CONTRACTAPPROVED

City of Cocoa Awards Piggyback Contract Contract to Public Trust Advisor (June 2023)

Approved: Jun 6, 2023

What it covers

City of Cocoa enters into a "Piggyback" Contract with Public Trust Advisor, LLC for Investment Management Services. The contract is effective from the date of signature through June 10, 2025, and is based on an existing contract with the City of Dania Beach.

Who holds it

Public Trust Advisor holds this piggyback contract contract with City of Cocoa. Its other public contracts on record include work for Birdville Isd and Birdville Independent School District.

What happens next

Term as filed: effective date of signature through 06/10/2025.

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Contract details

Contract type: Piggyback Contract
Document date: June 6, 2023
Term: effective date of signature through 06/10/2025
Vendor: Public Trust Advisor
Agency: City of Cocoa
Source document: city-of-cocoa-standard-form-for-new-piggyback-contract_680.pdf (Contract)

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 City of Cocoa contracts

Kimley HornCRA Considers T-Dock Design Task Order With Kimley Horn · Jul 29, 2026Undisclosed Mead & HuntCRA To Approve Mead & Hunt Task Order For Park Project · Jul 29, 2026$77.9K O'neal, Erika Dba a Taste of Elegance Commissary KitchenFacade grant proposed for A Taste of Elegance · Jul 20, 2026 STANTECCity of Cocoa Continues Financial Analysis with Stantec · Jul 7, 2026Undisclosed ECFRPCECFRPC Plan Review Support Reflected in FY27 Budget · Jul 7, 2026Undisclosed All City of Cocoa activityAgency profile

Questions about this contract

Who was awarded the piggyback contract contract by City of Cocoa?

Public Trust Advisor was awarded this piggyback contract contract by City of Cocoa, as recorded on June 6, 2023.

What type of contract is this?

This is a Piggyback Contract contract, documented as a contract record.

Where was this contract approved?

This contract appears in city-of-cocoa-standard-form-for-new-piggyback-contract_680.pdf (Contract), dated June 6, 2023 from City of Cocoa. 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 City of Cocoa currently buying?

Explore City of Cocoa's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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