Created : September 07, 2013 at 05:24 AM
July 23, 2013
Status:
Approve RFP recommendations as stated on the attached award recommendation and Agreement with Public Financial Management, Inc.
RFP: 14-008V; TITLE: Financial Advisory Consultant Services; CONTRACT PERIOD: July 23, 2013 through June 30, 2016; LOCATION: Treasurer's Office; AMOUNT: N/A; M/WBE VENDORS: Includes an award recommendation to one certified M/WBE Vendor: Fidelity Financial Services, L.C. (Co-Consultant) African-American M/WBE: Fort Lauderdale, FL)
Financial Advisory Consultant Services are used to provide financial advisory services for the issuance of General Obligation and other bonds, Certificate of Participation (COPs), short/long term notes, and refinancing of debt to provide financing for the District's facilities. This consultant service provides financial advisory services in connection with anticipated District financings.
Fees will be paid from proceeds of financings completed. There is no financial impact to the District at this time.
This Agreement has been reviewed and approved as to form and legal content by the Office of the General Counsel.
There is no financial impact to the District at this time.
Requested Action
Approve RFP recommendations as stated on the attached award recommendation and Agreement with Public Financial Management, Inc.
RFP: 14-008V; TITLE: Financial Advisory Consultant Services; CONTRACT PERIOD: July 23, 2013 through June 30, 2016; LOCATION: Treasurer's Office; AMOUNT: N/A; M/WBE VENDORS: Includes an award recommendation to one certified M/WBE Vendor: Fidelity Financial Services, L.C. (Co-Consultant) African-American M/WBE: Fort Lauderdale, FL)
Summary
Financial Advisory Consultant Services are used to provide financial advisory services for the issuance of General Obligation and other bonds, Certificate of Participation (COPs), short/long term notes, and refinancing of debt to provide financing for the District?s facilities. This consultant service provides financial advisory services in connection with anticipated District financings.
Fees will be paid from proceeds of financings completed. There is no financial impact to the District at this time.
This Agreement has been reviewed and approved as to form and legal content by the Office of the General Counsel.
School Board Goals
| Goal 2: Continuous Improvement |
Financial Impact
There is no financial impact to the District at this time.
Source of Additional Information
Ivan Perrone 754-321-0592 Carol Barker 754-321-0506
Associated File Attachments
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RFP 14-008V (Files) | |
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Proposed Agreement (Files) | |
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ExecutedCompleteCopy (Files) |