REQUEST FOR PROPOSAL
FOR THE STATE OF WISCONSIN
Department of Employee Trust Funds
Data Integrity Consulting Services
ETC0007


To Whom It May Concern:

This Request for Proposal (RFP) is issued by the Department of Employee Trust Funds (ETF) for the purpose of soliciting proposals for Data Integrity Consulting Services.

The Wisconsin Retirement System (WRS) is the ninth largest public retirement and benefits system in the United States. As of February 2012, the WRS had approximately 260,700 active members, 144,200 inactive members, 166,400 active annuitants and about 1,500 employers. The transition rate to annuitant status is anticipated to continue at the record pace that was set in 2010 and 2011. For more information, please refer to ETF’s website at: http://etf.wi.gov.

ETF seeks to identify a vendor who will develop and execute a data profiling plan, which will uncover missing, duplicate, corrupted and inaccurate data. Data errors will be quantified and prioritized, and a plan created to cleanse the known errors. The vendor may then be retained to execute the cleansing/repair plan.

The contract is proposed to be effective December 3, 2012 and will run through December 31, 2017 with an option, by mutual agreement of ETF and the selected vendor, to renew for two additional two-year periods.

Proposals are due October 19, 2012. Amendments, questions and answers will be posted on http://etfextranet.it.state.wi.us and will not be mailed.

Contact Mark Blank via e-mail at ETFProcurement@etf.wi.gov with questions regarding this RFP. The RFP number must be referenced in the subject line of the e-mail.

Revision History

1/30/2013 Post Contract with ICON
11/14/2012 Post Intent to Contract with ICON Integration and Design Inc.
11/14/2012 Post ETC0007 Scoring Sheet
11/14/2012 Post ETC0007 Price Proposals
10/9/2012 Questions and Answers Set 1
9/19/2012 Issue Request for Proposal

Contract

3/7/2019 ICON Contract Amendment 4 through December 31, 2019
3/15/2017 ICON Contract Amendment 3 through December 31, 2019 and the final renewal period of one(1) two(2) year period extending the contract through December 31, 2021.
7/23/2014 ICON Contract Amendment 2 through May 31,2018 or not to exceed limit of $1,800,000, whichever comes first. If the contract period runs until May 31, 2018,there will be an option of two renewals for the following periods: one (1) additional nineteen (19) month period through December 31,2019 and the final renewal period of one(1) two(2) year period extending the contract through December 31, 2021.
1/14/2013 ICON Contract Amendment 1 through December 31, 2017 with two, two-year renewals possible
1/14/2013 ICON Business Associate Agreement
1/14/2013 Exhibit 1 Invoicing Schedule

Request for Proposal

RFP Main Document

Reference Materials

Document Web Address
Employee Trust Funds Internet Site http://etf.wi.gov
Risk Remediation Roadmap for Online Self Service http://etfextranet.it.state.wi.us/etf/internet/RFP/tim/risk-remediation-etj0038.pdf
State of Wisconsin Pocket Travel Guide http://etfextranet.it.state.wi.us/etf/internet/RFP/tim/travel-guide-wi2012.pdf