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REQUEST FOR PROPOSALS FOR PENSION FUNDING STRATEGY FOR EMPLOYEE RETIREMENT <br /> <br /> <br /> <br />TABLE OF CONTENTS <br />1. FIRM OVERVIEW & RECENT EXPERIENCE ....................................................................................................... 1 <br />NHA Pension Group Experience ........................................................................................................... 1 <br />Examples of Recent Pension Management Strategy Work .................................................................. 1 <br />Brief Discussion of the City’s UAL, Policy, and Foster & Foster Study .................................................. 4 <br />2. NHA’S ASSIGNED PERSONNEL ..................................................................................................................... 5 <br />3. CONFLICTS OF INTEREST ............................................................................................................................. 6 <br />4. INSURANCE .............................................................................................................................................. 6 <br />5. REFERENCES ............................................................................................................................................. 7 <br />6. COST PROPOSAL ........................................................................................................................................ 8 <br />Preliminary Scope of Work ................................................................................................................... 8 <br />APPENDIX A: CERTIFICATE OF INSURANCE <br />APPENDIX B: WALNUT CREEK PENSION DOCUMENTS <br />APPENDIX C: RIVERSIDE PENSION DOCUMENTS <br />APPENDIX D: SANTA ROSA PENSION DOCUMENTS <br />APPENDIX E: SAUSALITO PENSION DOCUMENTS <br />APPENDIX F: REQUIRED DISCLOSURES <br /> <br /> <br /> <br /> <br />Docusign Envelope ID: BB80A86F-2853-4F40-B02D-18F5B9DD615F