Renewal - Municipal Advisor Pool to 2.28.25.pdf
PDF 103 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 of Renewal from the Governor's Office of Management and Budget (GOMB) regarding their qualified pool of municipal advisors to assist GOMB in the issuance of State debt instruments. The initial pool was established in February 2020 through a Request for Proposal (RFP) process and had a three-year term expiring on February 13, 2023, with an option to renew for up to four additional years. Pursuant to the RFP, GOMB has renewed the qualified pool for a term expiring on February 28, 2025. The renewed pool consists of the following firms: Acacia Financial Group, Inc., Columbia Capital Management LLC, PFM Financial Advisors, LLC, Public Resources Advisory Group (PRAG), and Sycamore Advisors LLC. Firm Swap Financial Advisors, LLC has been removed from the pool due to the dissolution of the firm.
The renewed pool will be subject to the same terms and conditions as described in the original RFP. The listing of qualified firms is in no particular order, and the firms are not guaranteed to be selected to assist in any given transaction during the term of the pool.
View the file
Other files
| File | Type | Posted |
|---|---|---|
| Renewal - Municipal Advisor Pool FY23.pdf | ||
| 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 |
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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 renewed the qualified pool of municipal advisors for a term expiring on August 30, 2024. At the same time, previously qualified firm Swap Financial Advisors, LLC was removed from the pool of qualified municipal advisors due to the dissolution of the firm.
Pursuant to paragraph F.1.2. of the RFP, GOMB hereby renews the qualified pool of municipal advisors for a term expiring on February 28, 2025. 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 – 8/31/2024 to 2/28/2025 Acacia Financial Group, Inc.
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 612 E. 13th Street Indianapolis, IN 46202
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