IN WITNESS WHEREOF, the Commonwealth of Pennsylvania, acting by and through the Pennsylvania Municipal Retirement System, and [XXXXXX], have caused this Contract to be executed on the date and year above written. FOR [XXXXXX],: FOR COMMONWEALTH OF PENNSYLVANIA, acting by and through the PA Municipal Retirement System BY: ________________________________ BY:________________________________ Print Name:__________________________ Date:_______________________________ Date:_______________________________ Federal Tax ID:_______________________ APPROVED AS TO FORM AND LEGALITY: ____________________________________ PMRS Chief Counsel Date ____________________________________ Office of General Counsel Date ____________________________________ Office of Attorney General Date
APPENDIX D INVOICE FORMAT (TIME SUMMARY) LAW FIRM: (LAW FIRM) ADDRESS: (ADDRESS) PHONE: (PHONE) COMMONWEALTH OF PENNSYLVANIA (CLIENT #): (MATTER#) (PMRS) DATE:(DATE) (PMRS ADDRESS) INVOICE NO.: (INVOICE #) ATTN: (NAME OF CHIEF COUNSEL OR ATTORNEY MONITORING THE SERVICES PERFORMED) REGARDING: (MATTER) TOTAL FEES FOR PROFESSIONAL SERVICES RENDERED FROM (DATE) THROUGH (DATE) ATTORNEY RATE HOURS TOTAL:
whether by the firm or provided by third-party vendors. OGC will not pay for any such programs without advance approval. Many internal Commonwealth documents are confidential or protected by privilege. Accordingly, the responsible OGC attorney may require that a Confidentiality Agreement and/or Protective Order be secured to insure that the confidential nature of the information is maintained. Expert Witnesses or Consultants Where outside counsel determines that an expert witness or a special consultant is necessary for any matter, the responsible OGC attorney must be consulted prior to any engagement, and prior written approval must be obtained. In making such recommendation, outside counsel should provide the responsible OGC attorney with a written description of the study or testimony the expert is expected to provide, the expert’s qualifications, the rationale for using an expert in the matter and an estimate of the expert’s fees and expenses. As with your firm’s staffing and time on any matter, OGC expects that recommendations concerning the use of expert witnesses and consultants will be at appropriate levels for the risk and exposure involved in the matter. Negotiations, Settlements and Appeals The decision to try, settle or appeal a case rests solely with OGC. All settlement opportunities and demands must be brought promptly to the attention of the responsible OGC attorney, along with your recommendations. Under no circumstances should your firm agree to settle any case on the Commonwealth’s behalf, enter into a consent decree or stipulation, release any substantial right, or otherwise commit the Commonwealth on any issue without OGC’s prior approval. BILLING REQUIREMENTS In General Billing invoice requirements have been developed to clearly advise you as to how OGC would like the bills submitted. Specific provisions are set forth in your Contract for Legal Services, and the format that should be used in invoice preparation is set forth at Appendix D to that document. These requirements must be followed with respect to all bills unless the responsible OGC attorney has pre- authorized another arrangement. OGC expects that any firm retained to perform services on behalf of OGC will accomplish its goals and objectives in a manner that maximizes value and minimizes expense without sacrificing quality. Compensation arrangements are set forth in the Contract for Legal Services. If OGC inadvertently pays an invoice, which on review does not comply with the Guidelines, OGC retains the right to obtain reimbursement of such payment.