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File #: 24-0873    Version: 1 Name: Assignment and Assumption, and First Amendment for F002061
Type: CC- Consent - Resolution Status: Agenda Ready
File created: 11/14/2024 In control: City Council
On agenda: 12/10/2024 Final action:
Title: RESOLUTION - ASSIGNMENT AND ASSUMPTION OF PROFESSIONAL SERVICES AGREEMENT F002061 AND FIRST AMENDMENT TO AGREEMENT WITH U.S. BANCORP ASSET MANAGEMENT, INC. FOR INVESTMENT ADVISORY SERVICES RECOMMENDATION: It is recommended by the Finance Department that the Council, by two separate resolutions: 1) approve the Assignment and Assumption of Professional Services Agreement Number F002061 and Consent to Assignment; and 2) approve the First Amendment to Professional Services Agreement Number F002061 with U.S. Bancorp Asset Management, Inc., a Delaware Corporation, dba PFM Asset Management, for investment advisory services with the City of Santa Rosa, extending the term for five years, through October 1, 2029, and increasing compensation by $1,720,000 for a total not-to-exceed amount up to $3,220,000.
Sponsors: Finance
Indexes: Not a Project
Code sections: 15061(b)(3) - General Rule Exemption, 15378 - Not a Project
Attachments: 1. Staff Report, 2. Attachment 1 - Investment Policy, 3. Resolution 1- Assignment & Assumption and Consent to Assignment, 4. Exhibit A (Reso 1) – Assignment & Assumption and Consent to Assignment, 5. Resolution 2 – First Amendment to F002061Resolution PSA, 6. Exhibit A (Reso 2) - First Amendment to F002061
Related files: 19-0680, 23-0609
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