File #: 15-4091    Version: 1 Name: Sycamore Advisor, Indianapolis, Indiana
Type: Contract Status: Approved
File created: 6/17/2015 In control: Board of Commissioners
On agenda: 7/1/2015 Final action: 7/1/2015
Title: PROPOSED CONTRACT Department(s): Cook County Bureau of Finance Vendor: Sycamore Advisor, Indianapolis, Indiana Request: The Chief Financial Officer respectfully is requesting approval of a contract with Sycamore Advisor to provide Independent Registered Municipal Advisors (IRMA) services. Good(s) or Service(s): Financial Advisory Services Contract Value: Not to exceed $100,000.00 Contract period: 1 year from the time of Board Approval with 1 year option to extend Potential Fiscal Year Budget Impact: FY2015$ = 60,000.00 & FY2016 = $40,000.00 Accounts: N/A Contract Number(s): 15-21-002 Concurrences: N/A Summary: Sycamore Advisors will provide the County IRMA services, as the result of new Securities and Exchange Commission rules regarding local governments. The new IRMA rules codify fiduciary duty that financial advisors have to municipal clients when it comes to debt related matters.
Indexes: (Inactive) IVAN SAMSTEIN, Chief Financial Officer, Bureau of Finance

title

PROPOSED CONTRACT

 

Department(s):  Cook County Bureau of Finance

 

Vendor:  Sycamore Advisor, Indianapolis, Indiana

 

Request: The Chief Financial Officer respectfully is requesting approval of a contract with Sycamore Advisor to provide Independent Registered Municipal Advisors (IRMA) services.

 

Good(s) or Service(s):  Financial Advisory Services

 

Contract Value:  Not to exceed $100,000.00

 

Contract period:  1 year from the time of Board Approval with 1 year option to extend

 

Potential Fiscal Year Budget Impact:  FY2015$ = 60,000.00 & FY2016 = $40,000.00

 

Accounts:  N/A

 

Contract Number(s):  15-21-002

 

Concurrences:                     

N/A

 

Summary:  Sycamore Advisors will provide the County IRMA services, as the result of new Securities and Exchange Commission rules regarding local governments. The new IRMA rules codify fiduciary duty that financial advisors have to municipal clients when it comes to debt related matters.

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