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FINANCIAL_SERVICESRECOMMENDED

UPPER PITTSGROVE TWP School District Agenda Meeting Agenda 2026-05-20

Phoenix Advisors to Handle Bond Market Compliance

UPPER PITTSGROVE TWP School DistrictPHOENIX ADVISORS LLCMay 20, 2026

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

Description

The Board expects to award Phoenix Advisors, LLC a one-year contract as Secondary Bond Market Compliance Agent beginning July 1, 2026. Services will cover bond market compliance and disclosure obligations.

Contract Details

Vendor

PHOENIX ADVISORS LLC

Agency

UPPER PITTSGROVE TWP School District, NJ

Contract Type

FINANCIAL_SERVICES

Document Date

May 20, 2026

Contract Term

One-year term commencing on July 1, 2026

Renewal Date

2027-06-30

Renewal Info

One-year financial services contract starting July 1, 2026; renewal provisions not described.

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