FINANCIAL_SERVICESAPPROVED

Charlotte Valley Central School District Awards Financial Services Contract to OMNI (October 2026)

Charlotte Valley Central School District approved the restatement of its 403(b) retirement plan provided by OMNI. The restated plan is effective January 1, 2026, and is intended to preserve compliance with IRS requirements.

Document date · October 1, 2026

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Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Effective January 1, 2026
Renewal
Restatement of the District's existing 403(b) plan; no renewal or expiration terms were stated.
Document type
Agenda
Source document
Charlotte Valley Central School District Agenda Regular Meeting 2026-10-01

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Charlotte Valley Central School District?

OMNI was awarded this financial services contract by Charlotte Valley Central School District, as recorded on October 1, 2026.

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 Charlotte Valley Central School District Agenda Regular Meeting 2026-10-01 (Agenda), dated October 1, 2026 from Charlotte Valley Central School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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