Legislation Details

File #: 25-2880    Name:
Type: Other Status: Consent Agenda
File created: 3/17/2025 In control: City Council
On agenda: 3/27/2025 Final action:
Title: AUTHORIZATION FOR THE MAYOR TO SIGN AN AGREEMENT WITH PUBLIC TRUST ADVISORS, LLC. - RFP 25.001 Investment Advisor Services
Sponsors: Finance
Attachments: 1. RFP 25.001 - Investment Advisor Services - Agenda Backup ADA
Date Action ByActionResultAction DetailsMeeting DetailsVideo
No records to display.

Title

AUTHORIZATION FOR THE MAYOR TO SIGN AN AGREEMENT WITH PUBLIC TRUST ADVISORS, LLC. - RFP 25.001 Investment Advisor Services

 

Body

NOTE: In accordance with Resolution No. 22-20 and Section 287.057 Florida Statutes (Procurement of Commodities or Contractual Services), an Evaluation Committee has met, reviewed, and ranked proposals and an agreement is ready to be signed with costs based on RFP 25.001 and charged to the appropriate accounts. The proposed agreement has been reviewed by the City Attorney's office.

 

Recommendation

ACTION: (Approve - Deny) Authorization to enter into an agreement with Public Trust Advisors, LLC. for Investment Advisor Services at costs based on the proposer's submittal, for a five (5) year period, with two (2) additional two (2) year extension renewal periods.