Hires Isom Advisors for financial advisory services, up to $105,000, through March 2025

Isom Advisors, a division of Urban Futures, Inc., will provide financial advisory and continuing disclosure services described in Exhibit A of the agreement. The agreement runs from March 1, 2022 through March 1, 2025, and the cost is capped at $105,000.00.

Plain-English summary written by AI from the official text. AI summary · amounts checked against official text

Pulled from the consent vote. Adopted in its own vote at this meeting (6–0), instead of with the rest of the consent report.

Mar 9, 2022 · Adopted (passed). A motion was made by Director Gonzales, seconded by Director Thompson,that this Agreement or Contract be Adopted. The motion carried by the following vote:.

Samantha Pal Absent
Natalie Gallegos Chavez Absent
Aimee Eng Aye
VanCedric Williams Aye
Mike Hutchinson Aye
Shanthi Gonzales Aye
Clifford Thompson Aye
Benjamin "Sam" Davis Aye
Gary Yee Absent

Vendor / partner: Isom Advisors, a Division of Urban Futures, Inc. · Walnut Creek, CA
Action: New agreement
Category: Budget, finance & payments
Term: Mar 1, 2022 – Mar 1, 2025
This vote: $105,000
Presented by: Chief Financial Officer
File: 22-0568 · agenda V.-9
Outcome: Adopted, Mar 9, 2022

Official text

Approval by the Board of Education of Services Agreement 2021-2022 by and between the District and Isom Advisors, a Division of Urban Futures, Inc., Walnut Creek, CA for the latter to provide Financial Advisory Services and Continuing Disclosure Services, stated in Exhibit A of Agreement, for the period of March 1, 2022 through March 1, 2025, in an amount not to exceed $105,000.00.

History

Mar 9, 2022 Adopted

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