RFP – Tax Reclaim Support Services
Proposal Due Date: July 1, 2022 at 4:00 PM PST
The Los Angeles Fire and Police Pension Plan (LAFPP) is a defined benefit public pension plan serving approximately 26,500 active and retired Plan members and beneficiaries. The Plan is directed by the nine-member Board of Fire and Police Pension Commissioners and is administered by the City of Los Angeles’ Department of Fire and Police Pensions.
The Plan’s assets are managed externally by investment management firms and advisors under contract to the Board and monitored by an in-house Investment Staff. The current total value of the pension fund as of March 31, 2022 is approximately $31.2 billion and is custodied by Northern Trust.
The Board is seeking proposals from qualified tax, accounting, legal and/or specialized advisory firms that are qualified and capable of providing certain global tax agent and consulting services to LAFPP. LAFPP is a tax-exempt entity for US tax purposes and therefore is not seeking any services with regard to US tax requirements.
Firms meeting the listed minimum criteria in the Request for Proposal (RFP) are invited to return a completed RFP Questionnaire and supporting documents.
If you would like the Word document for the RFP Questionnaire, please submit a request to Nathaniel Chang (email@example.com).