STATE OF WISCONSIN DEFERRED COMPENSATION BOARD
ADMINISTRATIVE SERVICES CONTRACT
REQUEST FOR PROPOSAL
The State of Wisconsin Deferred Compensation Board is requesting proposals for administration of the Wisconsin Deferred Compensation (WDC) Program for State of Wisconsin and local Wisconsin government employees.
The WDC is an unbundled supplemental retirement savings program authorized under Section 457 of the Internal Revenue Code. It was created by Wisconsin Laws of 1981 Chapter 187 and established in 1982 for state employees. It has been available to local employers since 1985. The WDC is administered through the Department of Employee Trust Funds and governed by Chapter 40 of the Wisconsin Statutes. The Administrator must adhere to the requirements of the State Statutes.
The proposed initial contract period is intended to be three to five years beginning January 1, 2006. The Deferred Compensation Board retains the option of renewing the contract on a year-to-year basis.
Each proposing company must demonstrate, to the satisfaction of the Deferred Compensation Board, that it is capable of assuming responsibility for the WDC Program.
The deadline for submitting a proposal in response to this request is 3:00 p.m., March 1, 2005. Download and print "WDC RFP" for a complete copy of the RFP. Copies of individual sections and the appendices are also linked here for your convenience. Contact Shelly Schueller via email at firstname.lastname@example.org with any questions regarding this RFP.
|Section A - Bidding Procedures and Requirements|
|Section B - Proposer Qualifications|
|Section C - Administrative Requirements|
|Section D - Cost Proposal|
|(Cost Proposal Spreadsheet)|
|Section E - WDC Program Background Information|
|Appendix A - Proposer's Checklist|
|Appendix B - Mandatory Requirements|
|Appendix C - Designation of Confidential and Proprietary Information (DOA-3027)|
|Appendix D - Standard Terms and Conditions (DOA-3054) and Supplemental Standard Terms and Conditions (DOA-3681)|
|Appendix E - Lobbying Form (OMB 0348-0046)|
|Appendix F - Vendor Information (DOA-3477) and References (DOA-3478)|