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CATA Considers Extending Fiduciary Services Contract

Centre Area Transportation Authority logoCentre Area Transportation Authority
Disclosed value
0.16% of the annual plan values
From agenda
Document date
Apr 15, 2024
Renews
Free account

The 30-second brief

What it covers

CATA is considering authorization for the Executive Director to exercise three option years on its discretionary fiduciary management services contract with SageView Advisory Group, LLC, priced at 0.16% of annual plan values. The original agreement runs from July 1, 2022 through June 30, 2024, with each option year’s cost based on the plan value as of July 1.

Who holds it

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.

What happens next

The renewal date is on record. A free account shows it, with the renewals for every Centre Area Transportation Authority contract.

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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, with three individual option years
Renews
Free account
Vendor
Sageview Advisory Group LLC
Agency
Centre Area Transportation Authority
Source document
Centre Area Transportation Authority Regular Board Meeting Agenda 2024-04-15 (Agenda)

Sageview Advisory Group LLC's other public contracts

San Diego Co Water Authority, CaliforniaWater Authority Considers SageView Investment Consulting Extension · Oct 19, 2026San Diego Co Water Authority, CaliforniaWater Authority Recommends SageView Contract Amendment · Oct 19, 2026San Diego Co Water Authority, CaliforniaBoard Considers SageView Investment Consulting Extension · Oct 19, 2026City of Goleta, CaliforniaSageView Advisory Group To Advise City Retirement Plans · May 5, 2026City of Goleta, CaliforniaSageView Advisory Approved for Goleta Fiduciary Services · May 5, 2026All Sageview Advisory Group LLC contractsVendor profile

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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 agenda record.

Where was this contract approved?

This contract appears in Centre Area Transportation Authority Regular Board Meeting Agenda 2024-04-15 (Agenda), 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.

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