HomeMy WebLinkAboutMINUTES - 10141997 - C60 49
4 Contra
TO: BOARD OF SUPERVISORS
Costa
County
FROM: Dennis M. Barry, AICP r ` °"�J
Interim Community Development Director
DATE: October 14, 1997
SUBJECT: Qualified Advisors (Underwriters) - Multi-Family Housing Bond Issues
SPECIFIC REQUEST(S) OR RECOMMENDATIONS(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATIONS
ADD E. Wagner & Associates to the County's list of qualified financial advisors for land
secured bond financings.
FISCAL IMPACT
None.
BACKGROUND/REASONS FOR RECOMMENDATIONS
On January 30, 1990 the Board of Supervisors adopted revised policies and procedures for
the award of contracts for financial advisors, investment bankers and bond counsel for County
capital financing. Pursuant to those January 30, 1990 procedures, the Board of Supervisors
established a list of qualified investment bankers.
The firm of E. Wagner & Associates has requested and submitted their credentials for
inclusion on the County's list of qualified investment bankers for land secured issues (Mello-
Roos Community Facilities Districts, Assessment Districts, etc.).
Staff has reviewed their credentials and find them to be acceptable, and recommends their
inclusion as qualified advisors.
CONTINUED ON ATTACHMENT: YES SIGNATURE:
i
RECOMMENDATION OF COUNTY ADMINISTRATOR ECOMMDATION OF BO D
COMMITTEE APPROVE OTHER
SIGNATURE(S): 7
ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A
UNANIMOUS (ABSENT ) TRUE AND CORRECT COPY OF AN
AYES: NOES: ACTION TAKEN AND ENTERED ON THE
ABSENT: ABSTAIN: MINUTES OF THE BOARD OF
SUPERVISORS ON THE DATE SHOWN.
Source: Jim Kennedy
335-1255
cc: Community Development ATTESTED najAj,.,,L (� 19�7
County Administrator PHIL BATCHELOR, CLERK OF
County Counsel THE BOARD OF SUPERVISORS
Auditor-Controller AND COUNTY ADMINISTRATOR
Treasurer-Tax Collector
Public Works
via Community Development BY DEPUTY
E. Wagner & Associates
JK:Ih
sra27/wagner.bos