EXHIBIT_A_-_SCOPE_OF_WORK.pdf
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- Attached to
- Local Boards Legal Counsel Services
- Solicitation number
- RTM RFP 25-002
- Issued by
- Maricopa County, Phoenix City, Arizona
About this file
This document is a Request for Proposal (RFP No. RTM RFP 25-002) issued by the City of Phoenix Retirement Department for Local Board Legal Counsel Services for the City of Phoenix Police Pension Board and the City of Phoenix Fire Pension Board, which are part of the Arizona Public Safety Personnel Retirement System (AZPSPRS). The Boards are seeking qualified law firms and attorneys to provide independent legal counsel services under Arizona Revised Statutes, with a comprehensive scope of work that includes advising on federal law compliance, employee benefits plan design, plan document drafting, state statute compliance, disability retirement applications, medical examinations, return-to-work issues, death benefits, retirement option plans, taxation of retirement benefits, and membership categories.
The legal services required encompass providing written recommendations on policy amendments, legal document drafting, benefits administration advice, federal tax matter consultation, legal opinions on benefits and fiduciary duties, and representing the Boards in complex litigation. Additional responsibilities include attending board meetings, monitoring open meeting laws compliance, and providing legal representation for the Boards, their officers, employees, and agents as directed. The proposed legal counsel will be expected to perform comprehensive legal services including investigation, legal research, preparing legal memoranda, drafting pleadings and briefs, and making appearances before administrative tribunals and courts.
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CITY OF PHOENIX
RETIREMENT DEPARTMENT
LOCAL BOARD LEGAL COUNSEL SERVICES
REQUEST FOR PROPOSAL
RTM RFP 25-002
RETIREMENT
OFFICE
EXHIBIT A – SCOPE OF WORK
The City of Phoenix Police Pension Board and the City of Phoenix Fire Pension Board of the Arizona Public Safety Personnel Retirement System (AZPSPRS) seek outside legal counsel experienced in the representation of AZPSPRS Local Boards.
The Boards are seeking proposals from qualified law firms and attorneys to provide specific legal services as independent counsel under Arizona Revised Statutes, Title 38, Chapter 5, Article 4. The services requested are below:
• Advising the Boards on compliance with all applicable federal laws including all qualification issues affecting employee benefits plan design under the Internal Revenue Code.
• Advising the Board concerning drafting and compliance of plan documents, including rules, policies, and procedures.
• Advising the Boards on compliance of AZPSPRS state statutes.
• Advising the Boards when considering an application for one of the four types of AZPSPRS Disability Retirements.
• Advising the Boards regarding medical questions that may be posed by the Boards to a physician conducting an Independent Medical examination of a disability retirement applicant.
• Advising the Boards on return to work after retirement issues of members.
• Advising the Boards considering applications for Line of Duty and Non-Line of Duty Death benefits.
• Advising the Boards on issues pertaining to the Deferred Retirement Option Plan
(DROP).
• Advising the Boards on taxation of AZPSPRS Retirement Benefits.
• Advising the Boards on issues regarding Tier I, II, and III AZPSPRS membership categories.
• Providing specific, written recommendations on amendments to policies and procedures.
• Providing advice, review and drafting services concerning necessary legal documents.
RETIREMENT DEPARTMENT
LOCAL BOARD LEGAL COUNSEL SERVICES
REQUEST FOR PROPOSAL
RTM RFP 25-002
RETIREMENT
OFFICE
• Providing advice, review and drafting services relating to benefits administration.
• Providing sophisticated legal advice on federal tax matters.
• Presenting legal opinions concerning benefits or other legal issues as requested.
• Providing legal opinions on fiduciary duties.
• Assisting in the communication of concerns involving pension fund issues to trustees, staff, consultants, advisors and other parties.
• Attending board meetings at the request of the Boards and the Local Board Secretary, and monitor compliance with open meetings laws.
• Representing the Board in complex litigation regarding plan issues. Counsel shall, upon referral of a lawsuit or other legal matter by either of the Boards, provide any necessary legal representation to the Boards and any of its officers, employees or agents as directed by the Boards.
• Counsel agrees to perform all necessary legal services, including but not limited to investigation, legal research, preparation of legal memoranda, pleadings and briefs and making appearances before administrative tribunals and courts in representing the Boards.
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