Legal Counsel and Executive Secretary Services

The vendor is required to provide legal counsel and executive secretary services for ensuring that public funds are not invested in entities barred by state law.
1. Legal counsel responsibilities:
•    Provide comprehensive legal advice to agency on all matters related to investment restrictions, prohibited entities, agency policies and bylaws, and compliance with applicable state and federal laws and regulations
•    Draft, review, and interpret legal documents, resolutions, and policies 
•    Research and analyze applicable state and federal laws, regulations, and court decisions affecting agency operations 
•    Advise on legal issues related to prohibited investment determinations for companies that boycott Israel, Iran-restricted companies, expatriated entities, restricted companies, and companies contracting to shelter migrant children 
•    Represent agency during the quarterly meetings and coordinate with interested stakeholders and appellant counsel when necessary 
•    Ensure compliance with all applicable legal requirements and ethical standards
2. Executive secretary responsibilities:
•    Serve as the primary administrative officer for agency
•    Coordinate and manage agency meetings, including scheduling, preparation of agendas, required notices, meeting materials, minutes, and the management of agency website
•    Maintain official agency records and documentation
•    Coordinate communications between agency members, staff, and external stakeholders
•    Oversee administrative operations and ensure efficient agency functioning
•    Manage agency correspondence and official communications
3. Legislative and regulatory compliance:
•    Monitor and track relevant state and federal legislation affecting investment policy and agency operations
•    Analyze proposed legislation and assess potential impacts on agency authority and responsibilities
•    Provide regular updates to agency on legislative developments
•    Coordinate with state agencies and legislative staff as needed
•    Ensure compliance with evolving legal requirements and mandates
4. Open government compliance:
•    Ensure full compliance with the state open meetings act including proper notice requirements, meeting procedures, and executive session protocols
•    Manage freedom of information act (FOIA) requests and ensure timely, compliant responses
•    Maintain transparency in agency operations and public access to records
•    Coordinate with the office and other relevant government offices
•    Provide training and guidance to agency members on requirements.