FINANCIAL_SERVICESAPPROVED

City of Fillmore Awards Financial Services Contract to Columbia Capital Management Llc (July 2026)

The City of Fillmore approved a contract services agreement with Columbia Capital Management, LLC to provide municipal advisory services for the formation and financing of Community Facilities District No. 7 (Creekside). The agreement caps overall compensation at $100,000, including up to $25,000 for CFD formation and $65,000–$75,000 per bond series, running through December 31, 2027 unless earlier terminated.

Status
APPROVED
Document date
July 12, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Columbia Capital Management Llc
Agency
City of Fillmore · CA

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Scope & details

The full contract record, as filed.

Contract amount
Not to exceed $100,000; CFD formation fee not to exceed $25,000; $65,000–$75,000 per series of bonds
Contract type
FINANCIAL_SERVICES
Contract term
Agreement effective July 14, 2026 through December 31, 2027, unless earlier terminated
Renewal date
2027-12-31
Renewal
Agreement may be terminated by either party on 60 days’ written notice; no automatic renewal beyond the stated term of December 31, 2027.
Document type
StaffReport
Source document
City of Fillmore StaffReport A Resolution of the City Council of the City of Fillmore Approving a Professional Services Agreement with Willdan Financial Services, Inc., Approving a Deposit and Reimbursement Agreement with Williams Homes, Inc., and Authorizing Staff to Proceed with the Formation of Community Facilities District No. 7 (Creekside) 2026-07-14

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Fillmore?

Columbia Capital Management Llc was awarded this financial services contract by City of Fillmore, as recorded on July 12, 2026. The contract value is Not to exceed $100,000; CFD formation fee not to exceed $25,000; $65,000–$75,000 per series of bonds.

How much is the Columbia Capital Management Llc contract with City of Fillmore worth?

The Columbia Capital Management Llc contract with City of Fillmore is valued at Not to exceed $100,000; CFD formation fee not to exceed $25,000; $65,000–$75,000 per series of bonds, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Fillmore StaffReport A Resolution of the City Council of the City of Fillmore Approving a Professional Services Agreement with Willdan Financial Services, Inc., Approving a Deposit and Reimbursement Agreement with Williams Homes, Inc., and Authorizing Staff to Proceed with the Formation of Community Facilities District No. 7 (Creekside) 2026-07-14 (StaffReport), dated July 12, 2026 from City of Fillmore. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Columbia Capital Management Llc hold?

Columbia Capital Management Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is City of Fillmore currently buying?

Explore City of Fillmore's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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