LTC 084-2009 Evaluation Committee Relative to RFP 11-08/09 for Investment Advisory Services~ ~'~J°ti I ~'~~ ~~'`v'~. ~ E A C I-f zoo9 MAR ~ ~ aM ~ ~ : ~ s
OFFICE OF THE CITY MANAGER
LTC # 084-2009 LETTER TO COMMISSION
To: Mayor Matti Herrera Bower and Members of the City Commission
FROnn: Jorge M. Gonzalez, City Manager
SATE: March 26, 2009
sus~ECT: Evaluation Committee Relative to Request for Proposals (RFP) No. 11-08/09 for
Investment Advisory Services.
The purpose of this LTC is to update the Mayor and City Commission on Request for Proposals
(RFP) No. 11-08/09 and to request approval of the proposed Evaluation Committee.
I am considering appointing the following individuals to serve on the Evaluation Committee on the
above subject RFP:
• Jim Sutter, Internal Auditor, Internal Audit
• Ricardo Montalbano, Financial Advisor to the City of Miami Beach, RBC Dain Rauscher
• Susan Kirkland, Resident and Leadership Academy Graduate
• Tony Rodriguez, Resident, Budget Advisory Committee member and Smith Barney
Senior Vice President -Wealth Management Financial Advisor.
• Georgie Echert, Assistant Director, Finance Department
I would appreciate your comments and/or suggestions by Friday, April 3~d, 2009.
Thank you.
C: Gus Lopez, Procurement Director
Robert Parcher, City Clerk
F:\PURC\$ALL\Maria\RFP'S\08-09\RFP11-08-09 Investment Advisory\Evaluation Committee\LTC .doc