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Identification

Reference Number: 22018172
Request ID:
Date First Offered11/04/2009
Title:Financial Advisor - December 2009 Build Illinois Bonds

Agency Reference Number:FA_Dec09 BI Bonds
Agency:OMB - Office of Management and Budget
Purchasing Agency:OMB - Office of Management and Budget
Purchasing Agency SPO:Kevin Hovis

Status: Closed

Overview

Description and Specifications:
The Governor's Office of Management and Budget hereby gives notice that it has awarded a contract to Acacia Financial Group, Inc. ("Acacia"), which was selected from a pool of qualified candidates pursuant to a competitive Request for Proposal process.

Acacia will serve as the financial advisor for the offering of State of Illinois Build Illinois Bonds of December 2009.

Acacia is a female owned business registered with the State's Business Enterprise Program.

Key Information

Notice Type:Contract Award Notice

Published:11/20/2009
Notice Expiration Date:11/27/2009

Professional & Artistic:Yes
Small Business Set-Aside:No

Does this solicitation contain a BEP or DBE requirement?:No

Does this solicitation contain a Veteran requirement?:

Relevant Category:General Services

Total Amount of Award:$145,000.00 (Total Dollar Value Only/Includes Any Renewal Options)
Estimated/Actual Value Description:For services related to Series A, Acacia will be paid $20,000. For services related to Series B, Acacia will be paid $0.40 per $1,000 of the principal amount of bonds issued. Acacial will also be paid an additional amount not to exceed $5,000 for reimbursement of out-of-pocket expenses. The total contract value will not exceed $145,000.
Length of Initial Term:3
Contract Begin Date:11/09/2009
Contract End Date:01/31/2010
Renewal Terms:0

Bidder(s)


Number of Responding Bidders:8
Number of Unsuccessful Bidders:7
Total Number Awarded:1

Listing of All Bidders/Offerors Considered But Not Selected:
A.C. Advisory, Inc.
Columbia Capital Mgmnt. L.L.C.
First Southwest Company
Peralta Garcia Solutions
Public Resources Advisory Group
Scott Balice Strategies
Total Capital Solutions
Source Selection:RFP

Vendor(s) Selected for Award
Vendor NameAmount of Award BEP Goal % DBE Goal %
Acacia Financial Group, Inc.$145,000.00

Notice Contact
Name: Kevin S. Hovis
Street Address:603 Stratton Building
City:Springfield
State:IL
Zip Code:62706
Phone: 217-782-5886
Fax Number:217-524-4876
EMail Address:OMB.BondAdvisoryRFP@illinois.gov

Class Code

Class Codes:S240 Financial Services & Credit Reporting Services

NIGP Code

NIGP Commodity/Service Code:


Attachments

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