STATE OF WISCONSIN DEFERRED COMPENSATION BOARD
ADMINISTRATIVE SERVICES CONTRACT
REQUEST FOR PROPOSAL
ETE0005


To Whom It May Concern:

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 shelly.schueller@etf.state.wi.us with any questions regarding this RFP.

Revision History

10/16/17 Administrative Services Agreement Extension Through Nov. 30, 2022
02/17/05

Vendor questions and answers posted.
WDC Vendor Questions and Answers

02/8/05 Cancellation of Vendor Conference (Section 1.5 & 1.7)
A vendor conference will NOT be held. We are in the process of preparing answers to the questions we have received. The responses will be posted at ETF's Web site as they are completed. We expect to complete the process by Thursday, February 17, 2005.


WDC 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)