CONTRACTONGOING

District Continues Investment Advisory Services With Public Trust

Document date: Sep 15, 2021

What it covers

Adams 12 Five Star Schools continues to use Public Trust Advisor as its external financial management firm to present quarterly investment reports and ensure compliance with Colorado public funds investment requirements. The Finance and Audit Committee reviewed materials from the advisor in February and August 2021 and concluded the district remains in compliance with its prudent investor policy.

Who holds it

Public Trust Advisor holds this financial services contract with Adams 12 Five Star Schools. Its other public contracts on record include work for Birdville Isd and City of Cocoa.

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Contract details

Contract type: Financial Services
Document date: September 15, 2021
Vendor: Public Trust Advisor
Agency: Adams 12 Five Star Schools
Source document: adams-12-five-star-schools-report-2021-09-15_877.pdf (Report)

Public Trust Advisor's other public contracts

Birdville Isd, TexasPublic Trust Advisor Authorized for Investment Training · Dec 11, 2025Undisclosed Birdville Isd, TexasPublic Trust Advisor Approved for Investment Training · Dec 11, 2025Undisclosed City of Cocoa, FloridaInvestment Management Services Contract Renewal · Jun 11, 2025Undisclosed Birdville Independent School District, TexasPublic Trust Advisor Approved as Investment Training Source · Dec 19, 2024Undisclosed Birdville Isd, Texasbirdville-isd-resolution-2023-11-16_99b.pdf · Nov 16, 2023Undisclosed All Public Trust Advisor contractsVendor profile

More Adams 12 Five Star Schools contracts

Open SciedOpen SciEd Reviewed in Materials Process · Sep 5, 2026Undisclosed Open SciedOpen SciEd Evaluated by Committee · Sep 5, 2026Undisclosed New America School – ThorntonAdams 12 Renews Charter With New America School – Thornton · Jul 1, 2025Undisclosed New America SchoolNew America School Charter Renewal Approved · Jun 4, 2025Undisclosed DTEANew DTEA Contract Ratification · Jun 4, 2025Undisclosed All Adams 12 Five Star Schools activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Adams 12 Five Star Schools?

Public Trust Advisor was awarded this financial services contract by Adams 12 Five Star Schools, as recorded on September 15, 2021.

What type of contract is this?

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

Where was this contract approved?

This contract appears in adams-12-five-star-schools-report-2021-09-15_877.pdf (Report), dated September 15, 2021 from Adams 12 Five Star Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Trust Advisor hold?

Public Trust Advisor 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 Adams 12 Five Star Schools currently buying?

Explore Adams 12 Five Star Schools's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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