Specifications include, but are not limited to:This RFP seeks to retain the services of one Special Counsel firm to provide legal representation, assistance and advice with respect to the OST’s investment, banking and cash management obligations and services as more specifically detailed below. The Vendor should be prepared to offer the following services: A. General. The Vendor will be expected to familiarize itself with the OST’s investment, banking and cash management operations, systems, and policies, as well as the legal obligations, duties and responsibilities of the OST and the Board without cost. B. Specialized Legal Memoranda: Upon request, the Vendor shall research and prepare specialized legal memoranda regarding various banking and investment matters, including but not limited to analyzing the existing status of the State’s collateral arrangements, range of means to effect collateral arrangements and perfection of security interests in different arrangements. C. Transactional Documents. Upon request, the Vendor shall prepare, draft and negotiate on behalf of the OST the terms and conditions for current and upcoming banking services and investment manager contracts, requiring both expertise and current familiarity with the market, and provide advice to the OST regarding same (“Transactional Documents”). D. Governance and Policy Documents. Upon request, the Vendor shall review and draft governance documents and Investment Policy Statements regarding the Board.
