Santa Ana
City Council
8.
Agreement with Benefit Financial Services Group for Administrative,
Investment, and Communication Advisory Services
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement
with Benefit Financial Services Group ("BFSG") for administrative, investment,
and communication advisory services for a total aggregate amount not-to-
exceed $175,000 for a three-year term beginning January 1, 2025, and
expiring December 31, 2027, with a provision for a two-year extension
(Agreement No. A-2024-XXX).