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Clark-Pleasant Community School Corporation Awards Investment Advisory Services Contract to Baker Tilly Investment (October 2022)

Clark-Pleasant Community School Corporation logoClark-Pleasant Community School Corporation
Approved
Oct 19, 2022
Term
Ongoing

The 30-second brief

What it covers

Clark-Pleasant Community School Corporation has approved an agreement with Baker Tilly Investment Services for investment advisory services related to the district's construction funds. Baker Tilly will analyze the marketplace, suggest suitable investments, and competitively bid investments, with fees based on 4 basis points of the cost basis balance of the Funds in the portfolio, billed quarterly.

Who holds it

Baker Tilly Investment holds this investment advisory services contract with Clark-Pleasant Community School Corporation. Its other public contracts on record include work for Lowell Area Schools and Hancock Metropolitian Housing Authority.

What happens next

Term as filed: Ongoing.

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Contract details

Contract type
Investment Advisory Services
Document date
October 19, 2022
Term
Ongoing
Vendor
Baker Tilly Investment
Agency
Clark-Pleasant Community School Corporation
Source document
clark-pleasant-community-school-corporationcontract2022-10-19_7e7.pdf (Contract)

Baker Tilly Investment's other public contracts

Lowell Area Schools, MichiganBaker Tilly to direct investment of bonds · Jul 14, 2025UndisclosedHancock Metropolitian Housing Authority, OhioBaker Tilly to advise on Amplify Project Investments · Jan 21, 2025UndisclosedHancock County, IndianaHancock County to use Baker Tilly Investment Services · Jan 21, 2025UndisclosedConcord Community Schools, IndianaBaker Tilly to provide financial advice to Concord Schools · Dec 2, 2024UndisclosedNorthwest Allen County Schools, IndianaBaker Tilly provides investment advisory to Allen County Schools · Apr 12, 2024UndisclosedAll Baker Tilly Investment contractsVendor profile

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Questions about this contract

Who was awarded the investment advisory services contract by Clark-Pleasant Community School Corporation?

Baker Tilly Investment was awarded this investment advisory services contract by Clark-Pleasant Community School Corporation, as recorded on October 19, 2022.

What type of contract is this?

This is a Investment Advisory Services contract, documented as a contract record.

Where was this contract approved?

This contract appears in clark-pleasant-community-school-corporationcontract2022-10-19_7e7.pdf (Contract), dated October 19, 2022 from Clark-Pleasant Community School Corporation. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Baker Tilly Investment hold?

Baker Tilly Investment 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 Clark-Pleasant Community School Corporation currently buying?

Explore Clark-Pleasant Community School Corporation's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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