ATTACHMENT_11_-_RTM_RFP_25-002_-_EXCEPTIONS.xlsx

The file ATTACHMENT_11_-RTM_RFP_25-002-_EXCEPTIONS.xlsx appears to be an exceptions tracking document for the City of Phoenix Retirement Office's Request for Proposal (RFP RTM 25-002) for Legal Counsel Services for the Fire and Police Pension Boards. The RFP seeks qualified law firms to provide independent legal services for a five-year contract beginning approximately November 1, 2025. The solicitation was released on August 26, 2025, with questions due by September 5, 2025, and proposal responses required by September 19, 2025, at 2:00 pm. Legal services will include attending board meetings, providing comprehensive legal advice, conducting litigation services, reviewing meeting materials, and ensuring compliance with open-meeting laws.

The procurement allows for multiple contract awards and includes specific provisions for Disadvantaged Business Enterprise (DBE) and Small Business Participation. Contractors must track and report DBE and small business participation, using good faith efforts to promote their involvement. The compensation structure permits billing for multiple attorneys at hourly rates, with firm associates allowed to work on research-related tasks at lower rates. Routine meeting preparation is capped at six hours per board meeting. Evaluation criteria will be points-based, with 500 points (50%) for qualifications and experience, 400 points (40%) for method of approach, and 100 points (10%) for pricing proposal. Key qualifications include being licensed to practice law in Arizona, having at least ten years of experience representing Arizona Public Safety Personnel Retirement System Local Boards, and demonstrating extensive knowledge of Arizona Revised Statutes and retirement system rules.