REQUEST FOR PROPOSAL

Issued by the State of Wisconsin
Employee Trust Funds Board


Transformation, Integration and Modernization (TIM)
Consulting Services for the Wisconsin Retirement System (WRS)

ETB0033


The WRS is the 9th 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, and Section E of this RFP.

ETF is seeking to identify a vendor who solely, or through the use of clearly defined and managed subcontractors, can provide consulting services to assist ETF in the selection and implementation of a package retirement and benefits administration solution, as well as, serve in the role of strategic partner during the life of this engagement. The end result of the package solution is expected to be able to “offer a suite of tools that will empower our customers to become better educated about their benefits, have access to meaningful, up-to-date information about those benefits, and to be able to enroll in, change critical information about, and apply for those benefits without reliance on staff resources.” Mandatory Requirements and Deliverables are identified in Section C and Appendix B of this RFP.

Proposals are due May 25, 2012. Amendments, questions, and answers will be posted on http://etfextranet.it.state.wi.us and will not be mailed.

Contact Mark Blank via email ETFProcurement@etf.state.wi.us  with any questions regarding this RFP. The RFP number must be referenced in the subject line of the email.

Revision History

8/8/2012 Posting of Contract with LRWL Inc.
8/8/2012 Posting of Abstract of Scores
6/22/2012 Posting of Award Summary
6/22/2012 Issue Intent to Award to LRWL Inc.
5/17/2012 Q & A Set 3
5/10/2012 Q & A Set 2
5/2/2012 Q & A Set 1
4/26/2012 Issue RFP

Contract

10/16/2019 Amendment #4
9/7/2018 Amendment #3
12/1/2014 Amendment #2
7/25/2012 Contract and Amendment #1

RFP and Associated Documents

RFP Main Document

Reference Materials

Document Web Address
Employee Trust Funds Internet Site http://etf.wi.gov
Wisconsin State Statutes Ch. 40 http://www.legis.state.wi.us/statutes/Stat0040.pdf
CEM Benchmarking Analysis http://web.etfnet.wi/etf/internet/RFP/tim/cem-benchmarking.pdf
Risk Remediation Roadmap for Online Self Services http://web.etfnet.wi/etf/internet/RFP/tim/risk-remediation-etj0038.pdf
Sample Business Associate Agreement http://web.etfnet.wi/etf/internet/RFP/tim/sample-baa.html
State of Wisconsin Pocket Travel Guide http://web.etfnet.wi/etf/internet/RFP/tim/travel-guide-wi2012.html