FINANCIAL_SERVICESAPPROVED

Palm Beach County School District Awards Financial Services Contract to District's Financial Advisor (April 2025)

Palm Beach County School Board Leasing Corp approved up to $1.6 million in fees for financial and advisory services related to the $295 million COP Series 2025A refunding. This transaction aims to reduce district debt service by an estimated $21 million over 8 years.

Document date · April 23, 2025

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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
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 $1.6 million (fees)
Contract type
FINANCIAL_SERVICES
Contract term
One-time transaction, savings over next 8 years
Renewal date
2033-04-23
Renewal
This is a one-time transaction tied to the issuance of the 2025A COPs. No renewal is stated.
Document type
Agenda
Source document
Palm Beach County School Board Leasing Corp Special Meeting Agenda April 2025

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Palm Beach County School District?

District's Financial Advisor was awarded this financial services contract by Palm Beach County School District, as recorded on April 23, 2025. The contract value is not to exceed $1.6 million (fees).

How much is the District's Financial Advisor contract with Palm Beach County School District worth?

The District's Financial Advisor contract with Palm Beach County School District is valued at not to exceed $1.6 million (fees), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Palm Beach County School Board Leasing Corp Special Meeting Agenda April 2025 (Agenda), dated April 23, 2025 from Palm Beach County School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does District's Financial Advisor hold?

District's Financial Advisor 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 District's Financial Advisor's profile

What is Palm Beach County School District currently buying?

Explore Palm Beach County School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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