REQUEST FOR PROPOSALS

FOR THE STATE OF WISCONSIN

DEPARTMENT OF EMPLOYEE TRUST FUNDS

ETF RFP ETE0061 – Pension Administration System (PAS)

***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 who can provide and maintain a new, fully integrated, best-practices-based pension administration system requiring minimal customizations to meet the State of Wisconsin Department of Employee Trust Funds’ requirements.

The Department intends to use the results of this solicitation to award a contract for a Pension Administration System (PAS). The contract will be administered and managed by the Department. This RFP document, its attachments, addendums, and the awarded Proposal will be incorporated into the contract.

A contract may be awarded pursuant to the RFP. The Department expects the contract to be executed by July 2025, after contract negotiations have been successfully completed. The initial Contract term may include a Proof of Concept, but after that will be approximately ten (10) years beginning on the effective date indicated on the Contract and ending December 31, 2035. The Department retains the option to renew the Contract for an additional three, five-year terms.

The RFP documents can be viewed at the links provided below. 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.

October 25, 2024 before 11:00 AM CDT is the deadline to submit a signed Appendix 1A – NDA, to ETFSMBProcurement@etf.wi.gov (required to receive Appendix 7C – Interface Catalog, Appendix 7D – Data Migration Catalog, 7E – PAS Policies and Standards, and Appendix 9 – Application Catalog which you will need to complete Appendix 7A - Non-Functional Essay Questions and Appendix 7B – Non-Functional Requirements)

October 30, 2024 before 11:00 AM CDT is the deadline to submit vendor questions to ETFSMBProcurement@etf.wi.gov

November 7, 2024 before 11:00 AM CST is the deadline to submit vendor clarifying questions to ETFSMBProcurement@etf.wi.gov

November 18, 2024 before 11:00 AM CST is the deadline to submit vendor proposals to the Box url provided in the ETE0061 PAS RFP.

Late submissions will not be considered.

This solicitation is authorized under Chapter 16 of the Wisconsin State Statutes.

Any news releases or release of broadcast e-mails pertaining to this solicitation, any resulting contract, 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 RFP will be posted on this page. Interested vendors are encouraged to check this site for updates frequently. No other notification regarding modifications will be provided.

ETE0061 PAS RFP Documents:

  • Addendum 7 published 11.13.2024
  • Addendum 6 published 11.08.2024
  • Addendum 5 clarification Q&A BOX url correction published 11.07.2024
  • Addendum 4 Q&A published 11.4.2024
  • Addendum 3 published 10.29.24
  • Addendum 2 published 10.24.24
  • Addendum 1 published 10.16.24
  • RFP ETE0061 Pension Administration System - Revised per Addendums 1 & 5
  • Appendix 1 – Proposal Checklist
  • Appendix 1A – Non-Disclosure Agreement
  • Appendix 2 – Proposer Required Form
  • Appendix 3 – Subcontractor Information
  • Appendix 4 – Mandatory Proposer Qualifications - Revised per Addendum 2 & 4
  • Appendix 5A – General Essay Questions - Revised per Addendum 4
  • Appendix 6A - Functional Essay Questions
  • Appendix 6B – Functional Requirements.xls (Excel - provided for proposer's response)
  • Appendix 6B - Functional Requirements (PDF - provided for readability)
  • Appendix 7A – Non-Functional Essay Questions - Revised per Addendum 4
  • Appendix 7B – Non-Functional Requirements.xls (unlocked per Addendum 4)
  • Appendix 7C – PAS Interface Catalog (only released under NDA)
  • Appendix 7D – Data Migration Catalog (only released under NDA)
  • Appendix 7E – PAS Policies and Standards.zip file (only released under NDA)
  • Appendix 8 – PAS Deliverables.xls (unlocked per Addendum 4)
  • Appendix 9 – Application Catalog (only released under NDA)
  • Appendix 10 - Assumptions and Exceptions
  • Appendix 11 – Department Terms and Conditions v.6.24.2024
  • Appendix 12 – Pro Forma Contract
  • Appendix 13 – Cost Proposal.xls (Tab 4 unlocked per Addendum 3) 

Uploaded Documents

Addendum 7 published 11.13.2024
Addendum 6 published 11.8.2024
Addendum 5 - Clarification Q&A, BOX url update published 11.7.2024
Addendum 4 Q&A published 11.4.2024
Addendum 3 published 10.29.24
Addendum 2 published 10.24.24
Addendum 1 published 10.16.24
ETE0061 PAS RFP - Revised per Addendums 1 & 5
Appendix 1 - Proposal Checklist
Appendix 1A - Non-Disclosure Agreement.pdf
Appendix 2 - Proposer Required Form fillable.pdf
Appendix 3 - Subcontractor Information
Appendix 4 - Mandatory Proposer Qualifications - Revised per Addendums 2 & 4
Appendix 5A - General Essay Questions - Revised per Addendum 4
Appendix 6A - Functional Essay Questions
Appendix 6B - Functional Requirements.xls (Excel provided for proposer's response)
Appendix 6B - Functional Requirements (.pdf provided for readability)
Appendix 7A - Non-Functional Essay Questions - Revised per Addendum 4
Appendix 7B - Non-Functional Requirements - unlocked per Addendum 4
Appendix 8 - PAS Deliverables - unlocked per Addendum 4
Appendix 10 - Assumptions and Exceptions
Appendix 11 - Department Terms and Conditions
Appendix 12 - Pro Forma Contract (sample)
Appendix 13 - Cost Proposal.xls (Tab 4 unlocked per Addendum 3)