FINANCIAL_SERVICESAPPROVED

Monroe Isd Awards Financial Services Contract to Bakertilley Investments (July 2025)

The Monroe County Intermediate School District designated BakerTilley Investments to co-manage bond funds and pooled investments for 2025-2026 using UMB Bank accounts.

Status
APPROVED
Document date
July 15, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Bakertilley Investments
Agency
Monroe Isd · MI

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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 type
FINANCIAL_SERVICES
Contract term
2025-2026 school year
Renewal date
2026-06-30
Renewal
Annual designation for bond fund and pooled investment management with MiCLASS and UMB Bank; subject to future renewal.
Document type
Minutes
Source document
monroe-isd-board-meeting-minutes-july-15-2025_df2.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Monroe Isd?

Bakertilley Investments was awarded this financial services contract by Monroe Isd, as recorded on July 15, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in monroe-isd-board-meeting-minutes-july-15-2025_df2.pdf (Minutes), dated July 15, 2025 from Monroe Isd. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bakertilley Investments hold?

Bakertilley Investments 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 Bakertilley Investments's profile

What is Monroe Isd currently buying?

Explore Monroe Isd's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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