Municipal Financial Advisor Agreement Awarded to Live Oak Public Finance
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Description
Lake Dallas Independent School District approved an agreement with Live Oak Public Finance, LLC for governmental municipal advisory services. Fees are based on a tiered schedule contingent upon the issuance and sale of bonds or other Obligations. The agreement is effective May 11, 2026, and remains in force until terminated by either party with 30 days’ written notice.
Contract Details
Contract Amount
Contingent fee schedule based on size of Obligations; e.g., $15,000 for projects <$1,000,000, plus per-$1,000 incremental rates above thresholds
Vendor
LIVE OAK PUBLIC FINANCE LLC
Agency
Lake Dallas Isd, TX
Contract Type
FINANCIAL_SERVICES
Document Date
May 11, 2026
Contract Term
Effective May 11, 2026; in effect until terminated by either party with 30 days’ written notice
Renewal Info
This agreement automatically continues until terminated by either party with 30 days' written notice; no auto-renewal but continuous unless notice is given.
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