Investment, Legislative and Tax Related Legal Services RFP

Investment, Legislative and Tax Related Legal Services RFP

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December 13, 2013

The State Universities Retirement System of Illinois (SURS) requests proposals from private law firms to provide various investment, legislative and tax related legal services for the Board of Trustees and the System. Responding firms must demonstrate experience and expertise in specific legal matters related to:

1. investments (especially the purchase of limited partnership interests in private equity, real estate, hedge funds and other alternative investments);
2. legislative; and/or
                                                      3. tax related matters.

Such matters shall include, but are not limited to, custodian, securities lending, transition management, private equity, real estate, infrastructure, limited partnership representation, legislative drafting, legislative liaison services and tax. Minority-owned and women-owned firms are strongly encouraged to apply.

Note: A firm will be considered if it can provide services in any or all of the three categories of legal services listed above.

Document Name Date Pages
Questions and Answers – Investment, Legislative and Tax Related Legal Services 01/21/14 4
Request for Proposal – Investment, Legislative and Tax Related Legal Services 12/20/13 10
SURS Minority, Women or Disabled Owned Business Verification Form 01/15/14 1
Description Date
RFP issuance on: December  20, 2013
Written questions from respondents must be received by: January 10, 2014
Answers to written questions will be disseminated on: January 24, 2014
Proposals due: February 7, 2014
by 4:30 PM Central Time
Identify firms for further consideration: February 28, 2014
Finalists presentations to Board of Trustees (if needed): March 14, 2014
Preliminary decision announced: March 17, 2014
Contract(s) negotiations begin: March 18, 2014
Contract(s) awarded on: March 31, 2014