STATE OF WISCONSIN DEPARTMENT OF EMPLOYEE TRUST FUNDS

Request for Proposals for Strategic Partner for Pension Administration System (ETC0051)

***DO NOT use the eSupplier Portal to submit questions or to submit a proposal. Instructions for submitting questions and all documents required for proposal submission are included in the RFP attached below.

The purpose of this Request for Proposals (RFP) is to solicit proposals from interested and qualified vendors that possess the resources and expertise to serve in the role of strategic partner in assisting the Department in the selection and implementation of a pension administration system.

The Wisconsin Department of Employee Trust Funds (Department) administers the Wisconsin Retirement System (WRS), the Group Health Insurance Program (GHIP) for State Employers and many Local government entities, and a variety of other public employee benefit programs. The WRS has consistently ranked among the top 10 largest public pension funds in the U.S., providing retirement benefits for approximately 665,000 current and former State and Local government Employees and their families on behalf of approximately 1,500 Employers. Participants in the WRS include public school teachers, current and former Employees of State agencies and the University of Wisconsin system, and Employees of most Local Governments. 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 solicitation to award a contract for a strategic partner for a pension administration system. The contract will be administered and managed by the Department, with oversight by the State of Wisconsin Employee Trust Funds Board (Board).

The contract term will be five years, from January 1, 2024 through December 31, 2028 and will retain by option two, two-year renewals.

The deadline for receipt of proposals for this solicitation is 12:00 p.m. CDT on May 12, 2023. Submit proposals only electronically to the BOX URL found in RFP Section 2.2. Late submissions may not be considered.

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.

NOTE: All modifications and other information associated with the solicitation will be posted on this webpage. Interested vendors are encouraged to check this site for updates frequently. No other notification regarding modifications will be provided.

Uploaded Documents

RFP ETC0051 Strategic Partner for Pension Administration System
Appendix 1 - Sample Contract Cover Page
Appendix 2 - Department Terms and Conditions (DTCs) 6.1.2022
Appendix 3 - Overview of ETF IT Improvements
Appendix 4 - Modernization Guiding Principles
Form A - Proposer Checklist
Form B - Mandatory Requirements and Qualifications
Form C - Subcontractor Information
Form D - Request for Proposal Signature Page
Form E - Vendor Information
Form F - Vendor References
Form G - Designation of Confidential and Proprietary Information
Form H - Cost Proposal
Addendum No. 1 (Vendor questions and ETF answers) 4.26.2023
Addendum No. 2 (proposal due date extended to 5.19.2023)
Notice of Intent to Award