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).