REQUEST FOR PROPOSAL
FOR THE STATE OF WISCONSIN
Department of Employee Trust Funds
Financial Management Information Services (FMIS) Implementation Services
ETC0019


To Whom It May Concern:

This Request for Proposal (RFP) is issued by the Department of Employee Trust Funds (ETF) for Financial Management Information Services (FMIS) Implementation Services.

The Wisconsin Retirement System (WRS) is the 9th largest public retirement and benefits system in the United States. As of February 2012, the WRS has 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.

As part of a global technology initiative that will ultimately procure and install a Benefits Administration System, ETF is seeking to identify a vendor who solely, or through the use of clearly defined and well-managed subcontractors, can provide implementation services to assist ETF in replacing ETF’s current system of spreadsheets and databases by installing, configuring, and (minimally) customizing a PeopleSoft solution. The vendor will initially develop and execute a project plan which will detail the schedule and resources necessary to perform the requirements validation, implementation, data conversion, testing, training, and knowledge transfer to ETF staff. Subsequently, the vendor will execute the approved plan and any selected options with the goal that ETF will go live on the replacement FMIS by December 2, 2013.

The contract is proposed to be effective April 15, 2013, and will extend through December 31, 2018, with an option, by mutual agreement of ETF and the selected vendor, to renew for two additional one-year periods.

Proposals are due March 15, 2013. Amendments, questions and answers will be posted on http://etfextranet.it.state.wi.us and will not be mailed.

Contact Mark Blank via e-mail at ETFProcurement@etf.wi.gov with questions regarding this RFP. The RFP number must be referenced in the subject line of the e-mail.

Revision History

9/30/13 Post Protocl for Firewall with BAS
6/17/13 Post Contract with Sierra Systems Inc.
4/12/13 Post Intent to Contract with CedarCrestone Inc.
4/12/13 Post ETC0019 Proposal Finishing Order
4/12/13 Post ETC0019 Price Proposals
4/12/13 Post Evaluation Scoring - Nine Proposals
3/7/13 Questions and Answers Set 2
3/5/13 Questions and Answers Set 1
2/22/13 Issue Request for Proposal

 

Contract

10/11/16 Sierra-Cedar, Inc. Contract Amendment #8 through December 31, 2018 with two additional one-year terms through December 31, 2020.
12/10/15 Sierra-Cedar, Inc. Contract Amendment #7 through December 31, 2018 with two additional one-year terms through December 31, 2020.
10/03/14 Sierra-Cedar, Inc. Contract Amendment #6 through December 31, 2018 with two additional one-year terms through December 31, 2020.
9/26/14 Sierra-Cedar, Inc. Contract Amendment #5 through December 31, 2018 with two additional one-year terms through December 31, 2020.
8/12/14 Sierra-Cedar, Inc. Contract Amendment #4 through December 31, 2018 with two additional one-year terms through December 31, 2020.
7/10/14 Sierra-Cedar, Inc. Contract Amendment #3 through December 31, 2018 with two additional one-year terms through December 31, 2020.
3/24/14 Sierra System, Inc. Contract Amendment #2 through December 31, 2018 with two additional one-year terms through December 31, 2020.
9/30/13 Protocol for Establishing and Maintaining a Firewall for the Sierra FMIS Project Team RE: Benefits Administration System (BAS) ETC0003
9/10/13 Sierra Systems, Inc., Contract Amendment #1 through December 31, 2018 with two additional one-year terms through December 31, 2020.
6/10/13 Sierra Systems Contract Through December 31, 2018 with two additional one-year terms through December 31, 2020
6/10/13 Sierra Systems Contract with Supporting Documents

Request for Proposal

RFP Main Document

Reference Materials

Document Web Address
Employee Trust Funds Internet Site http://etf.wi.gov
Risk Remediation Roadmap for Online Self Service http://etfextranet.it.state.wi.us/etf/internet/RFP/tim/risk-remediation-etj0038.pdf
2010 Comprehensive Annual Financial Report (CAFR) http://etf.wi.gov/about/2010_cafr.pdf