LTC 145-2015 Eval Committee Relative to ITN 2015_081_LR Investment Advisory ServicesOFFICE OF THE CITY MANAGFR
LTC # 145-2015
LETTER TO COMMISSION
TO: Mayor Philip Levine and Members of he City Co mission
FROM: Jimmy L. Morales, City Manager
DATE: April 14, 2015
SUBJECT: Evaluation Committee Relative to Invitation to Negotiate (ITN) No. 2015-081-LR, for
Investment Advisory Services (the ITN)
The purpose of this LTC is to update the Mayor and City Commission on the Invitation to Negotiate
(ITN) No. 2015-081-LR, which seeks to establish an agreement with a qualified firm to provide
investment advisory services for the City.
Responsive proposals will be reviewed by the Evaluation Committee in accordance with the criteria
established in the RFP.
I am considering appointing the following individuals to serve on the Evaluation Committee:
• Jim Goldsmith, Resident
• Sanford Horowitz, Certified Public Accountant
• Julie Santannaria, RBC Capital Markets, Financial Advisor
• Allison Williams, City of Miami Beach, Chief Accountant
• John Woodruff, City of Miami Beach, Office of Budget and Performance Initiatives
I would appreciate any comments and/or suggestions you may have by Friday, April 17, 2015.
Thank you.
C: Patricia V. Walker, Chief Financial Officer
Mark Taxis, Assistant City Manager
Alex Denis, Director, Procurement Department
C-)
JLM/ W
FAPURCULL\Solicitations\2015\2015-081-LR Investment Advisory Services\LTC Evaluation Committee.doc