2-Attachment I Exceptions.pdf
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- Attached to
- Investment Consulting Services
- Solicitation number
- RFP-2025-030
- Issued by
- Milwaukee County, Mattoon Village, Wisconsin
About this file
This is an Attachment I Exceptions document for a Request for Proposals (RFP) issued by the Wisconsin Pension Board for Investment Consulting Services. The document serves as the formal mechanism for proposers to identify exceptions, clarifications, or deviations from the RFP terms and conditions prior to contract execution. Proposers may list exceptions on a blank page attached to this document, or if exceptions pertain to Attachment B, on page 2 of the Attachment. The Pension Board retains discretionary approval authority over all exceptions, and reserves the right to reject any proposal if exceptions cannot be resolved to mutual satisfaction.
The document includes a twenty-item Agreement Terms and Conditions Compliance Checklist that proposers must complete, indicating whether they comply with, take exception to, or do not comply with each specified term. The checklist covers critical contract provisions including Most Favored Nations, Fiduciary and Investment Advisor Status, Discharge of Duties, Disclosure, Subject to Funds Availability, Termination provisions, Assignment and Subcontracting, Nondiscrimination, Records, Monitoring, Strict Performance, Independent Contractor status, Limitation of Liability, Hold Harmless, Debarment and Suspension, Force Majeure, County/State/Federal Compliance, Governing Law, Confidentiality, Public Records, and Integration. For each item marked as an exception, proposers must provide a full written explanation on the Exception Explanations form included in the attachment.
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Text version
ATTACHMENT I
EXCEPTIONS
If the Proposer takes exception or requires clarification on any points of the RFP before signing an agreement with the Pension Board, please list the items on a blank page attached to this Attachment; provided, however, if the items pertain to Attachment B, please list the items on page 2 of this Attachment. All exceptions are subject to the discretion and approval of the Pension Board. Should the Proposer and the Pension Board be unable to resolve any exceptions to the mutual satisfaction of both parties, the Pension Board reserves the right to reject the Proposer’s proposal from further consideration.
If no exceptions are listed, the undersigned agrees to all terms and conditions contained in the RFP, including all appendices. If exceptions are listed, the undersigned agrees to all terms and conditions contained in the RFP, with these noted exceptions.
Exceptions attached? ___ Yes
___ No
Company Name: _________________________________________________________
Signature: _______________________________________________________________
Print Name: _________________________________________ Date: _______________
Agreement Terms & Conditions Compliance Checklist
# Title Comply Exception Not
Comply
1. Most Favored Nations
2. Fiduciary and Investment Advisor Status
3. Discharge of Duties
4. Disclosure
5. Subject to Funds Availability
6. Termination of Convenience
7. Termination for Cause
8. Assignment and Subcontracting
9. Nondiscrimination
10. Records
11. Monitoring
12. Strict Performance
13. Independent Contractor
14. Limitation of Liability
15. Hold Harmless
16. Debarment and Suspension
17. Force Majeure
18. County, State and Federal Compliance
19. Governing Law
20. Confidentiality of Records
21. Public Records
22. Integration
For all items marked as “Exception” in the Contract Terms and Conditions Compliance Checklist, a proposer must fully explain the exception on the Exception Explanations form below.
Exception Explanations # Title Explanation of Exception
Agreement Terms & Conditions Compliance Checklist
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