City of Providence

Procurement
11860

Non-Exclusive Fiscal Advisor for a 3 Year Period With a 3 Year Extension

Information

Department:Office of the TreasurerSponsors:
Category:Purchase-CommunicationFunctions:Communications-Awards

Item Discussion

NON-EXCLUSIVE FISCAL ADVISOR FOR A 3 YEAR PERIOD WITH A 3 YEAR EXTENSION.

Document Comments

Dated October 12, 2016, recommending the following bidders, for Non-Exclusive Fiscal Advisor for a 3 Year Period With a 3 Year Extension, in a total amount not to exceed $50,000.00. (Minority Participation is 0%) (101-209-52205 or 101-102-53500 or BOND)

 

First Southwest

PFM

Meeting History

Jul 25, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft
RESULT:APPROVED FOR ADVERTISING [UNANIMOUS]Next: 8/9/2016 2:00 PM
MOVER:Steven Pare, Commissioner of Public Safety
SECONDER:Russell Knight, Director of Public Works
AYES:Luis A. Aponte, John J. Igliozzi, Lawrence J. Mancini, Steven Pare, Xaykham Khamsyvoravong, Russell Knight, James J. Lombardi, Alan Sepe, Michael D'Antuono
ABSENT:Jorge O. Elorza, Bryan Principe
EXCUSED:Nicholas J. Hemond
Aug 9, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft

PFM Financial Advisors, LLC

10 Weybosset Street, Suite 902 99 Summer Street, Suite 1020

Providence, RI 02903 $25,000.00 Boston, MA 02110

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FirstSouthwest, a Division of Hilltop Securities inc.

12 Breakneck Hill Road, Suite 200

Lincoln, RI 02865 Unit Price

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RESULT:REFERRED BIDS TO CITY CLERK [UNANIMOUS]Next: 10/17/2016 2:00 PM
MOVER:Russell Knight, Director of Public Works
SECONDER:Jorge O. Elorza, Chairman
AYES:Jorge O. Elorza, John J. Igliozzi, Lawrence J. Mancini, Xaykham Khamsyvoravong, Russell Knight, James J. Lombardi, Alan Sepe
ABSENT:Luis A. Aponte, Bryan Principe, Steven Pare, Michael D'Antuono, Nicholas J. Hemond
Oct 17, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft
RESULT:CONTINUED [UNANIMOUS]Next: 10/31/2016 2:00 PM
MOVER:Xaykham Khamsyvoravong, Chairman, Water Supply Board
SECONDER:James J. Lombardi, City Treasurer
AYES:Jorge O. Elorza, Bryan Principe, John J. Igliozzi, Lawrence J. Mancini, Steven Pare, Xaykham Khamsyvoravong, Michael Borg, James J. Lombardi, Alan Sepe
ABSENT:Luis A. Aponte, Michael D'Antuono, Nicholas J. Hemond
Oct 31, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft
RESULT:CONTINUED [UNANIMOUS]Next: 11/14/2016 2:00 PM
MOVER:Xaykham Khamsyvoravong, Chairman, Water Supply Board
SECONDER:Lawrence J. Mancini, Director of Finance
AYES:Jorge O. Elorza, Bryan Principe, John J. Igliozzi, Lawrence J. Mancini, Steven Pare, Xaykham Khamsyvoravong, Michael Borg, James J. Lombardi, Alan Sepe, Michael D'Antuono
ABSENT:Luis A. Aponte, Nicholas J. Hemond
Nov 14, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft
RESULT:CONTINUED [UNANIMOUS]Next: 11/28/2016 2:00 PM
MOVER:James J. Lombardi, City Treasurer
SECONDER:Steven Pare, Commissioner of Public Safety
AYES:Jorge O. Elorza, Bryan Principe, John J. Igliozzi, Steven Pare, Xaykham Khamsyvoravong, Michael Borg, James J. Lombardi, Alan Sepe, Michael D'Antuono
ABSENT:Luis A. Aponte, Lawrence J. Mancini, Nicholas J. Hemond
Nov 28, 2016 2:00 PM Audio/Video Board of Contract and Supply Regular Meeting
draft Draft
RESULT:APPROVED [UNANIMOUS]
MOVER:Bryan Principe, Chairman, Committee on City Property
SECONDER:James J. Lombardi, City Treasurer
AYES:Jorge O. Elorza, Bryan Principe, John J. Igliozzi, Lawrence J. Mancini, Steven Pare, Xaykham Khamsyvoravong, Michael Borg, James J. Lombardi, Michael D'Antuono
ABSENT:Luis A. Aponte, Alan Sepe, Nicholas J. Hemond