2-Consultancy Pool Rate Card Template.xlsx

This is a Consultant Rate Response template for the State of Wisconsin Investment Board (SWIB) used to establish a pool of pre-qualified vendors for ad-hoc contractor services and short-term staff augmentation projects. The Investment Operations Consultancy Questionnaire remains open on an ongoing basis with no submission deadline, allowing any vendor meeting the established criteria to apply for inclusion on the pre-qualified vendor list. The solicitation intends to create a roster of multiple qualified contractors available for flexible engagement as operational needs arise.

The rate card template requires vendors to submit tiered pricing based on contractor level and experience. The sample rate structure provided includes three classification levels: Junior Entry-level staff contractors at $150 per hour, Partner level strategic advisors at $200 per hour, and Risk Programmers specializing in risk application development at $250 per hour. Vendors must provide detailed descriptions of qualifications, experience, and skills for each contractor level submitted, allowing SWIB to assess capacity and capability across different service tiers. All submissions and rate cards are maintained within this centralized template format to facilitate vendor comparison and selection for future project assignments.