores xls
  05/07/07   ETG0012 Vendor Questions and Answers, Set 1
  05/07/07   See online reference material Appendix 6: Wisconsin ETF Three-Tier Rate Development  

ETG0012 Deloitte Contract for 2013 GASB 45 OPEB Information
ETG0012 Deloitte Contract Amendment 5 Authorize RFI ETC0022 for Administrative Services for the State of Wisconsin Employees and Participating Local Government Employees Health Insurance
ETG0012 Deloitte Contract Amendment 4 Actuarial Cost Containment Analysis 10/25/2012
ETG0012 Contract Deloitte 10/01/2012 thru 09/30/2014
ETG0012 Contract Deloitte 2011 Wisconsin Act 32
ETG0012 Contract Deloitte DOA 2011 OPEB GASB 45 Retiree Health Program Actuarial Valuation
ETG0012 Contract Deloitte Early Retiree Reinsurance Program (ERRP)
ETG0012 Contract Deloitte DOA 2009 OPEB GASB 45 Retiree Health Program Actuarial Valuation
ETG0012 Contract Deloitte 10/01/2010 thru 09/30/2012.pdf
ETG0012 Contract Deloitte 10/01/2007 thru 09/30/2010.pdf
ETG0012 Deloitte Business Associate Addendum.doc
ETG0012 Contract Deloitte, First Amendment to Proposal 08/13/2007, Limitation on Contractor Liability.doc

ETG0012 RFP Health Insurance Programs

Reference Materials  
Appendix 1: Claims Triangle  
Appendix 2: Paid Claims Summary  
Appendix 3: Pharmacy Claims Extract Layout  
Appendix 4: Terms and Conditions for Comprehensive Medical Plan Participation in the State of Wisconsin Group Health Benefit Program and Uniform Benefits for the 2007 Benefit Year  
   Appendix 4.1: Objectives and General Requirements  
   Appendix 4.2: Addendums  
   Appendix 4.3: State Employers Insurance Contract  
   Appendix 4.4: Local Employers Insurance Contract  
   Appendix 4.5: Uniform Benefits  
Appendix 5: Medicare Part D Actuarial Attestation  
Appendix 6: Wisconsin ETF Three-Tier Rate Development  

Three-Year Experience Study

Annual Gain/Loss Analysis

Annual Actuarial Valuation of Active Lives

Annual Actuarial Valuation of Retired Lives

Annual Actuarial Valuation of Accumulated Sick Leave Conversion Credit Programs

Annual Actuarial Review of 40.65 Duty Disability Program

Your Benefit Handbook, ET-2119

Wisconsin Retirement System Fact Sheet, ET-8901

Accumulated Sick Leave Conversion Credit Program and Supplemental Sick Leave Conversion Credit Program Fact Sheet, ET-8929

2004 Comprehensive Annual Financial Report

Chapter 40, Wisconsin Statutes

ETF 10, Wisconsin Administrative Code, Administration

ETF 20, Wisconsin Administrative Code, Wisconsin Retirement System

ETF 50, Wisconsin Administrative Code, Disability Benefits

State of Wisconsin Investment Board Website