FINANCIAL_SERVICESAPPROVED

Ossining Union Free School District Awards Financial Services Contract to Omni Financial Group (July 2026)

Ossining UFSD retained OMNI Financial Group as third-party administrator for the district’s 403(b) retirement plan in 2026-2027, with fees capped at $10,000. OMNI will handle plan administration and compliance.

Status
APPROVED
Document date
July 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Omni Financial Group
Agency
Ossining Union Free School District · NY

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
Not to exceed $10,000
Contract type
FINANCIAL_SERVICES
Contract term
2026-2027 school year
Renewal date
2027-06-30
Renewal
Annual third-party administration contract with a not-to-exceed amount; continuation depends on new board approval.
Document type
AgendaPacket
Source document
Ossining Union Free School District AgendaPacket Annual Reorganization Meeting 2026-07-08

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Ossining Union Free School District?

Omni Financial Group was awarded this financial services contract by Ossining Union Free School District, as recorded on July 8, 2026. The contract value is Not to exceed $10,000.

How much is the Omni Financial Group contract with Ossining Union Free School District worth?

The Omni Financial Group contract with Ossining Union Free School District is valued at Not to exceed $10,000, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in Ossining Union Free School District AgendaPacket Annual Reorganization Meeting 2026-07-08 (AgendaPacket), dated July 8, 2026 from Ossining Union Free School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Omni Financial Group hold?

Omni Financial Group may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Omni Financial Group's profile

What is Ossining Union Free School District currently buying?

Explore Ossining Union Free School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Ossining Union Free School District's profile

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