FINANCIAL_SERVICESAMENDED

Merion Capital Agreement Transitioned to Zhang Financial

Merion Capital’s existing investment advising agreement for the FFE endowment is being transitioned to Zhang Financial, with 2023 consulting fees of approximately $185,000 noted in the budget. The terms of Merion’s contract form the basis for the new Zhang Financial agreement.

Document date · October 10, 2022

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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
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 amount
$185,000 (projected consulting fees for 2023)
Contract type
FINANCIAL_SERVICES
Contract term
Fiscal Year 2023 (transition year)
Renewal date
2023-12-31
Renewal
Original three-year contract with Merion Capital is not renewed; instead, consulting responsibilities transfer to Zhang Financial with identical terms in a new three-year agreement starting January 1, 2023.
Document type
AgendaPacket
Source document
Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting 2022-10-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Kalamazoo?

Merion Capital was awarded this financial services contract by City of Kalamazoo, as recorded on October 10, 2022. The contract value is $185,000 (projected consulting fees for 2023).

How much is the Merion Capital contract with City of Kalamazoo worth?

The Merion Capital contract with City of Kalamazoo is valued at $185,000 (projected consulting fees for 2023), 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 Kalamazoo Foundation for Excellence AgendaPacket Finance Committee Meeting 2022-10-10 (AgendaPacket), dated October 10, 2022 from City of Kalamazoo. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Merion Capital hold?

Merion Capital 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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