Skip to main content
Dakota County Logo
File #: DC-4531    Version:
Type: Consent Action Status: Passed
File created: 5/1/2025 In control: Board of Commissioners
On agenda: 6/3/2025 Final action: 6/3/2025
Enactment date: 6/3/2025 Resolution #: 25-267
Title: Authorization To Execute Contract With Ehlers Investment Partners, LLC, A Subsidiary Of Ehlers And Associates, Inc. For Investment Advisory Services And Amend 2025 Finance And Non-Departmental Budgets
Sponsors: Finance
Attachments: 1. Statement of Work Dakota County Ehlers Investments

DEPARTMENT: Finance

FILE TYPE: Consent Action

 

TITLE

title

Authorization To Execute Contract With Ehlers Investment Partners, LLC, A Subsidiary Of Ehlers And Associates, Inc. For Investment Advisory Services And Amend 2025 Finance And Non-Departmental Budgets

end

 

RESOLUTION

body

WHEREAS, the County has approved the sale of general obligation bonds; and

 

WHEREAS, the County desires to engage Ehlers Investments Partners, LLC, a subsidiary of Ehlers and Associates Inc., to ensure compliance with all applicable legal, regulatory, and fiduciary requirements in the management of its bond funds; and

 

WHEREAS, there is a need for expert investment advisory services to effectively manage the County's bond funds.

 

NOW, THEREFORE, BE IT RESOLVED, That the Dakota County Board of Commissioners hereby authorizes the Deputy County Manager to execute the contract with Ehlers Investments Partners, LLC, a subsidiary of Ehlers and Associates Inc., to provide investment advisory services for the management of the County's bond funds in an amount not to exceed $176,000 over the 5-year term of the contract, subject to approval by the County Attorney’s Office as to form; and

 

BE IT FURTHER RESOLVED, That the Dakota County Board of Commissioners hereby amends the 2025 Finance budget as follows:

 

Expense                                          

Contract Exp                                                               $32,500

Total Expense                                          $32,500

 

Revenue                                          

Levy                                                                                    $32,500

Total Revenue                                          $32,500

; and

 

BE IT FURTHER RESOLVED, That the Dakota County Board of Commissioners hereby amends the 2025 Non-Departmental budget as follows:

 

Revenue                                          

Levy                                                                                    ($32,500)

Interest on Investments                      $32,500

Total Revenue                                                $0

end