Firms/Individuals interested in contracting with LACERS must comply with applicable City and LACERS policies.  These policies include:

Requirements During the Competitive Proposal Process

• Ethical Contract Compliance Policy – This policy prohibits direct marketing to members of the Board or LACERS staff by potential candidates of contract awards during the competitive bid process.
• Third-Party Marketing Compliance Policy – This policy requires disclosure of the identity of the third-party marketers and/or individuals by whom a firm is referred to LACERS, in order for a firm’s investment proposal to remain under consideration.  Firms will be required to indicate those third-party marketers and/or referring individuals that stand to receive fees or other considerations in the event that a contract with LACERS is eventually secured.
• Contractor Disclosure Policy - This new policy would require LACERS Contractors to disclose all potential conflicts of interest issues that may occur after contracts are awarded, and/or during the period of engagement with LACERS.
  Contractor Disclosure Policy Reporting Form (fillable)- this is the official contractor disclosure form to be used by contractors for disclosure requirements purposes (New Disclosure, Bi-annual Disclosure and Annual Disclosure).
• City Lobby Law – Any individual who directly communicates with a City official for the purpose of influencing “municipal legislation” (as defined in the ordinance) and who is compensated to spend 30 or more hours in any consecutive three-month period engaged in lobbying activities must register as a lobbyist with the City Ethics Commission.

Requirements upon Contracting with LACERS

• Investment Policies (Investment-related contracts) – All Investment service providers must comply with LACERS General Investment Policies.
• City Standard Provisions for City Contracts (Non-investment contracts) – The provisions contained within the document are required with every City contract.