Information Technology Consultancy Questionnaire

The State of Wisconsin Investment Board (SWIB) is soliciting responses to an Information Technology Consultancy Questionnaire to establish a pre-qualified vendor pool for ad-hoc contractor services supporting short-term staff augmentation projects. This is an open, continuous solicitation with no specified submission deadline, allowing qualified vendors to respond at any time. SWIB seeks organizations with demonstrated expertise in securities trading, investment accounting, investment risk management, portfolio management, and related investment-specific technologies, where investment industry consulting represents the primary revenue source. Vendor qualifications require companies to have been in business for at least two years with leadership possessing a minimum of ten years of investment management industry experience and a documented track record of ten or more investment management engagements. Individual contractors must demonstrate at least five years of investment management experience, three years of technology experience preferably with investment management systems, and hold a bachelor's degree or higher in Finance, CFA charter, or equivalent credentials. Vendors must submit completed rate card templates establishing billing rates for three contractor levels—Junior entry-level staff at $150 per unit, Partners at $200 per unit, and Risk Programmers at $250 per unit—along with supporting documentation including a Public Records Acknowledgement form, Representations and Warranties certification, Due Diligence Questionnaire, current Certificates of Insurance, and business registration certificates. Engagements may be conducted on-site at SWIB's Madison location, fully remote, or in a hybrid arrangement, with SWIB retaining the right to modify work location requirements as needed. All contractors must pass applicable background checks and E-Verify employment eligibility verification prior to engagement.

The solicitation does not identify any set-aside designations or restrictions limiting response to specific enterprise categories such as disadvantaged, minority-owned, women-owned, or small businesses. No incumbent vendors or current contractors are listed in the procurement documents. The Master Services Agreement establishes a framework for individual Statements of Work to be negotiated on an as-needed basis, with compensation determined by approved rate sheets and expenses representing full compensation unless otherwise expressly approved in writing. SWIB will process invoices within thirty days and may withhold up to ten percent as a performance holdback pending satisfactory completion of work. Vendors are required to maintain comprehensive insurance coverage including workers' compensation, commercial general liability of at least $2 million, professional liability of at least $5 million, and cyber liability of at least $5 million. No specific contract values or budget ranges are disclosed in the solicitation materials, as individual project budgets will be determined through separate Statement of Work negotiations. The agreement term begins on the Effective Date and continues for thirty days after either party provides written termination notice, though SWIB may terminate individual SOWs with ten days' notice.