Pays Isom Advisors up to $315,000 for financial planning and debt reporting through 2028
This agreement has Isom Advisors provide financial planning, financial advisory, continuing disclosure and annual debt transparency report services for the district. It runs three years, from September 1, 2025 through September 30, 2028.
Plain-English summary written by AI from the official text. AI summary · amounts checked against official text
- Action
- New agreement
- Category Categories and sub-categories are assigned by AI from each item's official text, using a fixed set of definitions. They can be wrong. How categories work
- Budget, finance & payments
- Term
- Sep 1, 2025 – Sep 30, 2028
- This vote
- $315,000
- Funding
- General Fund
- Presented by
- Chief Financial Officer
- File
25-2332· agendaO.-15- Outcome
- Adopted on the General Consent Report, Sep 24, 2025
Official text
Approval by the Board of Education of a Services Agreement by and between the District and Isom Advisors, a Division of Urban Futures, Inc., Walnut Creek, CA, for the latter to provide Financial Planning Services, Financial Advisory Services, Continuing Disclosure Services, and Annual Debt Transparency Report (“ADTR”) Services, stated in Exhibit A of Agreement, incorporated herein by reference as though fully set forth, for the period of September 1, 2025 through September 30, 2028, in an amount not to exceed $315,000.00, via the Chief Business Officer.
History
- Adopted on the General Consent Report