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| DISCLAIMER - THE INFORMATION PROVIDED HEREIN IS FOR VIEWING PURPOSES ONLY. THE OFFICIAL RECORD IS LOCATED AT LEE COUNTY CONTRACTS MANAGEMENT AT 1500 MONROE STREET, 4TH FLOOR, FORT MYERS FL 33901 |
PROJECT INFORMATION:
|
SOLICIT # |
PROJECT NAME |
**PRE-PROPOSAL DATE & TIME | *RECEIVING DATE & TIME |
|
RFP-08-02 |
Arbitrage Rebate Consulting Services | N/A |
Thursday, December 6, 2007 @ 11:30 a.m. |
Location: *Community Development/Public Works Center, 1500 Monroe Street, 4th FL, Fort Myers, FL 33901
**Pre-Proposal Date & Time: N/A Attendance Sheet Minutes
PRE-BID INFORMATION (N/A):
SCOPE OF WORK: The Lee County Board of County Commissioners is requesting proposals from qualified firms to provide arbitrage rebate calculation consulting services on Lee County's revenue bonds, certificates of participation and commercial paper loans.
CONTACT INFORMATION:
| DEPT/DIV | CONTRACTS INFORMATION |
| Name: Budget Services | Name: Cindy Logan |
| Project Mgr: Jim Lewin | Phone: 239.533.8883 |
| Phone: 239.533.2308 | Fax: 239.485.8335 |
DOCUMENT HOLDERS LIST:
|
Crowe Chizek & Company, LLC |
Oakbrook Terrace, IL |
630.706.2057 |
|
Pinnacle Arbitrage Compliance, LLC |
Dallas, TX |
214.580.1230 |
|
PFM Asset Management, LLC |
Harrisburg, PA |
717.232.2723 |
|
MuniFinancial |
Orlando, FL |
407.352.3958 |
|
Bingham Arbitrage Rebate Services, Inc. |
Richmond, VA |
804.288.5312 |
|
Bond Resource Partners, LP |
Philadelphia, PA |
215.701.5955 |
|
First Southwest Company |
Orlando, FL |
407.426.9611 |
|
Bond Logistix, LLC |
Tampa, FL |
813.286.8540 |
|
Amtec |
West Hartford, CT |
860.523.5112 |
|
Grant Thornton, LLP |
Minneapolis, MN |
612.677.5113 |
ADDENDA ISSUED:
| ONE |
11/28/07 |
FIRMS THAT SUBMITTED PROPOSALS:
|
American Municipal Tax-Exempt Compliance |
Bond Logistix, LLC |
|
Bond Resource Partners, LP |
Crowe Group LLP d/b/a Crowe Chizek and Company, LLC |
|
First Southwest Asset Management, Inc. |
MuniFinancial |
|
PFM Asset Management, LLC |
*SELECTION COMMITTEE MEETINGS:
| PROPOSALS DUE | EVALUATION COMMITTEE MEETING | EVALUATION COMMITTEE MEETING (reconvene) |
|
Thursday, December 6, 2007 @ 11:30 a.m. |
Monday, January 7, 2008 @ 10:00 a.m. |
Friday, January 18, 2008 @ 1:30 p.m. |
Location: *Community Development/Public Works Center, 1500 Monroe Street, 4th FL, Conference Room 4D, Fort Myers FL 33901
FIRMS SELECTED FOR TELEPHONE/ORAL PRESENTATIONS (if applicable):
NOT APPLICABLE
| 1 | MuniFinancial |
| 2 | AMTEC |
| 3 | Bond Logistics |