Item C21
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: December 18,2002
Bulk Item: Yes X No
Division:
Department:
Management Services
Administrative Services
AGENDA ITEM WORDING:
Approval to solicit a request for qualifications for services related to financial planning and policy
development and services related to debt issuance.
ITEM BACKGROUND:
Public Financial Management has been the county's financial advisor since 1986. The current
agreement is for $2,500 per month for unlimited financial planning and policy development.
Additional charges apply for debt transactions and special services.
PREVIOUS REVEL ANT BOCC ACTION:
The current agreement for services was approved on 6/16/93. It has been extended many times, the last
extension was approved on 2/13/02.
CONTRACT/AGREEMENT CHANGES:
N/A
ST AFF RECOMMENDATIONS:
Approval
TOT AL COST:
N/A
BUDGETED: Yes
No
COST TO COUNTY: N/ A
REVENUE PRODUCING: Yes
No X AMOUNT PER MONTH
Year
DIVISION DIRECTOR APPROVAL:
OMB/Purchasing ~ Risk Management _
=~~~
James L. Roberts
APPROVED BY: County Atty _
DOCUMENTATION:
Included
To Follow
Not Required_X_
DISPOSITION:
AGENDAITEM#~
Revised 2/27/01