Active SLED Opportunity · TEXAS · STATE OF WISCONSIN INVESTMENT BOARD
AI Summary
SWIB seeks proposals for a Treasury & Securities Financing Platform to support financing activities including workflow automation, risk monitoring, and reporting. Proposals due May 29, 2026.
The State of Wisconsin Investment Board (“SWIB”) is issuing this Request for Proposals (“RFP”) to solicit proposals from qualified vendors to provide a Treasury & Securities Financing Platform (the “Platform”). The objective of this RFP is to procure a scalable, purpose-built platform to support SWIB’s Treasury and Securities Financing activities, including but not limited to computation of financing economics, workflow automation, margin and capital attribution, repurchase agreement lifecycle processing, counterparty risk monitoring, and robust reporting. Further information and response instructions can be found within the attached documents. Please note: documents are best viewed by downloading. Rhiannon Friedel, SWIB's Senior Procurement Specialist, is the contact for all questions relating to this project: email - procurement@swib.state.wi.us
| Status | Event Name | Location | Description | Dates | Mandatory |
|---|---|---|---|---|---|
| Ongoing | Questions Due Date | Online Portal | The Q and A Period for this Opportunity is Ongoing | Never | N/A |
| Ongoing | Open Date | Online Portal | Posting date for the Opportunity | May 1st 2026, 3:00 PM CDT | N/A |
| Upcoming | Close Date | Online Portal | Deadline for Submissions | May 29th 2026, 5:00 PM CDT | N/A |
Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.
| Name | Type | # Files | Requirement |
|---|---|---|---|
| Cover Letter | File Type: PDF (.pdf) | 1 | Required |
| Questionnaire Response | File Type: Any (.*) | Multiple | Required |
| Attachment A - Public Records Acknowledgement Form | File Type: PDF (.pdf) | 1 | Required |
| Attachment B - Representations and Warranties | File Type: PDF (.pdf) | 1 | Required |
| Attachment C, Part 1 - Key Contract Provisions | File Type: Any (.*) | Multiple | Required |
| Attachment C, Part 2 - Form of Contract from Vendor | File Type: Word (.doc, .docx) | 1 | Required |
| Attachment D - Information Security Questionnaire | File Type: Word (.doc, .docx) | 1 | Required |
| Attachment E - Fee Proposal | File Type: PDF (.pdf) | 1 | Required |
| Exhibit 1 - Implementation plan, including phases, timeline, key milestones, and required client/vendor resources | File Type: Any (.*) | Multiple | Required |
| Exhibit 2 - Architecture diagram (applications, third-party providers (custodians, prime brokers, data vendors, databases, APIs, integrations) | File Type: Any (.*) | Multiple | Required |
| Attachment F - Redacted submission, if applicable. Vendors requesting redaction of any portion of their submission must consolidate their entire redacted response as a single document. This requirement applies to all components of the submission, including but not limited to exhibits, attachments, and completed questionnaires. The consolidated document must clearly indicate all requested redactions at the time of submission. | File Type: PDF (.pdf) | Multiple | Optional |
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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