File #: 25-2332    Version: 1 Name: Services Agreement - Isom Advisors - Chief Business Officer
Type: Agreement or Contract Status: Passed
File created: 9/16/2025 In control: Chief Financial Officer
On agenda: 9/24/2025 Final action: 9/24/2025
Enactment date: 9/24/2025 Enactment #: 25-1581
Title: 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.
Attachments: 1. 25-2332 Services Agreement - Isom Advisors - Chief Business Officer
Contact: Lisa Grant-Dawson

Title
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.