Wisconsin Department of Employee Trust Funds - Locating Account Owners & Beneficiaries - RFI ETG0031 (2026)
Wisconsin Department of Employee Trust Funds | State of WisconsinState · Madison, WI- Due
- Apr 21, 2026
- Deadline passed
- Posted
- Mar 2, 2026
- Primary contact
- Kristen Schipper
- (608) 261-0737
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Summary
The Wisconsin Department of Employee Trust Funds (ETF) is issuing this Request for Information (RFI ETG0031) to determine market availability of professional research and investigative services to locate account owners and beneficiaries.
The services support fiduciary and legal obligations to provide annual statements of benefits, cleanse and update account data for modernization and implementation of new online systems, mitigate fraud risks associated with inactive online accounts, fulfill IRS required distribution requirements, and distribute death benefits timely. ETF seeks to locate persons who are WRS account owners without valid contact information, survivors or beneficiaries entitled to benefit payments, or members subject to required minimum distribution requirements. Responses are due by April 21, 2026, at 2:00 PM CDT, and must be submitted via email to [email protected].
- Submit to
- [email protected]
- Scope location
- Madison, WI
- Reported agency
- Wisconsin Department of Employee Trust Funds
Questions about this RFI
How do I respond to this RFI 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 April 21, 2026. Submissions should be delivered to: [email protected]. For questions, contact Kristen Schipper.
Can small businesses or minority-owned firms bid on this RFI?
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 RFI 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 Kristen Schipper at (608) 261-0737. Questions and answers are typically shared with all prospective bidders.
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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 documents are required to bid on this RFI?
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. 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.