16.641(3)(d)2.
2. The beneficiary graduates from high school but is unable to gain admission to an institution of higher education after a good faith effort.
16.641(3)(d)3.
3. The beneficiary attended an institution of higher education but involuntarily failed to complete the program in which he or she was enrolled.
16.641(3)(d)4.
4. The beneficiary is at least 18 years old and one of the following applies:
16.641(3)(d)4.b.
b. The beneficiary has decided not to attend an institution of higher education.
16.641(3)(d)4.c.
c. The beneficiary attended an institution of higher education but voluntarily withdrew without completing the program in which he or she was enrolled.
16.641(3)(d)5.
5. Other circumstances determined by the board to be grounds for termination.
16.641(3)(e)
(e) The board may terminate a college savings account if any portion of the college savings account balance remains unused 10 years after the anticipated academic year of the beneficiary's initial enrollment in an eligible educational institution.
16.641(4)
(4) Contracts with professionals. The board may enter into a contract for the services of accountants, attorneys, consultants and other professionals to assist in the administration and evaluation of the college savings program.
16.641(5)
(5) Report. Annually, the board shall submit a report to the governor, and to the appropriate standing committees of the legislature under
s. 13.172 (3), on the performance of the college savings program, including any recommended changes to the program.
16.641(6)
(6) Construction. Nothing in this section guarantees an individual's admission to, retention by or graduation from any institution of higher education; a rate of interest or return on a college savings account; or the payment of principal, interest or return on a college savings account.
16.641(7)
(7) Exemption from garnishment, lien, levy, attachment and execution; security for loan. 16.641(7)(a)(a) An account established under this section is not subject to garnishment, lien, levy, attachment, execution or other process of law.
16.641(7)(b)
(b) No interest in a college savings account may be pledged as security for a loan.
16.641(8)
(8) Financial aid calculations. The balance of a college savings account shall not be included in the calculation of a beneficiary's eligibility for state financial aid for higher education if the beneficiary notifies the higher educational aids board and the eligible educational institution that the beneficiary is planning to attend that he or she is a beneficiary of a college savings account and if the account owner agrees to release to the higher educational aids board and the eligible educational institution information necessary for the calculation under this subsection.
16.641 History
History: 1999 a. 44;
2001 a. 7,
38;
2011 a. 32 s.
76; Stats. 2011 s. 16.641;
2013 a. 227;
2015 a. 55.
16.641 Cross-reference
Cross-reference: See also ch.
Adm 81, Wis. adm. code.
16.642
16.642
Repayment to the general fund. 16.642(1)
(1) The secretary shall transfer from the tuition trust fund, the college savings program trust fund, the college savings program bank deposit trust fund, or the college savings program credit union deposit trust fund to the general fund an amount equal to the amount expended from the appropriations under s.
20.505 (9) (a), 1995 stats., s.
20.585 (2) (a), 2001 stats., and s.
20.585 (2) (am), 2001 stats., when the secretary determines that funds in those trust funds are sufficient to make the transfer. The secretary may make the transfer in installments.
16.642(2)
(2) Annually, by June 1, the secretary shall submit a report to the joint committee on finance on the amount available for repayment under
sub. (1), the amount repaid under
sub. (1), and the outstanding balance under
sub. (1).
16.642 History
History: 2001 a. 16;
2003 a. 33;
2005 a. 478;
2011 a. 32 s.
77; Stats. 2011 s. 16.642.
16.643
16.643
Support accounts for persons with disabilities. 16.643(1)(1)
Termination of account. Upon the death of an account owner whose account is part of a qualified ABLE program under section
529A of the Internal Revenue Code, the account shall terminate, and upon such termination any amount remaining in the account shall be recoverable by the state under
s. 49.849 as property of a decedent that is recoverable under that statute. Any amount that remains in the account following such recovery under
s. 49.849 shall be paid to the account owner's estate. Recovery authorized under this subsection may relate only to public assistance received by a beneficiary on and after the date on which an account is established.
16.643(2)
(2) Eligibility for long-term care programs. A person who is determining eligibility for an individual for a long-term care program under
s. 46.27,
46.275, or
46.277, the family care benefit under
s. 46.286, the family care partnership program, the long-term care program defined in
s. 46.2899 (1), or any other demonstration program or program operated under a waiver of federal medicaid law that provides long-term care benefits shall exclude from the determination any income from assets accumulated in an account that is part of a qualified ABLE program under section
529A of the Internal Revenue Code.
16.643 History
History: 2015 a. 55,
312.
PURCHASING
16.70(1b)
(1b) “Affiliate" means a person, as defined in
s. 77.51 (10), that controls, is controlled by, or is under common control with another person, as defined in
s. 77.51 (10).
16.70(1e)
(1e) “Agency" means an office, department, agency, institution of higher education, association, society or other body in state government created or authorized to be created by the constitution or any law, which is entitled to expend moneys appropriated by law, including the legislature and the courts, but not including an authority.
16.70(2m)
(2m) “Computer services" means any services in which a computer is utilized other than for personal computing purposes.
16.70(3)
(3) “Contractual services" includes all services, materials to be furnished by a service provider in connection with services, and any limited trades work involving less than $30,000 to be done for or furnished to the state or any agency.
16.70(3e)
(3e) “Control" means to own, directly or indirectly, more than 10 percent of the interest in or voting securities of a business.
16.70(3g)
(3g) “Cost-benefit analysis" means a comprehensive study to identify and compare the total cost, quality, technical expertise, and timeliness of a service performed by state employees and resources with the total cost, quality, technical expertise, and timeliness of the same service obtained by means of a contract for contractual services.
16.70(4)
(4) “Executive branch agency" means an agency in the executive branch but does not include the building commission.
16.70(5)
(5) “Judicial branch agency" means an agency created under
ch. 757 or
758 or an agency created by order of the supreme court.
16.70(6)
(6) “Legislative service agency" means an agency created under
ch. 13 which is authorized, or the head of which is authorized, to appoint subordinate staff, except the building commission.
16.70(7)
(7) “Limited trades work" means the repair or replacement of existing equipment or building components with equipment or components of the same kind, if the work is not dependent upon the design services of an architect or engineer, and does not alter or affect the performance of any building system, structure, exterior walls, roof or exits, or the fire protection or sanitation of the building. “Limited trades work" includes decorative and surface material changes within a building and minor preventive maintenance to ancillary facilities such as drives, sidewalks and fences.
16.70(8)
(8) “Municipality" means a county, city, village, town, school district, board of school directors, sewer district, drainage district, technical college district or any other public or quasi-public corporation, officer, board or other body having the authority to award public contracts.
16.70(9)
(9) “Officer" includes the person or persons at the head of each agency, by whatever title the person or persons may be elsewhere designated.
16.70(10)
(10) “Permanent personal property" means any and all property which in the opinion of the secretary will have a life of more than 2 years.
16.70(10m)
(10m) “Personal computing" means utilizing a computer that is located at the work station where the input or output of data is conducted.
16.70(11)
(11) “Recovered material" means a product which is recovered from solid waste in a form identical to the original form for a use that is the same as or similar to the original use.
16.70(12)
(12) “Recycled material" means a product which is manufactured from solid waste or paper mill sludge.
16.70(13)
(13) “Recycled or recovered content" means the proportion of an item, by weight or other measure, which is recycled material or recovered material.
16.70(16)
(16) “Voting securities" means securities that confer upon the holder the right to vote for the election of members of the board of directors or similar governing body of a business, or are convertible into, or entitle the holder to receive upon their exercise, securities that confer such a right to vote.
16.70 History
History: 1971 c. 164;
1975 c. 41 s.
52;
1977 c. 29;
1979 c. 34,
221;
1983 a. 27,
106;
1985 a. 29 ss.
122a to
122f,
3200 (1);
1987 a. 292,
399;
1989 a. 335;
1991 a. 39,
189;
1993 a. 263,
399;
1995 a. 27,
56;
1997 a. 27;
1999 a. 65,
167;
2001 a. 16,
38;
2003 a. 33;
2005 a. 74,
89,
335;
2007 a. 20,
97;
2009 a. 28;
2011 a. 10,
229;
2013 a. 20,
165,
166.
16.70 Annotation
“Contractual services" include technical and professional services. 65 Atty. Gen. 251.
16.701
16.701
Subscription service and procurement system. 16.701(1)(1) The department may provide a subscription service containing current information of interest to prospective vendors concerning state procurement opportunities. If the department provides the service, the department shall assist small businesses, as defined in
s. 16.75 (4) (c), who are prospective vendors in accessing and using the service by providing facilities or services to the businesses. The department may charge a fee for any such service. The department shall prescribe the amount of any fee by rule.
16.701(1m)
(1m) The department may provide an electronic procurement system to manage all aspects of procurement under this subchapter. The electronic procurement system may supplement or supplant the subscription service under
sub. (1), and the department may permit prospective vendors to provide product or service information, as provided in
sub. (2), through the electronic procurement system. If the department provides an electronic procurement system under this subsection, the department may require that an agency use the system. The department may assess agencies and vendors for the costs of the system under this subsection in accordance with a method the department develops.
16.701(2)
(2) The department may permit prospective vendors to provide product or service information through the service established under
sub. (1). The department may prescribe fees or establish fees through a competitive process for the use of the service under this subsection.
16.701 Cross-reference
Cross-reference: See also s.
Adm 9.01, Wis. adm. code.
16.7015
16.7015
Bidders list. The department may maintain a bidders list. The bidders list shall include the names and addresses of all persons who request to be notified of bids or competitive sealed proposals, excluding those to be awarded under
s. 16.75 (1) (c) or
(2m) (c), that are solicited by the department or other agency for the procurement of materials, supplies, equipment, or contractual services under this subchapter. Any bidders list may include the names and addresses of any person who requests to be notified of bids or competitive sealed proposals that are solicited by any agency. The department or other agency shall notify each person on the bidders list of all bids or competitive sealed proposals that are solicited by the department or other agency. The department may remove any person from the bidders list for cause.
16.705
16.705
Contractual services. 16.705(1)
(1) The department or its agents may contract for services which can be performed more economically or efficiently by such contract. The department shall, by rule, prescribe uniform procedures for determining whether services are appropriate for contracting under this subsection.
16.705(1b)
(1b) The determinations under
sub. (1) do not apply to a contract entered into by any of the following:
16.705(1r)
(1r) Notwithstanding
s. 16.75 (2m) and
(3m), and except as provided in
s. 16.75 (2) (b) and
(7), the department and its agents may purchase contractual services only if those services are performed within the United States. This requirement does not apply to any of the following:
16.705(1r)(a)
(a) Contractual services that are not available to be performed within the United States.
16.705(1r)(b)
(b) Contractual services if the payment for any part of the contractual services is made from federal moneys.
16.705(1r)(c)
(c) The renewal, modification, or extension of any contract in effect on March 18, 2010.
16.705(1r)(d)
(d) Contractual services purchased by the Board of Regents of the University of Wisconsin System with moneys appropriated under
s. 20.285 (1) (ge),
(u), or
(w).
16.705(2)(a)(a) The department shall promulgate rules for the procurement of contractual services by the department and its designated agents, including but not limited to rules prescribing approval and monitoring processes for contractual service contracts; except as provided in
par. (b), a requirement for agencies to conduct a uniform cost-benefit analysis of each proposed contractual service procurement involving an estimated expenditure of more than $50,000 in accordance with standards prescribed in the rules; and, except as provided in
par. (b), a requirement for agencies to review periodically, and before any renewal, the continued appropriateness of contracting under each contractual services agreement involving an estimated expenditure of more than $50,000.
16.705(2)(b)
(b) A cost-benefit analysis or continued appropriateness review is not required for the following services:
16.705(2)(b)1.
1. Services that federal or state law requires to be performed by contract.
16.705(2)(b)2.
2. Services that must be provided per a contract, license, or warranty, by the original equipment manufacturer or publisher.
16.705(2)(b)3.
3. Services that cannot be performed by state employees because the state lacks the required infrastructure.
16.705(2)(b)4.
4. Web-based software application services that are delivered and managed remotely.
16.705(2)(c)
(c) Each officer requesting approval to engage any person to perform contractual services shall submit to the department written justification for such contracting which shall include a description of the contractual services to be procured, justification of need, justification for not contracting with other agencies, a specific description of the scope of contractual services to be performed, and justification for the procurement process if a process other than competitive bidding is to be used. The department may not approve any contract for contractual services unless it is satisfied that the justification for contracting conforms to the requirements of this section and
ss. 16.71 to
16.77.
16.705(5)
(5) The department shall promulgate rules to assure that the process used for selection of persons to perform contractual services includes a review of the independence and relationship, if any, of the contractor to employees of the agency, disclosure of any former employment of the contractor or employees of the contractor with the agency and a procedure to minimize the likelihood of selection of a contractor who provides or is likely to provide services to industries, client groups or individuals who are the object of state regulation or the recipients of state funding to a degree that the contractor's independence would be compromised.
16.705(6)
(6) If the agency for which contractual services are performed under a contractual services agreement concludes that the performance was unsatisfactory, the agency shall file with the department an evaluation of the contractor's performance within 60 days after the fulfillment of the agreement. The evaluation shall be in such form as the secretary may require.
16.705(7)
(7) The department shall review evaluations submitted under
sub. (6) and promulgate rules prescribing procedures to assure that future contracts for contractual services are not awarded to contractors whose past performance is found to be unsatisfactory, to the extent feasible.
16.705(8)
(8) The department shall, annually on or before October 15, submit to the governor, the joint committee on finance, the joint legislative audit committee and the chief clerk of each house of the legislature for distribution to the appropriate standing committees under
s. 13.172 (3), a report concerning the number, value and nature of contractual service procurements authorized for each agency during the preceding fiscal year. The report shall also include, with respect to contractual service procurements by agencies for the preceding fiscal year:
16.705(8)(a)
(a) A summary of the cost-benefit analyses completed by agencies in compliance with rules promulgated by the department under
sub. (2).
16.705(8)(b)
(b) Recommendations for elimination of unneeded contractual service procurements and for consolidation or resolicitation of existing contractual service procurements.
16.705(9)
(9) The department shall maintain a list of persons that are or have been a party to a contract with the state under this subchapter who have violated a provision of this subchapter or a contract under this subchapter. The parties on the list are ineligible for state contracts and no state contract may be awarded to a party on the ineligible list. The department may remove any party from the ineligible list if the department determines that the party's practices comply with this subchapter and provide adequate safeguards against future violations of this subchapter or contracts under this subchapter.
