FINANCIAL_SERVICESPENDING

Linn County Board of Supervisors Work Session Agenda April 2026

Linn County Weighs Disclosure Services Pact With Davidson

$1,000 per year for each Annual Report filed plus $250 for each Event Notice filed, plus reimbursement of out-of-pocket expensesLinn CountyD.A. DAVIDSON & CO.April 27, 2026

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Description

Linn County is considering approval of a Dissemination Agent Agreement with D.A. Davidson & Co. to handle secondary market disclosure filings for its outstanding and future municipal securities. The agreement establishes annual per-filing fees and allows either party to terminate with 30 days’ notice.

Contract Details

Contract Amount

$1,000 per year for each Annual Report filed plus $250 for each Event Notice filed, plus reimbursement of out-of-pocket expenses

Vendor

D.A. DAVIDSON & CO.

Agency

Linn County, IA

Contract Type

FINANCIAL_SERVICES

Document Date

April 27, 2026

Contract Term

Initial term beginning April 15, 2026, continuing annually until Undertakings for covered securities terminate or either party gives 30 days’ written termination notice

Renewal Info

Agreement renews annually through ongoing payment of the Annual Fee and continues until the related continuing disclosure Undertakings terminate; either Linn County or D.A. Davidson & Co. may terminate the agreement on 30 days’ written notice, with no fixed end date.