CONTRACTAPPROVED

California State University-San Marcos Awards Financial Services Contract to CANTERBURY (March 2023)

Approved: Mar 29, 2023

What it covers

The Board approved proceeding with Canterbury's recommendation to explore Environmental, Social, and Governance (ESG) investing by conducting a values-screen assessment in alignment with the Foundation's vision and mission. This action initiates an exploratory process for ESG-related investment strategies with Canterbury's guidance.

Who holds it

CANTERBURY holds this financial services contract with California State University-San Marcos. Its other public contracts on record include work for Town of Loudon and Town of Wheatfield.

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Contract details

Contract type: Financial Services
Document date: March 29, 2023
Vendor: CANTERBURY
Agency: California State University-San Marcos
Source document: california-state-university-san-marcos-meeting-minutes-2023-03-29_f5b.pdf (Meeting Minutes)

CANTERBURY's other public contracts

Town of Loudon, New HampshireMunicipal Services Contract Signed With Canterbury · Dec 16, 2025Undisclosed Town of Loudon, New HampshireMutual aid coverage contract with Canterbury considered · Nov 4, 2025$10K Town of Wheatfield, New YorkEdge Development is Negotiating Driveway Services · Jul 9, 2025Undisclosed Village of Libertyville, IllinoisVillage Approves Agreement Involving Canterbury · Jun 24, 2025Undisclosed City of Shakopee, MinnesotaCanterbury to partner with Shakopee EDA for design · Jun 3, 2025Undisclosed All CANTERBURY contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by California State University-San Marcos?

CANTERBURY was awarded this financial services contract by California State University-San Marcos, as recorded on March 29, 2023.

What type of contract is this?

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

Where was this contract approved?

This contract appears in california-state-university-san-marcos-meeting-minutes-2023-03-29_f5b.pdf (Meeting Minutes), dated March 29, 2023 from California State University-San Marcos. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does CANTERBURY hold?

CANTERBURY 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 California State University-San Marcos currently buying?

Explore California State University-San Marcos's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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