CATA Seeks Extension of Fiduciary Services Contract
Centre Area Transportation AuthorityPublic Authority · State College, PA- Disclosed value
- 0.16% of the annual plan values
- From agendapacket
- Document date
- Apr 15, 2024
The 30-second brief
CATA staff are requesting that the Board authorize the Executive Director to exercise three option years on the discretionary fiduciary management services contract with SageView Advisory Group, LLC. The contract, originally effective July 1, 2022 through June 30, 2024, is priced at 0.16% of annual plan values, with each option year’s price based on the plan value as of July 1.
Sageview Advisory Group LLC holds this financial services contract with Centre Area Transportation Authority. Its other public contracts on record include work for San Diego Co Water Authority and City of Goleta.
Term as filed: Initial term July 1, 2022 – June 30, 2024; three individual option years to be exercised.
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Contract details
- Contract type
- Financial Services
- Amount
- 0.16% of the annual plan values
- Document date
- April 15, 2024
- Term
- Initial term July 1, 2022 – June 30, 2024; three individual option years to be exercised
- Source document
- Centre Area Transportation Authority Board Meeting Agenda April 2024 (AgendaPacket)
Sageview Advisory Group LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Centre Area Transportation Authority?
Sageview Advisory Group LLC was awarded this financial services contract by Centre Area Transportation Authority, as recorded on April 15, 2024. The contract value is 0.16% of the annual plan values.
How much is the Sageview Advisory Group LLC contract with Centre Area Transportation Authority worth?
The Sageview Advisory Group LLC contract with Centre Area Transportation Authority is valued at 0.16% of the annual plan values, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in Centre Area Transportation Authority Board Meeting Agenda April 2024 (AgendaPacket), dated April 15, 2024 from Centre Area Transportation Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Sageview Advisory Group LLC hold?
Sageview Advisory Group LLC may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Centre Area Transportation Authority currently buying?
Explore Centre Area Transportation Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.