FINANCIAL_SERVICESONGOING

District Engages Phoenix Advisors for Disclosure Services

Shore Regional School District High School is entering a one-year agreement effective July 1, 2026 with Phoenix Advisors, a division of First Security Municipal Advisors, Inc., to provide municipal advisory and continuing disclosure services. Fees include a $1,600 annual base, per-issue setup charges, and per-filing charges for event notices and redemptions, all invoiced near year-end. The contract is renewable annually and may be terminated by either party with 30 days’ notice.

Status
ONGOING
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Phoenix Advisors a Division of First Security Municipal Advisors Inc
Agency
Shore Regional High School District · NJ

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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
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 amount
$1,600 base fee; $500 per issue set-up charge (discounted to $200 if Phoenix Advisors serves as Municipal Advisor); $250 per event filing; $250 per Notice of Redemption; all fees accumulated and invoiced towards year-end
Contract type
FINANCIAL_SERVICES
Contract term
One (1) year from July 1, 2026; subject to annual renewal; terminable by either party on 30 days’ written notice
Renewal date
2027-07-01
Renewal
Initial term is one year from July 1, 2026 and the agreement is subject to annual renewal by the parties. Either party may terminate with 30 days’ prior written notice, and Phoenix Advisors may collect pro rata fees for work completed to the termination date.
Document type
Agreement
Source document
Shore Regional School District High School Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Shore Regional High School District?

Phoenix Advisors a Division of First Security Municipal Advisors Inc was awarded this financial services contract by Shore Regional High School District, as recorded on July 1, 2026. The contract value is $1,600 base fee; $500 per issue set-up charge (discounted to $200 if Phoenix Advisors serves as Municipal Advisor); $250 per event filing; $250 per Notice of Redemption; all fees accumulated and invoiced towards year-end.

How much is the Phoenix Advisors a Division of First Security Municipal Advisors Inc contract with Shore Regional High School District worth?

The Phoenix Advisors a Division of First Security Municipal Advisors Inc contract with Shore Regional High School District is valued at $1,600 base fee; $500 per issue set-up charge (discounted to $200 if Phoenix Advisors serves as Municipal Advisor); $250 per event filing; $250 per Notice of Redemption; all fees accumulated and invoiced towards year-end, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in Shore Regional School District High School Agreement Municipal Advisor and Continuing Disclosure Services 2026-07-01 (Agreement), dated July 1, 2026 from Shore Regional High School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Phoenix Advisors a Division of First Security Municipal Advisors Inc hold?

Phoenix Advisors a Division of First Security Municipal Advisors Inc 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 Phoenix Advisors a Division of First Security Municipal Advisors Inc's profile

What is Shore Regional High School District currently buying?

Explore Shore Regional High School District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Shore Regional High School District's profile

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