HomeMy WebLinkAboutMINUTES - 01221991 - FC.1 TO: BOARD OF SUPERVISORS Contra
.�
FROM:
Finance ';Committee
Costa
I •� -�� ';•
nl is
County
DATE: January 22, 1991
4°
SUBJECT: ESTABLISHMENT OF A QUALIFIED ADVISORS' LIST
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION•
Designate the firms, as listed in the attachment, as qualified
for inclusion in an Advisors' List for potential selection in
future issuances of tax allocation bonds for redevelopment areas.
BACKGROUND:
The County Redevelopment Agency is contemplating future issuances
of tax allocation bonds to finance public improvements within
designated Redevelopment Project Areas. Pursuant to established
Board of Supervisors ' procedures, staff has requested Statements
of Qualifications from prospective financial advising firms,
investment banking firms and bond counsel firms for use in said
transactions. The attached tables summarize the general
information provided in the Statement of Qualifications:
Table 1 Financial Advisors
Table 2 Investment Bankers
Table 3 Bond Counsel
Based on a review of the Statements of Qualifications, all of the
firms have experience in the transaction area or have personnel
who have such experience. Therefore, staff is recommending that
each of the firms be designated for inclusion on a Qualified
Advisors' List.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMI S A RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTH r----- ���
SIGNATURE(S): ob o er Tom Torlakson
ACTION OF BOARD ON January 22 1991 APPROVED AS RECOMMENDED X OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
X UNANIMOUS(ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
CC: County Redevelopment Director ATTESTED " eZ 99
County Counsel PH BATCHELOR, RK OF THE BOARD OF
County Administrator SUPERVISORS AND COUNTY ADMINISTRATOR
BY DEPUTY
M382 (10/88)
-2-
The Agency does contemplate one or more financings in 1991;
therefore, a process for designating advisors will be undertaken
in the near''' future. A committee consisting of the County
Auditor-Controller, County Treasurer-Tax Collector, Deputy County
Administrator„ for Capital Projects and the Director of
Redevelopments will review the Qualifications and such additional
information as is determined necessary and submit recommendations
to the Internal Operations Committee and Finance Committee for
designation of financial advisors, investment bankers and bond
counsel.
�i
f
T
F A
,y, W
3 � A A
F
O acs O CO
Xp N N A r
fD °
-d
Krn
%
n A
T'
7O O r
C
Z r N
7 W 1 N W * ^'
0
-p r
O A N O O
A 3 Z N r
o in
0 0
s o 0
A y
@_ R N
@
tp Y j p C') Z
O
c ' x n
a
= m
r m A
La
3 0
o
3
A
N
� 3
A W
N to
f
W
z ^'
x x
x x °
it 1F S C 0) 3 0 3 r D CD L C) 0 m n n a) -n
� K 7 f0 3 f0 ^ 'O <a 7 - CDD 3
O O ro s ro @ d @ d s m3
-7 i Ro 7 7 '7 7 rt 7 3 CT £ CL @ v
w Ro M. rt ro @ W O `G 7 @ 0 7
0 7 0 c) < It of a' •, n -7 z W w of �. A m
0 O 0 0 ro w to O O O d -I 61 @
rt =r - Co
0 � awi m 0 @ ° U) vi 'D
N @ O d O' •- n K O 0 -t. N
CL n 0
@ M m -1
.(a ?rot m X
rt c� a
J J m
Z D 4
0 N W W 4L N W ..a -+ W W ...+ W N N W _' N miF w
O -
7 N D N N L N N r r N to to to Vf Vf Vf V} r to v1 r O 7, ^i
rt rt of m Os w 0 4 O O of w w a7 w w 0 O 0 N O _ A
a p 7 Wr
O 7. T '*� c 'n '•+7 a A < m
y 7 rt n -1 rt '1 7 7 7 of n n -1 n -i -e 7 @
N
It N o1 al D) N 10 W m D) d O/ N 41 d (o N N O N 0 N
@ y 7 7 t'f 7 7 @ @ W 7 7 7 7 7 7 7 @ 7 7 z O •'t
m n 2 n@ @@@ n n rs n@ n@ M a
0 0 0 m 0 0 tq U} O 0 0 0 0 0 0 0 t/y it m 7
'a O O O O 0 O O O O O O O O
cn I N
"@7 0_ n N G 0 Z rM = W 7c Z 3 3 3 = CL W C) W 7
CL 3' c o w = o @ o ff 7 O m o w m @ @ a x
m p 7 6t 7 JY 3 LT 's It 0 r -7 n e o Z @
3 -1 O_ 7 Q �n r+ , of J j @ 7C
r7i @ ID v@ = 0 @ 0 7 N =r S =r f - n m N
@ iCD w 7 N O rD 7 7 rt A @ 7 @ ;o
-w o - - j 7 - - 7 7 V m o N .< 3 - v; m - O
O c z 7c - x n w - - �, v N - @ 7o 0 C'1 z
-7 `O O �• 3 o ro @ N O T c
N r S N = 2: < 0 @ @ A
3 @ fli a} -A S 0 O • m 7 C)
C O 'f - tG -w N 7C 7. 7 0 C
9 rt ro '1 @
@ Vtfi 3 60 O -1 @ 7 rt 3 rt
< O @ @ 0 -1 01 7 0' N 7 N 0 Z
0 R •< CL 0 - ro T m -1 ., w ••.�
O 7 L R r - o O = @ rt c- ro
C rt woo 4 -i tC C • s � 7 3 o
+ 0 - x 3 0 0 0 s v, ro w @@
-w 4 of C) W 3 rt 'j O 7 @ y rt
-1 = -, rt -1 V -7 O1 D D of 7 rt
.n N N O O 7 O rt O O O @
-00 N N ,7�It 0'r N Q m N N K O
• N x C 7 0
ro A w =
x r o @ 7
O t7
7 r 7
O
0 x
O
It
x x x x x x
w w
m
w
z m
x x x x x x x x x x x x x 4
70 'o C) 0 z 3c ;,K C- S s x n m m >
0
C., r (D 39
a) n w (1) m Nm
2 X < 30 0 0
3 0 w fM
0
c eo c m > M
Ic
w 2L
M 0 Q
(n tD (1f
0 0
z C4.
O Of
fA
rt m
m
x "V
'a m
m ID
2. m a x
m >
D 0
N %A N W N W m
ip
m 0 0
ry 0 r- r- w C4 r- T- 0 to 0 C 0 r- r- M to r a m
O 0 0 0 m 0 0 w w w 0 0 0 0 M M 0 >
'D 0 cn 0 3 0 0 0 'r 7 x O X 0 N 7 7 0 >V 0 r—
03
r+ >
2. > > > > < 7 m
to to CD w En
m m D 0 0
'04 m ro2. 2. M
2. 0. w
O 0000 0 00 OWMn o EA
n n
0 0 0 0 0 0
W c
4
p 1C 70 N Ci 03 > go S — M 1 =
O. o o -3 c 0 =r (D M M to as Os m > m
o n 3c
7r o s
m
to rr N NO 19
9 " .7 0
po iv - - Z, ? 0 0
Z 9 (on Ic > MO --q 00- 03 r,
0) C " OOMM = Bfn =r7,rno >
"I V) N 0 0 — l< -+. r)
r+ 2. 0 r+
9: F 1 9 a
7K 0 n
0 :3
0 0 '7 z
2. 3 0
m K
rt '7 or)
ID
<
0 w
w
a) rr Or K
0
0
W 7r M rr
0 m
rf0
r+
.II tD
2.
m
to
x x x
m x
w
m
3c
m
x x x x x x x x x 0