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FINANCIAL_SERVICESAPPROVED

Caldwell-West School District Agenda Regular Public Monthly Meeting 2026-05-11

Phoenix Advisors named continuing disclosure agent

$1600.00 base feeCaldwell-West School DistrictPHOENIX ADVISORSMay 11, 2026

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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

Description

The board approved Phoenix Advisors as its Continuing Disclosure Agent for the 2026-2027 school year with a base fee of $1,600. The firm will handle required bond and securities disclosures.

Contract Details

Contract Amount

$1600.00 base fee

Vendor

PHOENIX ADVISORS

Agency

Caldwell-West School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Contract Term

7/1/2026-6/30/2027

Renewal Date

2027-06-30

Renewal Info

Annual disclosure services engagement; renewable in subsequent years.

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