Advisor Briefs Committee on PERS and Bond Options

The Finance & Investment Strategies Committee received a presentation from financial advisor Carol Samuels on potential PERS strategies and opportunities for bond refinancing. These options will be further reviewed before recommendations are brought back to the Board.

Document date · October 15, 2019

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Renewal

No explicit contract term or renewal information provided; engagement noted as a presentation to the committee.

Document type

Minutes

Source document

beaverton_school_district_board_fall_work_session.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Beaverton School District 48J?

Samuels, Carol was awarded this financial services contract by Beaverton School District 48J, as recorded on October 15, 2019.

What type of contract is this?

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

Where was this contract approved?

This contract appears in beaverton_school_district_board_fall_work_session.pdf (Minutes), dated October 15, 2019 from Beaverton School District 48J. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Samuels, Carol hold?

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