Request for Proposals for the State of Wisconsin Department of Employee Trust Funds ETF RFP ETJ0060 – Federal Tax Counsel
***DO NOT use the eSupplier Portal to submit questions or to submit a proposal. Instructions for submitting questions and proposals are included in the RFP.***
The purpose of this Request for Proposals (RFP) is to solicit proposals from interested and qualified vendors that possess the resources and expertise to be federal tax counsel to the State of Wisconsin Employee Trust Funds Board (Board).
The Department, located in Madison, Wisconsin, administers the Wisconsin Retirement System (WRS), the group health insurance program for state and university employees and many local governments, and a variety of other public employee benefit programs. The WRS is the 8th largest public pension fund in the nation and ETF’s largest program, providing retirement benefits for more than 640,000 current and former state and local government employees on behalf of 1,499 employers. The Department is overseen by independent governing boards and funds are held on behalf of the benefit program beneficiaries in the Public Employee Trust Fund created and regulated under Chapter 40 of the Wisconsin State Statutes.
The Department intends to use the results of this RFP solicitation to award a Contract for federal tax counsel. The Contract will be administered and managed by the Department, with oversight by the Board. This RFP document, its appendices, forms, addendums, attachments, and the awarded Proposal will be incorporated into the Contract.
The Department expects the Contract to be executed by July 2021, after Contract negotiations have been successfully completed. The initial Contract term will be one (1) year, beginning on July 1, 2020. The Board retains the option to renew the Contract for five (5) additional one (1)-year periods subject to the satisfactory negotiation of terms, including prices.
The RFP details the procedures proposers must follow to submit a proposal and the minimum requirements that proposers must meet to be eligible for consideration.
The deadline for receipt of vendor questions and letters of intent is November 4, 2020. Submit questions and letters of intent as described in RFP Section 1.7 and 1.12 by email to ETFSMBProcurement@etf.wi.gov
The deadline for receipt of proposals for this solicitation is November 20, 2020 by 2:00 p.m. CST. Submit proposals as described in RFP Section 2.3 to Box at https://etf.app.box.com/f/ff11a8a3ca87417682ad06cb5cb4dfd5
This solicitation is authorized under Chapter 40 of the Wisconsin State Statutes. All decisions and actions regarding this solicitation are solely under the authority of the Board. Procurement statutes and rules that govern other State of Wisconsin agencies may not be applicable.
Any news releases or release of broadcast e-mails pertaining to this solicitation, any resulting contract(s), or the acceptance, rejection, or evaluation, or review of vendor proposals shall not be made without the prior written approval of the Department.
All modifications and other information associated with the RFP will be posted here. Interested vendors are encouraged to check this site for updates frequently. No other notification regarding modifications will be provided.
Thank you.
Uploaded Documents
ETJ0060 Federal Tax Counsel FINAL.docxAppendix 1 - Pro Forma Contract.docx
Appendix 2 - Department Terms and Conditions 7.1.2020.pdf
FORM A - Proposal Checklist.docx
FORM B - Subcontractor Information.docx
FORM C - Proposer Required Form.docx
FORM D - Cost Proposal.docx
ETJ0060 Addendum No. 1 FINAL.docx
ETJ0060 - Intent to Award a Contract.docx
ETJ0060 Federal Tax Counsel Contract.pdf
ETJ0060 Amendment #1 ETF-IceMiller 7.1.2022 through 6.30.2023
ETFJ0060 Amendment #2 ETF-IceMiller 7.1.2023 through 6.30.2024