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Finance committee sends investment-advisory proposals to staff after late submissions
Summary
Financial Services Director Jake Litaker told the committee that RFP 2026-017 received late physical proposal sets; commissioners agreed to forward all submissions to county staff for evaluation and asked for a summary to be returned to the Finance Committee and Trust Investment Advisory Committee.
Financial Services Director Jake Litaker presented RFP 2026-017 for investment advisory services and reported that "it was sent to 4 companies and 13 responded," noting three physical proposal sets arrived after the stated deadline. Committee members discussed whether to include those late physical copies in the review.
Commissioner Jon Hinkelman moved, and Commissioner Teri Freehling supported, a motion to send the full set of proposals to the County Administrator, Treasurer, HR Director and the Financial Services Director for evaluation and for staff to prepare a summary to present to the Finance Committee and the Trust Investment Advisory Committee. The motion carried. The committee did not take a final vendor selection; staff review and a follow-up summary were requested.
