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Financial Institutions, Department Of·Wisconsin

Program Management Services Wisconsin College Savings Program

Closes 3/6/2026$500k – $2MRequest for Proposal
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Description

The State of Wisconsin is seeking a firm to provide program management services to the Wisconsin College Savings Program. The program consists of two 529 College Savings Plans, Edvest and Tomorrow’s Scholar, with assets held in the Wisconsin College Savings Program Trust. The contract will be administered by the Department of Financial Institutions, with oversight provided by the Wisconsin College Savings Program Board. • The program has two plans: Edvest and Tomorrow’s Scholar • Assets are held in the Wisconsin College Savings Program Trust • The contract will be administered by the Department of Financial Institutions • Oversight will be provided by the Wisconsin College Savings Program Board

Attached files

The solicitation documents live at the source — open the bid source above to download them.

Contact

Mike Butterworth

(608) 261-7007

Key dates

Opened
1/8/2026
Closes
3/6/2026

Last updated

Details

Type
Request for Proposal
Industry
Financial Services
NAICS
523930
Solicitation №
FN261128

Budget estimate

$500,000 – $2,000,000

The budget for this contract is likely to be substantial, given the scope of the program management services required for the Wisconsin College Savings Program. The exact amount will depend on factors such as the number of plans, assets under management, and the level of service required. A rough estimate for a contract of this nature could be in the range of $500,000 to $2 million per year, considering the complexity of the program and the need for ongoing management and oversight.

AI estimate from the solicitation

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