Jackson County Missouri - File #: 19226

• File #: 19226
• Version: 0
• Name: financial advisory services - Ameritax Investment Corp.
• Type: Resolution
• Status: Passed
• File created: 7/28/2016
• In control: Finance and Audit Committee
• On agenda: 8/1/2016
• Final action: 8/15/2016
• Title: A RESOLUTION awarding a contract with two twelve-month options to extend on Request for Qualifications 75-15 for the furnishing of financial advisory services for use by the Finance and Purchasing Department to Ameritas Investment Corporation of Kansas City, Missouri, at a cost to the County in 2016 not to exceed $25,000.00.
• Sponsors: Dennis Waits
• Indexes: FINANCE & PURCHASING DEPARTMENT, FINANCIAL ADVISOR
• Related files: 19837

Date	Ver.	Action By	Action	Result
8/15/2016	0	County Legislature	adopt	Pass
8/15/2016	0	Finance and Audit Committee	recommend do pass	Pass
8/15/2016	0	County Legislature	Consent Agenda
8/9/2016	0	County Legislature	Go To 2nd Meeting	Pass
8/8/2016	0	Finance and Audit Committee	hold	Pass
8/2/2016	0	County Legislature	Go To 1st Meeting	Pass
8/1/2016	0	County Legislature	assign to committee

IN THE COUNTY LEGISLATURE OF JACKSON COUNTY, MISSOURI


Title
A RESOLUTION awarding a contract with two twelve-month options to extend on Request for Qualifications 75-15 for the furnishing of financial advisory services for use by the Finance and Purchasing Department to Ameritas Investment Corporation of Kansas City, Missouri, at a cost to the County in 2016 not to exceed $25,000.00.

Intro
RESOLUTION NO. 19226, August 1, 2016

INTRODUCED BY Dennis Waits, County Legislator


Body
WHEREAS, by Request for Qualifications (RFQ) No. 75-15, the Director of Finance and Purchasing did solicit the submission of qualifications from firms interested in providing financial advisory services to the Finance and Purchasing Department; and,

WHEREAS, the Director distributed eighteen notifications and received three responses to the RFQ, as follows:
RESPONDER POINTS
Ameritas 100
Kansas City, MO

Springsted 90
Kansas City, MO

Columbia Capital 80
Overland Park, KS

and,

WHEREAS, the proposals submitted were evaluated on the basis of responsiveness to the scope of services, qualifications, experience, approach, and references; and,

WHEREAS, following evaluation of the proposals, the Director of Finance and Purchasing has recommended the award of a contract with two twelve-month options to extend for these services to Ameritas Investment Corporation of Kansas City, Missouri; and,

WHEREAS, the Director of Finance and Purchasing recommends that the award be made pursuant to section 1054.6 of the Jackson County Code, 1984, to Ameritas Investment Corporation of Kansas City, MO, at a cost to the County not to exceed $25,000.00; now therefore,

BE IT RESOLVED by the County Legislature of Jackson County, Missouri, that the County Executive be and hereby is authorized to execute for the County an Agreement with Ameritas Investment Corporation, in a form to be approved by the County Counselor; and,

BE IT FURTHER RESOLVED that the Director of Fina...