San Bruno Park Elementary Awards Financial Services Contract to Isom Advisors a Division of Urban Futures Inc (July 2026)

Not to exceed $15,000 for Financial Planning Services; Not to exceed $65,000 per series for Financial Advisory Services; Annual Continuing Disclosure fee not to exceed $3,000 plus $500 per additional reportable series with a maximum cost of $5,000 plus expenses; $250 per ADTR report filing with a maximum total of $3,000; Out-of-pocket expenses reimbursed up to $2,500

FINANCIAL_SERVICES

Effective Date through the 5-year anniversary, with option to extend for successive 1-year periods upon mutual written agreement

Initial term is five years from the Effective Date, with the option for successive one-year extensions upon mutual written agreement by the parties. Professional liability insurance on a claims-made basis must be maintained for four years after expiration of the term and any extensions.

Agreement