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FINANCIAL_SERVICESAPPROVED

Lake Dallas Independent School District Agreement Governmental Municipal Advisory Agreement 2026-05-11

Municipal Financial Advisor Agreement Awarded to Live Oak Public Finance

Contingent fee schedule based on size of Obligations; e.g., $15,000 for projects <$1,000,000, plus per-$1,000 incremental rates above thresholdsLake Dallas IsdLIVE OAK PUBLIC FINANCE LLCMay 11, 2026

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Derivita logo
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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
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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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