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.

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