4. What documents am I, as the lawyer, responsible to prepare/deliver in an Incumbent ReviewSM?

 Incumbent ReviewSM letter to vendor (request for documents, information and revised terms of services )
 Service contract with incumbent vendor
 Minutes of confirmation meeting
 Final opinion to Board regarding fiduciary compliance of process and ultimate terms of engagement (as renegotiated)

Cofi has templates available for all of these documents.

5. What services is Cofi responsible to perform in an Incumbent ReviewSM?

 Supplies templates for all documents required by the lawyer for the lawyer’s functions
 Interacts with incumbent on submission to ensure that all Incumbent ReviewSM responses are clear and represent firm commitments
 Performs market analysis to determine how the breadth of the incumbent’s services compare to the market and how the incumbent’s fees compare to the market.