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L. Contract for County Financial Adviser - Fishkind and <br />Associates <br />The Board reviewed the following memo dated 10/31/90: <br />TO: Members of the Board <br />of County Commissioners <br />DATE: October 31, 1990 <br />SUBJECT: CONTRACT FOR COUNTY FINANCIAL ADVISOR <br />FISffi0TD AND ASSOCIATES <br />CONSENT AGENDA <br />FROM: Joseph A. Baird <br />OMB Director <br />DESCRIPTION AND CONDITIONS <br />The Office of Management and Budget sent out Request for Proposals for Financial Advisor <br />Services on August 21, 1990 and received four (4) proposals from interested firms. <br />(Several other firms sent letters expressing interest in performing underwriting work for <br />Indian River County rather than the Financial Advisor services.) The four firms that <br />submitted proposals were: <br />1. Meridian Capital Markets, Inc. <br />2. Raymond James and Associates <br />3. A. G. Edwards and Sons, Inc. <br />4. Fishkind and Associates <br />A committee composed of the following individuals was formed to review the proposals <br />and listen to the oral presentations in order to rank the firms: <br />1. <br />Don C. Scurlock, Jr. <br />2. <br />James E. Chandler <br />3. <br />John Morrison <br />4. <br />Charles Vitunac <br />5. <br />Joseph A. Baird <br />After the presentations the committee unanimously ranked Fishkind and Associates as the <br />first choice for Financial Advisor. Second was Raymond James and Associates and third <br />was A. G. Edwards and Sons, Inc. <br />Staff has met with Fishkind and Associates and negotiated a three (3) year contract which <br />is attached. <br />RECOMMENDATION <br />Staff recommends that the Board of County Commissioners approve the attached contract <br />with Fishkind and Associates as Indian River County's Financial Advisor. <br />NOV 6 1990 21 �oC��i V FiII�E 14.eU <br />