Santa Ana
City Council
Agenda Item 8
8.\nAgreement with Benefit Financial Services Group for Administrative,\nInvestment, and Communication Advisory Services\nDepartment(s): Finance and Management Services\nRecommended Action: Authorize the City Manager to execute an agreement\nwith Benefit Financial Services Group ("BFSG") for administrative, investment,\nand communication advisory services for a total aggregate amount not-to-\nexceed $175,000 for a three-year term beginning January 1, 2025, and\nexpiring December 31, 2027, with a provision for a two-year extension\n(Agreement No. A-2024-XXX).