Renewal - Municipal Advisor Pool FY23.pdf
PDF 104 KB Posted
- Attached to
- Renewal Notice - GOMB Municipal Advisor Pool
- Solicitation number
- 25-507GOMB-MGMTB-B-44509
- Issued by
- Cook County, Illinois
About this file
This document is a notice from the Governor's Office of Management and Budget (GOMB) regarding the renewal of its qualified pool of municipal advisors to assist in the issuance of State debt instruments. Effective February 13, 2023, GOMB is renewing the qualified pool for a term expiring on August 30, 2024, with the removal of the firm Swap Financial Advisors, LLC due to its dissolution. The renewed pool will be subject to the same terms and conditions as the original Request for Proposal. The document lists the firms comprising the renewed municipal advisor pool, which includes Acacia Financial Group, Inc., Columbia Capital Management LLC, PFM Financial Advisors, LLC, Public Resources Advisory Group (PRAG), and Sycamore Advisors LLC.
The firms in the renewed pool are not guaranteed to be selected for any given transaction during the term of the pool. The pricing terms, set asides, and funding requirements are not specified in this document. The document does not provide any additional information about the current environment, incumbent firms, or other salient details beyond the renewal of the qualified municipal advisor pool.
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Other files
| File | Type | Posted |
|---|---|---|
| Proposed Municipal Advisor Pool 2020-2023.docx | DOCX document | |
| MA 2019 RFQ Responses to Questions v4.docx | DOCX document | |
| MA 2019 RFQ final.pdf | ||
| MA 2019 RFQ Addendum 1 FINAL.docx | DOCX document | |
| MA 2019 RFQ final.docx | DOCX document | |
| Renewal - Municipal Advisor Pool to 2.28.25.pdf |
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Text version
Notice of Renewal Governor’s Office of Management and Budget Qualified Pool of Municipal
Advisors
On February 13, 2020, the Governor’s Office of Management Budget (GOMB) announced, pursuant to Request for Proposal 20 OMB 01 (Municipal Advisory Services) (BidBuy solicitation 20-507GOMB-MGMTB- B-11748) (the “RFP”), the firms selected to participate in GOMB’s qualified pool of municipal advisors to assist GOMB in the issuance of State debt instruments. The qualified pool had an initial term of three (3) years, expiring on February 13, 2023, with the option to renew for a term of up to four (4) years.
Pursuant to paragraph F.1.2. of the RFP, effective February 13, 2023, GOMB hereby renews, the qualified pool of municipal advisors for a term expiring on August 30, 2024, with the following modification: prior qualified firm Swap Financial Advisors, LLC, is removed from the pool of qualified municipal advisors due to the dissolution of the firm. The renewed pool will be subject to the same terms and conditions as described in the RFP.
The below listed firms constitute the qualified pool of municipal advisors for the term of the renewal. The listing is in no particular order and qualifying firms are not guaranteed to be selected to assist in any given transaction during the term of the pool.
Renewed Municipal Advisor Pool – 2/13/2023 to 8/30/2024 Acacia Financial Group, Inc., WBE Firm 221 N. LaSalle, Suite 1500 Chicago, IL 60601 Columbia Capital Management LLC 150 N. Michigan Ave., Suite 2800 Chicago, IL 60601 PFM Financial Advisors, LLC 190 S. LaSalle, Suite 2000 Chicago, IL 60603 Public Resources Advisory Group (PRAG) 117 Gayley St., Suite 200 Media, PA 19063 Sycamore Advisors LLC, WBE Firm 612 E. 13th Street Indianapolis, IN 46202
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