File #: 20105    Version: Name: T&S contract for financial advisory services
Type: Resolution Status: Passed
File created: 3/7/2019 In control: Legislature As A Whole
On agenda: 3/11/2019 Final action: 4/15/2019
Title: A RESOLUTION awarding a twelve-month term and supply contract, with two twelve-month options to extend, for the furnishing of financial advisory services for use by the County to George K. Baum of Denver, CO, under the terms and conditions of Request for Qualifications No. 66-18.
Sponsors: Theresa Cass Galvin
Indexes: FINANCIAL ADVISOR, REQUEST FOR QUALIFICATIONS, TERM & SUPPLY CONTRACT
Attachments: 1. 20105bu.pdf, 2. 20105adopt.pdf, 3. 20105 George K Baum.pdf
Related files: 21252, 20846, 20997, 20500

IN THE COUNTY LEGISLATURE OF JACKSON COUNTY, MISSOURI

 

 

Title

A RESOLUTION awarding a twelve-month term and supply contract, with two twelve-month options to extend, for the furnishing of financial advisory services for use by the County to George K. Baum of Denver, CO,  under the terms and conditions of Request for Qualifications No. 66-18.

 

 

Intro

RESOLUTION NO. 20105, March 11, 2019

 

INTRODUCED BY Theresa Galvin, County Legislator

 

 

Body

 WHEREAS, by Request for Qualifications (RFQ) No. 66-18, the Director of Finance and Purchasing did solicit the submission of qualifications from firms interested in providing financial advisory services to the County; and,

 

WHEREAS, the Director distributed twenty-five notifications and received four responses to the RFQ, as follows:

                     RESPONDER                                                                                                                              EVALUATION POINTS

 

 

Springsted                                                                                                                                                                           94.34

St. Paul, MN

                                          

George Baum                                                                                                                                                      92.67

Denver, CO

 

 

PFM

Des Moines, IA                                                                                                                                                      88.33

 

Columbia Capital                                                                                                                                                      85.67

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, pursuant to section 1054.6 of the Jackson County Code, the Director of Finance and Purchasing recommends the award of a twelve-month term and supply contract, with two twelve-month options to extend, for financial advisory services to Springsted Incorporated of St. Paul, MN, as the best proposal received; now therefore,

 

BE IT RESOLVED by the County Legislature of Jackson County, Missouri, that award be made to George K. Baum of Denver, CO, and that the Director of Finance and Purchasing be, and is hereby, authorized to execute for the County any documents necessary to the accomplishment of the award; and,

 

BE IT FURTHER RESOLVED that the Director of Finance and Purchasing is authorized to make all payments, including final payment on the contract, to the extent that sufficient appropriations to any using spending agencies are contained in the then current Jackson County budget.

 

Enacted and Approved

Effective Date:  This Resolution shall be effective immediately upon its passage by a majority of the Legislature.

 

APPROVED AS TO FORM:

 

 

_________________________                                            

Interim County Counselor                                          

 

Certificate of Passage

 

                     I hereby certify that the attached resolution, Resolution No. 20105 of March 11, 2019, was duly passed on April 15, 2019 by the Jackson County Legislature.  The votes thereon were as follows:

 

 

                     Yeas _______5__________                                          Nays _____4________

 

 

                     Abstaining ______0_______                                          Absent ____0________

 

 

 

______________________                                            _________________________________

Date                                                                                                                              Mary Jo Spino, Clerk of Legislature

 

 

Fiscal Note

This award is made on a need basis and does not obligate Jackson County to pay any specific amount.  The availability of funds for specific purchases is subject to annual appropriation.

 

 

 

____________________                                                               _________________________________

Date                                                                                                                              Chief Administrative Officer