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<br />" <br /> <br />investment policy, the management of appropriate fund options, and asset classes, <br />etc.; <br /> <br />. <br /> <br />After developing Plan parameters perform interviews with management and specific <br />agencies or groups as directed by Plan Administrator or Investment Committee; <br /> <br />Review of the universe of vendors in the marketplace to determine which would be <br />appropriate candidates for the Client's Plan as identified by Plan Administrator and <br />Investment Policy. BSFG shall identify a minimum of 8 - 10 providers. <br /> <br />Provider Analysis, which entails a compilation of the RFP responses; summarized <br />into a presentation and Initial Vendor Spreadsheet incorporating a review of the <br />provider's recordkeeping I administration capabilities; investment offerings; and <br />education I communication abilities. The Analysis is presented to Client's Plan <br />Administrator committee so that the search may be narrowed to providers for formal <br />Provider Analysis. <br /> <br />COMPENSATION <br /> <br />City shall pay, and Consultant shall accept as total payment for all services and costs of <br />preparing the two comprehensive quarterly investment analyses, a fee of $2500 for each such <br />analysis. <br /> <br />City shall pay, and Consultant shall accept as total payment for all services and costs <br />relating to preparation, dissemination and preliminary review or responses to the Request for <br />Proposal a fee of $5,000. <br /> <br />Total compensation for all services provided pursuant to this Agreement shall not exceed <br />$10,000.00. <br /> <br />8 <br />