RFP-2026-003 - Risk Assessment Services

AI Summary

Milwaukee County Pension Board seeks proposals for professional services to perform a comprehensive risk assessment and develop an internal audit program. The opportunity includes submission of various required documents and follows a timeline from April 28 to May 28, 2026.

Opportunity details

Solicitation No.: 230618
Type / RFx: RFP
Status: Open
Level: county
Published Date: Invalid Date
Due Date: May 28, 2026
NAICS Code: 541611 AI guide
Jurisdiction: Milwaukee County
State: Wisconsin
Agency: Milwaukee County

Description

The Pension Board of the Employees' Retirement System of the County of Milwaukee (the "Pension Board") is seeking proposals from qualified companies to provide professional services to perform the comprehensive risk assessment and develop the internal audit program.

Commodity Codes

Commodity Codes: UNSPSC 64 Financial Instruments, Products, Contracts and Agreements: This segment includes financial instruments and products arising from contractual agreements of a financial nature. UNSPSC 80 Management and Business Professionals and Administrative Services: This segment includes services associated with the management and administrative functions of an organization or business. This segment also includes business administration, human resources, marketing, management consulting, legal, and real estate services UNSPSC 84 Financial and Insurance Services: This segment includes services associated with finance, banking, investing and insurance. Included in this section are escrow services.

Events & Timeline

Status	Event Name	Location	Description	Dates	Mandatory
Ongoing	Open Date	Online Portal	Posting date for the Opportunity	Apr 28th 2026, 9:00 AM CDT	N/A
Upcoming	Questions Due Date	Online Portal	Deadline to submit Questions	May 8th 2026, 5:00 PM CDT	N/A
Upcoming	Close Date	Online Portal	Deadline for Submissions	May 28th 2026, 5:00 PM CDT	N/A

Requested Information

Note: Template files for the items below (BidTables, Questionnaires) are available in the Attachments section of this opportunity.

Name	Type	# Files	Requirement
Technical Proposal	File Type: PDF (.pdf)	Multiple	Required
Attachment A - Cost Proposal Response	File Type: PDF (.pdf)	Multiple	Required
Attachment B - Vendor Information Sheet	File Type: PDF (.pdf)	Multiple	Required
Attachment C - Insurance and Indemnity Acknowledgement	File Type: PDF (.pdf)	Multiple	Required
Attachment D - Proprietary Information Disclosure Form	File Type: PDF (.pdf)	Multiple	Required
Attachment D-1 - Redacted Copy of Proposal (REQUIRED to be submitted if confidential or proprietary information is set forth on Attachment D)	File Type: PDF (.pdf)	Multiple	Optional
Attachment E - EEOC Compliance Form	File Type: PDF (.pdf)	Multiple	Required
Attachment F - Conflict of Interest Form	File Type: PDF (.pdf)	Multiple	Required
Attachment G - Certification re Debarment Suspension	File Type: PDF (.pdf)	Multiple	Required
Attachment H - Sworn Statement of Proposer	File Type: PDF (.pdf)	Multiple	Required
Attachment I - Exceptions	File Type: PDF (.pdf)	Multiple	Required
Additional Information	File Type: PDF (.pdf)	Multiple	Optional
W-9	File Type: PDF (.pdf)	Multiple	Required

Attachments

Key dates

Invalid DatePublished
May 28, 2026Responses Due

AI classification tags

risk assessment internal audit financial services management consulting professional services pension board services

Frequently asked questions

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.