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FINANCIAL_SERVICESAPPROVED

HADDON HEIGHTS School District Awards Financial Services Contract to Phoenix Advisors a Division of First Security Municipal Advisors Inc (July 2026)

Haddon Heights Borough School District entered into a one-year professional services agreement with Phoenix Advisors, a division of First Security Municipal Advisors, Inc., for municipal advisor and continuing disclosure services effective July 1, 2026. The contract features a $1,600 base fee plus additional scheduled charges for issue setup, event filings, and notices of redemption, with services covering debt compliance, disclosure filings, and related financial advisory support.

Status
APPROVED
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Phoenix Advisors a Division of First Security Municipal Advisors Inc
Agency
HADDON HEIGHTS School District · NJ

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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
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
$1,600 base fee plus usage-based fees as per Exhibit II
Contract type
FINANCIAL_SERVICES
Contract term
One (1) year from July 1, 2026, subject to annual renewal; terminable by either party on 30 days’ written notice
Renewal date
2027-07-01
Renewal
Agreement runs for one year from July 1, 2026 and is subject to annual renewal by the parties; either party may terminate at any time with thirty (30) days prior written notice.
Document type
Agreement
Source document
Haddon Heights Borough School District Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01

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Other contracts from Phoenix Advisors a Division of First Security Municipal Advisors Inc.

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Great Meadows Regional School District Contract Municipal Advisor and Continuing Disclosure Services 2026-07-01
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Great Meadows Regional School District, New JerseyBase fee $1,600; per issue set-up charge $500 (discounted to $200 if Phoenix Advisors is Municipal Advisor on the transaction); per event filing $250 (waived if Phoenix Advisors is Municipal Advisor on the transaction); per notice of redemption $250Jul 1, 2026
Hillsborough Township School District Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01
APPROVED
Hillsborough Township Public School District, New Jersey$1,600 base fee plus per-issue and per-filing chargesJul 1, 2026
Shore Regional School District High School Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01
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Shore Regional High School District, New Jersey$1,600 base fee; $500 per issue set-up charge (discounted to $200 if Phoenix Advisors serves as Municipal Advisor); $250 per event filing; $250 per Notice of Redemption; all fees accumulated and invoiced towards year-endJul 1, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by HADDON HEIGHTS School District?

Phoenix Advisors a Division of First Security Municipal Advisors Inc was awarded this financial services contract by HADDON HEIGHTS School District, as recorded on July 1, 2026. The contract value is $1,600 base fee plus usage-based fees as per Exhibit II.

How much is the Phoenix Advisors a Division of First Security Municipal Advisors Inc contract with HADDON HEIGHTS School District worth?

The Phoenix Advisors a Division of First Security Municipal Advisors Inc contract with HADDON HEIGHTS School District is valued at $1,600 base fee plus usage-based fees as per Exhibit II, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record.

Where was this contract approved?

This contract appears in Haddon Heights Borough School District Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01 (Agreement), dated July 1, 2026 from HADDON HEIGHTS School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Phoenix Advisors a Division of First Security Municipal Advisors Inc hold?

Phoenix Advisors a Division of First Security Municipal Advisors Inc 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 Phoenix Advisors a Division of First Security Municipal Advisors Inc's profile

What is HADDON HEIGHTS School District currently buying?

Explore HADDON HEIGHTS School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View HADDON HEIGHTS School District's profile

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