Wisconsin Department of Employee Trust Funds - Federal Tax Counsel RFP ETG0030, 2026
Wisconsin Department of Employee Trust Funds | State of WisconsinState · Madison, WI- Due
- Oct 1, 2026
- Deadline passed
- Posted
- Aug 26, 2026
- Contract term
- 1 year
- Primary contact
- Joanne Klaas
- (608) 261-7247
The 30-second brief
The Wisconsin Department of Employee Trust Funds is soliciting proposals for federal tax counsel services for the Wisconsin Retirement System (WRS) and related programs, under RFP ETG0030. The selected counsel will provide legal advice on federal and international tax matters, ensure ongoing qualification of defined benefit public employee retirement plans under the Internal Revenue Code (IRC) and 26 USC § 414(d), advise on proposed legislation and plan documents, represent the WRS in IRS examinations, and assist with tax-preferred programs and benefit plan contracts. The initial contract term is one year from July 1, 2027, through June 30, 2028, with options to renew for five additional one-year periods through June 30, 2033. Proposals are due by October 1, 2026, at 2:00 PM CDT, submitted via the designated Box portal.
Technical Proposal 80%, Cost Proposal 20%
Get notified when Wisconsin Department of Employee Trust Funds | State of Wisconsin posts the next one.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The Wisconsin Department of Employee Trust Funds is soliciting proposals for federal tax counsel services for the Wisconsin Retirement System (WRS) and related programs, under RFP ETG0030.
The selected counsel will provide legal advice on federal and international tax matters, ensure ongoing qualification of defined benefit public employee retirement plans under the Internal Revenue Code (IRC) and 26 USC § 414(d), advise on proposed legislation and plan documents, represent the WRS in IRS examinations, and assist with tax-preferred programs and benefit plan contracts. The initial contract term is one year from July 1, 2027, through June 30, 2028, with options to renew for five additional one-year periods through June 30, 2033. Proposals are due by October 1, 2026, at 2:00 PM CDT, submitted via the designated Box portal.
EVALUATION CRITERIA
Technical Proposal 80%, Cost Proposal 20%
REQUIRED ATTACHMENTS
9- Form A – Proposal Checklist
- Form B – Attestations
- 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
- Current Form W-9
- Submit to
- https://etf.box.com/s/cl35czlg5c10tmpfssontq66ta07uk2t
- Duration
- 72 months
- Scope location
- Madison, WI
- Reported agency
- Wisconsin Department of Employee Trust Funds
Questions about this RFP
How do I respond to this RFP from Wisconsin Department of Employee Trust Funds | State of Wisconsin?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is October 1, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://etf.box.com/s/cl35czlg5c10tmpfssontq66ta07uk2t. For questions, contact Joanne Klaas.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Wisconsin Department of Employee Trust Funds | State of Wisconsin in WI, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Joanne Klaas at (608) 261-7247. Questions and answers are typically shared with all prospective bidders.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Technical Proposal 80%, Cost Proposal 20%" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Wisconsin Department of Employee Trust Funds | State of Wisconsin?
All active and historical solicitations from Wisconsin Department of Employee Trust Funds | State of Wisconsin are tracked and searchable. As a state agency, Wisconsin Department of Employee Trust Funds | State of Wisconsin regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Form A – Proposal Checklist, Form B – Attestations, Form C – Subcontractor Information, Form D – Request for Proposal Signature Page, Form E – Vendor Information, Form F – Vendor References, Form G –. Review the full document from Wisconsin Department of Employee Trust Funds | State of Wisconsin for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Madison, WI. Review the full solicitation for detailed scope requirements.