File #: 25-0078    Version: 1
Type: Report Status: Agenda Ready
File created: 2/6/2025 In control: City Council
On agenda: 2/18/2025 Final action:
Title: Procurement Report - PSA with Callan LLC for Permanent Fund Investment Service
Attachments: 1. Callan Contract 2025
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ITEM TITLE: 

Procurement Report - PSA with Callan LLC for Permanent Fund Investment Service

SUBMITTED BY: Jordan Nelson, Finance Director

 

FISCAL NOTES: 

Expenditure Required: $99,500

Unencumbered Balance: $267,800

Funding Source: Permanent Fund Professional Service; 607-1050-43200

 

RECOMMENDATION:

Receive and file

SUMMARY STATEMENT:

Chapter 2.80.04 of Valdez Municipal Code requires notification by written report to the city council for all procurements between forty-thousand dollars and one-hundred thousand dollars

This contract formalizes one year of advisory services for the permanent fund, in the amount of $99,500

This engagement with Callan is unanimously supported by the Permanent Fund Committee and city administration