submit a Consultant Financial Report (DT1865) to be on the Wisconsin Department of Transportation
(WisDOT) Roster of Eligible Engineering Consultants.
The Consultant Financial
facilitates the establishment of an
indirect cost overhead rate
provides information used during contract
negotiation and subsequent audit processes
Firms on the Roster annually submit a Consultant
Financial Report to the department no later than five months after the
end of their fiscal year.
Firms not on the Roster must submit a Consultant
Financial Report using the most recent financial information
available, in addition to completing the rest of the consultant
registration process, before being added to the Roster.
Firms not currently on the Roster but that may have
provided the Consultant Financial Report for the most recently
completed fiscal year should contact the
Audit Supervisor at (608)
261-6270 to determine if updated financial information is needed.
The report may also be required from consultants who are not on the Roster of
Eligible Engineering Consultants as a condition of selection (prior
to execution of contracts) for WisDOT work open to all consultants.
Contract provisions may also require annual submittal of the
Consultant Financial Report when consultant’s compensation is based
on actual costs.
file the report or filing of an inaccurate or incomplete report will
result in the consultant being ineligible for selection until such time as accurate and complete
information is provided.
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Consultant Financial Report includes instructions for submitting the
Consultant Financial Report. Do not include the instructions with
Electronic submittals of the Consultant Financial Report will not
Do not submit form DT1538 (Consultant Report) with your financial
information. If your firm is not on the Roster because it has not supplied WisDOT with your DT1538 for
the current year, follow the submittal
instructions for that form.
New firms (does not include firms
created as the result of a merger/acquisition/spin-off of existing
firms) should submit the financial report based on pro forma rather
than historical data. Firms whose historical data does not represent a
complete year of full operation may request permission to use pro
forma data for an additional year after startup. Contact the
Audit Supervisor at (608)
261-6270 for assistance.
Firms whose entity changes due to
merger, acquisition or spin-off of significant business segments or
subsidiaries must submit a Consultant Financial Report within 90 days
after the new entity is formed. The report must be based on historical financial information of the
entities affected by the transaction resulting in the change. New
entities created through a merger or spin-off should use historical
financial information of predecessor entities as the basis of pro
forma information in the Consultant Financial Report.
When an entity contracting with WisDOT
is acquired by another entity, the acquiring entity must submit a
Consultant Financial Report for the acquiring entity to be eligible
When gross revenues of an acquired or spin-off entity exceed 25% of
gross revenues of the acquiring/surviving entity, the Consultant must
submit a revised Consultant Financial Report reflecting indirect cost
and accounting disclosures of the surviving entity within 90 days of
the closing of the applicable acquisition/spin-off transaction.
Firms will receive email notification when their financial report
has been accepted. Firms may then use the rates submitted on the
financial report on WisDOT contract proposals and invoicing on
Only firms receiving formal notification of acceptance, via the
email address listed on the financial report, may propose using
their submitted rate.
Overhead rates submitted on financial reports are considered
unaudited and are subject to review upon contract submittal.
All external hyperlinks are provided for your information and for the benefit of the general public.
The Wisconsin Department of Transportation does not testify to, sponsor or endorse the accuracy of the information provided on externally linked pages.
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about getting your free copy of the Adobe Reader, visit WisDOT's Software information page.
You will need Microsoft Word to view Word files. If you do not have a copy of Microsoft Word installed on your computer, you can use the Microsoft Word Viewer (provided free of charge) to view Word files. For more information about getting your free copy of Microsoft Word Viewer, visit WisDOT's Software information page.
You will need Microsoft Excel 2000 to view Excel files. If you do not have a copy of Microsoft
Excel installed on your computer, you can use the Microsoft Excel Viewer (provided free of charge) to view Excel files. For more information about getting your free copy of Microsoft Excel Viewer, visit WisDOT's Software information page.