School District Proposes Five-Year Bond Advisory Agreement
Metropolitan Education DistrictSpecial District · San Jose, CA- Disclosed value
- $20,000 per voter survey plus third-party data collection costs; $25,000 per election; $75,000 per series of Bonds; $20,000 per community information mailer plus design and postage expenses; $5,000 annual continuing disclosure fee; $500 one-time setup fee and $500 annual fee per ADTR; expenses at direct cost plus 5%, or direct cost plus 10% for third-party creative, design, and communication services
- From contract
- Document date
- Sep 14, 2026
The 30-second brief
The Metropolitan School District entered into a proposed five-year agreement with Dale Scott & Co., Inc. for municipal advisory and continuing disclosure services related to bond measures, bond issuance, and annual debt reporting. Compensation includes fees ranging from $500 per ADTR to $75,000 per bond series, plus applicable survey, election, mailer, annual disclosure, and expense charges.
Dale Scott & Company Inc holds this financial services contract with Metropolitan Education District. Its other public contracts on record include work for Kern Community College District and East Side Union High.
Term as filed: Five years from the date signed by an authorized representative of the Client.
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Contract details
- Contract type
- Financial Services
- Amount
- $20,000 per voter survey plus third-party data collection costs; $25,000 per election; $75,000 per series of Bonds; $20,000 per community information mailer plus design and postage expenses; $5,000 annual continuing disclosure fee; $500 one-time setup fee and $500 annual fee per ADTR; expenses at direct cost plus 5%, or direct cost plus 10% for third-party creative, design, and communication services
- Document date
- September 14, 2026
- Term
- Five years from the date signed by an authorized representative of the Client
- Vendor
- Dale Scott & Company Inc
- Source document
- Metropolitan School District Contract Agreement for General Obligation Bond Measure Planning and Issuance 2026-09-14 (Contract)
Dale Scott & Company Inc's other public contracts
More Metropolitan Education District contracts
Questions about this contract
Who was awarded the financial services contract by Metropolitan Education District?
Dale Scott & Company Inc was awarded this financial services contract by Metropolitan Education District, as recorded on September 14, 2026. The contract value is $20,000 per voter survey plus third-party data collection costs; $25,000 per election; $75,000 per series of Bonds; $20,000 per community information mailer plus design and postage expenses; $5,000 annual continuing disclosure fee; $500 one-time setup fee and $500 annual fee per ADTR; expenses at direct cost plus 5%, or direct cost plus 10% for third-party creative, design, and communication services.
How much is the Dale Scott & Company Inc contract with Metropolitan Education District worth?
The Dale Scott & Company Inc contract with Metropolitan Education District is valued at $20,000 per voter survey plus third-party data collection costs; $25,000 per election; $75,000 per series of Bonds; $20,000 per community information mailer plus design and postage expenses; $5,000 annual continuing disclosure fee; $500 one-time setup fee and $500 annual fee per ADTR; expenses at direct cost plus 5%, or direct cost plus 10% for third-party creative, design, and communication services, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a contract record.
Where was this contract approved?
This contract appears in Metropolitan School District Contract Agreement for General Obligation Bond Measure Planning and Issuance 2026-09-14 (Contract), dated September 14, 2026 from Metropolitan Education District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Dale Scott & Company Inc hold?
Dale Scott & Company Inc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is Metropolitan Education District currently buying?
Explore Metropolitan Education District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.