Financial Education Partnership With Robert W. Baird Proposed

The Recreation Department proposes a services agreement with Robert W. Baird & Co. Incorporated to offer seasonal adult financial education programs like Passport to Retirement at the Activity and Recreation Center. The City will set participant fees above the instructor rate and retain non-resident fee differentials.

Scope & details

The full contract record, as filed.

Contract amount

City may charge above instructor rate; instructor rate per participant not specified; City keeps non-resident fee differential

Contract type

FINANCIAL_SERVICES

Contract term

Once per season: Winter-Spring, Summer, and Fall (ongoing yearly activity)

Renewal

Agreement is designed for recurring educational offerings once per Winter-Spring, Summer, and Fall and can be terminated by either party with 30 days’ written notice.

Document type

Agenda

Source document

City of New Berlin Recreation Commission Agenda 2026-07-20

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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 New Berlin?

Robert W. Baird & Co Incorporated was awarded this financial services contract by City of New Berlin, as recorded on July 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in City of New Berlin Recreation Commission Agenda 2026-07-20 (Agenda), dated July 20, 2026 from City of New Berlin. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Robert W. Baird & Co Incorporated hold?

Robert W. Baird & Co Incorporated 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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