FINANCIAL_SERVICESPENDING

Upper San Juan Library District AgendaPacket Regular Meeting of the Library Board of Trustees 2026-05-20

Hilltop Securities Proposes Advisory Contract with Library District

Fee schedule outlined in Appendix B of advisory agreement (not fully included in packet text)Upper San Juan Library DistrictHILLTOP SECURITIES INCMay 20, 2026

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Description

Hilltop Securities Inc. has proposed a municipal advisory engagement with the Upper San Juan Library District through December 1, 2026 to support potential Certificates of Participation and related financings. Fees would follow a transaction-based schedule outlined in the agreement, and either party could terminate the relationship with 30 days’ notice.

Contract Details

Contract Amount

Fee schedule outlined in Appendix B of advisory agreement (not fully included in packet text)

Vendor

HILLTOP SECURITIES INC

Agency

Upper San Juan Library District, CO

Contract Type

FINANCIAL_SERVICES

Document Date

May 20, 2026

Contract Term

Effective upon District execution in May 2026 through December 1, 2026, unless earlier terminated with 30 days’ written notice

Renewal Date

2026-12-01

Renewal Info

Initial term through December 1, 2026, with option for early termination by either party upon at least 30 days’ written notice; future renewals or extensions would require a subsequent agreement.

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