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FINANCIAL_SERVICESAPPROVED

Sag Harbor Union Free School District Agenda Board of Education - Business Meeting 2026-06-15

Capital Markets Advisors Retained for Financial Advisory Services

See itemized fee schedule: $8,500 base plus $0.60/$1,000 (bonds), $5,600 (note w/Official Statement), $3,200 (note without), $200/hr (special), $17,500 base + $1.10/$1,000 (refunding bonds), $2,700/year (disclosure)Sag Harbor Union Free School DistrictCAPITAL MARKETS ADVISORS LLCJune 15, 2026

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WithersRavenel logo
Derivita logo
Comcate logo
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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
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Description

Sag Harbor UFSD approved a financial advisory agreement with Capital Markets Advisors, LLC for debt issuance and disclosure services from July 1, 2026 to June 30, 2027, per an itemized fee schedule.

Contract Details

Contract Amount

See itemized fee schedule: $8,500 base plus $0.60/$1,000 (bonds), $5,600 (note w/Official Statement), $3,200 (note without), $200/hr (special), $17,500 base + $1.10/$1,000 (refunding bonds), $2,700/year (disclosure)

Vendor

CAPITAL MARKETS ADVISORS LLC

Agency

Sag Harbor Union Free School District, NY

Contract Type

FINANCIAL_SERVICES

Document Date

June 15, 2026

Contract Term

July 1, 2026 through June 30, 2027

Renewal Date

2027-06-30

Renewal Info

Annual agreement; no auto-renewal; requires board approval each fiscal year.

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