ATTACHMENT_11_-_RTM_RFP_25-002_-_EXCEPTIONS.xlsx

The file is an attachment to a Request for Proposal (RFP RTM 25-002) for Legal Counsel Services issued by the City of Phoenix Retirement Office on behalf of the Fire Pension Board and Police Pension Board of the Public Safety Personnel Retirement System. The solicitation seeks qualified law firms or attorneys to provide independent legal services for a five-year contract beginning approximately November 1, 2025. The legal counsel will be responsible for attending board meetings, providing comprehensive legal advice, conducting litigation services, reviewing meeting materials, and ensuring compliance with open-meeting laws. The RFP 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.

The evaluation will be points-based, allocating 500 points (50%) to qualifications and experience, 400 points (40%) to method of approach, and 100 points (10%) to pricing. 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. The solicitation includes provisions for Disadvantaged Business Enterprise (DBE) and Small Business Participation, requiring contractors to track and report DBE involvement. The RFP allows for multiple contract awards and will evaluate vendors based on technical capability, manpower availability, safety record, and complaint history. While specific budget ranges are not explicitly stated, the compensation exhibit permits billing for multiple attorneys at hourly rates, with routine meeting preparation capped at six hours per board meeting.