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FINANCIAL_SERVICESAPPROVED

Sachem Central School District Agenda 2026-07-01

District Renews Capital Markets Advisors Financial Services

Base fee $9,500 plus $0.65 per $1,000 of bonds issued; $8,100 note issues; $2,700 continuing disclosure; $17,500 plus $1.10 per $1,000 refunding bonds; $200/hour special projects; $6,500 plus $0.60 per $1,000 lease financingSachem Central School DistrictCAPITAL MARKETS ADVISORS LLCJune 30, 2026

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Derivita logo
Comcate logo
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Description

The Board appointed Capital Markets Advisors, LLC as financial advisor for the 2026-27 year, with specified fees for bond and note issues, lease financings, and continuing disclosure. The firm will support all district debt issuances and related financial projects through June 30, 2027.

Contract Details

Contract Amount

Base fee $9,500 plus $0.65 per $1,000 of bonds issued; $8,100 note issues; $2,700 continuing disclosure; $17,500 plus $1.10 per $1,000 refunding bonds; $200/hour special projects; $6,500 plus $0.60 per $1,000 lease financing

Vendor

CAPITAL MARKETS ADVISORS LLC

Agency

Sachem Central School District, NY

Contract Type

FINANCIAL_SERVICES

Document Date

June 30, 2026

Contract Term

Ensuing official year ending June 30, 2027

Renewal Date

2027-06-30

Renewal Info

Single-year appointment for 2026-27 with defined fee schedule.

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