SLED Opportunity · WISCONSIN · WISCONSIN
AI Summary
The State of Wisconsin seeks proposals for program management services for its Wisconsin College Savings Program, which includes two 529 College Savings Plans. The contract will be administered by the Department of Financial Institutions with oversight by the program board.
The State of Wisconsin, as represented by the Department of Administration Consolidated Purchasing Services is issuing this Request for Proposal on behalf of the Wisconsin Department of Financial Institutions (DFI) to solicit Proposals from firms interested in providing program management services to the Wisconsin College Savings Program (Program). The Program currently consists of two 529 College Savings Plans (Plans); the Edvest 529 College Savings Plan (Edvest) offered directly to the public and the Tomorrow’s Scholar College Savings Plan (Tomorrow’s Scholar) offered through financial professionals. Assets of the Program are held in the Wisconsin College Savings Program Trust (Trust). The Contract resulting from this RFP will be administered by DFI, with Trust oversight provided by the Wisconsin College Savings Program Board (Board). This RFP document and the Awarded Proposer’s (Contractor) Proposal shall be incorporated into the Contract.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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