FINANCIAL_SERVICESDISCUSSED

OPEB Board to Review Investment Policy with Bartholomew

The City of Marlborough OPEB Board plans to receive input from Bartholomew on potential changes to the OPEB Trustee investment policy, including adjustments to the equity/bond allocation and potential investment of up to 3% in private credit. These agenda items reflect ongoing financial advisory services provided to the OPEB Trust.

Status
DISCUSSED
Document date
June 25, 2026
Contract type
FINANCIAL_SERVICES
Vendor
BARTHOLOMEW
Agency
Marlborough School District · MA

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WithersRavenel logo
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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
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Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
Agenda
Source document
City of Marlborough Other Post Employment Benefits (OPEB) Meeting Agenda 2026-06-25

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Marlborough School District?

BARTHOLOMEW was awarded this financial services contract by Marlborough School District, as recorded on June 25, 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 Marlborough Other Post Employment Benefits (OPEB) Meeting Agenda 2026-06-25 (Agenda), dated June 25, 2026 from Marlborough School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does BARTHOLOMEW hold?

BARTHOLOMEW 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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What is Marlborough School District currently buying?

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