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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 |
*RECEIVING DATE & TIME |
|
CN-08-30 |
Financial Advisor | Tuesday, July 29, 2008 @ 2:00 p.m. |
Location: *Community Development/Public Works Center, 1500 Monroe Street, 4th FL, Fort Myers, FL 33901
SCOPE OF WORK: The Lee County Board of County Commissioners invites Letters of Interest from Consultants to provide professional services for the project known as County Financial Advisor.
| 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:
| NAME | CITY, STATE | PHONE NUMBER |
|
Dunlap & Associates, Inc. |
Fort Myers, FL |
239.639.5201 |
|
RBC Capital Markets |
St. Petersburg, FL |
727.895.8801 |
|
Onvia |
Seattle, WA |
206.373.9500 |
|
Orr Group |
Orlando, FL |
321.332.7179 |
|
Schlager Sonntag & Levin |
Fort Myers, FL |
239.333.0490 |
|
D.A. Davidson & Co. |
Orlando, FL |
407.482.2327 |
|
Estrada Hinojosa & Company, Inc. |
Miami, FL |
214.743.1336 |
|
First Southwest Company |
Aventura, FL |
305.819.8886 |
|
Voyageur Asset Management, Inc. |
Minneapolis, MN |
612.376.7047 |
|
The PFM Group |
Fort Myers, FL |
239.939.3009 |
|
Public Financial Management |
Orlando, FL |
407.648.2208 |
|
Jackson Securities, LLC |
Miami, FL |
305.789.6699 |
|
Institutional Investor |
New York, NY |
212.224.3211 |
|
Sterne Agee & Leach |
New York, NY |
212.763.8213 |
|
Sterne, Agee & Leach, Inc. |
Birmingham, AL |
205.949.3511 |
|
Public Resources Advisory Group |
St. Petersburg, FL |
727.822.3339 |
|
The GMS Group, LLC |
Boca Raton, FL |
561.998.6538 |
|
TD Bank, National Association |
Jacksonville, FL |
904.564.3979 |
|
Public Resources Advisory Group |
Fort Lauderdale, FL |
954.315.1757 |
|
Crowe Chizek and Company, LLC |
Tampa, FL |
813.223.1316 |
|
First Southwest Company |
Dallas, TX |
214.953.8827 |
|
David M. Jones, Jr. & Associates, Inc. |
Fort Myers, FL |
239.337.5525 |
ADDENDA ISSUED:
| ADDENDA # | ISSUE DATE |
|
|
|
FIRMS THAT SUBMITTED LETTERS OF INTEREST:
Crowe Chizek & Company LLC
D.A. Davidson & Co.
Dunlap & Associates, Inc.
First Southwest Company
The GMS Group, LLC
National Minority Consultants, Inc.
Public Financial Management, Inc.
Public Resources Advisory Group
RBC Capital Markets
*COMPETITIVE NEGOTIATION COMMITTEE MEETINGS:
| SHORT-LIST MEETING | WRITTEN MATERIALS DUE | INTERVIEWS/PRESENTATIONS |
|
Tuesday, August 5, 2008 @ 3:00 p.m. |
Tuesday, August 12, 2008 @ 10:30 a.m. |
Thursday, August 14, 2008 @ 9:00 a.m. |
Location: *Community Development/Public Works Center, 1500 Monroe Street, 4th FL, Fort Myers FL 33901
MINUTES OF MEETINGS:
(click to hear recording - please be patient as these are mp3 files and take a moment to load)
FIRMS SELECTED FOR INTERVIEWS/PRESENTATIONS:
| D.A. Davidson & Co |
Dunlap & Associates Inc. |
| First Southwest Company |
Public Financial Management Inc. |
| Public Resources Advisory Group |
|
1. Dunlap & Associates Inc. | |
|
2. Public Resources Advisory Group | |
|
3. D.A. Davidson & Co | |
|
4. Public Financial Management Inc. | |
|
5. First Southwest Company |
CONSULTANT AWARDED: