FINANCIAL_SERVICESRECOMMENDED

City of Broken Arrow AgendaPacket Broken Arrow Economic Development Authority Meeting 2026-05-19

Global Financial Advisory Agreement with Municipal Finance Services

Varies with issuance and service. One additional service included for a flat fee of $3,500.00 for Continuing Disclosure AssistanceCity of Broken ArrowMUNICIPAL FINANCE SERVICESMay 19, 2026

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Description

The Broken Arrow Economic Development Authority is asked to approve and execute a one-year Global Financial Professional Services Agreement with Municipal Finance Services for FY 27. The agreement covers advisory services for debt issuance, loan applications, offering documents, and refunding evaluations, with a flat $3,500 fee for annual continuing disclosure assistance on EMMA in addition to variable issuance-related fees.

Contract Details

Contract Amount

Varies with issuance and service. One additional service included for a flat fee of $3,500.00 for Continuing Disclosure Assistance

Vendor

MUNICIPAL FINANCE SERVICES

Agency

City of Broken Arrow, OK

Contract Type

FINANCIAL_SERVICES

Document Date

May 19, 2026

Contract Term

For FY 27; effective for one year

Renewal Date

2027-06-30

Renewal Info

Global financial advisory contract effective for FY 27 for one year, replacing individual deal-based contracts; includes an annual $3,500 flat fee for Continuing Disclosure Assistance and may be renewed in future fiscal years by subsequent action.