STATE OF WISCONSIN EMPLOYEE TRUST FUNDS BOARD
CONSULTING ACTUARY FOR THE WISCONSIN RETIREMENT SYSTEM
REQUEST FOR PROPOSAL
ETG0011


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 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 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 bob.willett@etf.state.wi.us The RFP number and title should be referenced in your email.


Process Updates
  09/30/13  MagVal Plus Pension Liability Modeling Software Agreement Posted
  01/30/13  Statement of Work Posted
  06/14/12  Contract Posted
  09/22/11   Contract Posted
  08/26/10   Contract Posted
  08/29/08   Contract Posted
  01/04/08   Contract Posted
  08/16/07   Summary of Actuarial Services Proposals - Total Weighted Point Scores xls
  05/07/07   ETG0011 Vendor Questions and Answers, Set 1  

Contract
ETG0011 Contract MagVal Plus Pension Liability Modeling Software Agreement And Purchase Order
ETG0011 Contract GRS GASB Statement No. 68 Actuarial Study - Pro Forma Accounting Statements, October 12, 2012
ETG0011 Contract GRS WRS 2011 Alternative Actuarial Valuation Statement of Work
ETG0011 Contract GRS WRS 2011 Act 32 Actuarial Analysis Section 91.15
ETG0011 Contract GRS 10/01/2012 through 09/30/2014
ETG0011 Contract GRS 10/01/2010 through 09/30/2012
ETG0011 Contract GRS OGS Other Government Services
ETGG11 OGS Methodology Request 7 30 08
ETGG11 OGS GRS Owen 2008-08-11 fee letter
ETGG11 OGS GRS ETIC18
ETG0011 Contract GRS 10/01/2007 thru 09/30/2010
ETG0011 GRS Business Associate Addendum

RFP
Consulting Actuary to Wisconsin Retirement System RFP

Reference Materials

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