San Bruno Park Elementary Awards Financial Services Contract to Isom Advisors a Division of Urban Futures Inc (July 2026)
San Bruno Park ElementarySchool · San Bruno, CA- Disclosed value
- 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
- From agreement
- Approved
- Jul 19, 2026
The 30-second brief
San Bruno Park School District entered into a five-year consulting services agreement with Isom Advisors, a Division of Urban Futures Inc., to provide financial planning, municipal advisory, continuing disclosure, and Annual Debt Transparency Report services related to the District’s bond program. The contract specifies contingent and annual fees with caps, including up to $15,000 for financial planning, $65,000 per bond series for advisory work, capped annual fees for disclosure and ADTR filings, and up to $2,500 in reimbursable expenses, with options for one-year renewals.
Isom Advisors a Division of Urban Futures Inc holds this financial services contract with San Bruno Park Elementary. Its other public contracts on record include work for San Francisco Unified and Calistoga Joint Unified.
Term as filed: Effective Date through the 5-year anniversary, with option to extend for successive 1-year periods upon mutual written agreement.
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Contract details
- Contract type
- Financial Services
- Amount
- 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
- Document date
- July 19, 2026
- Term
- Effective Date through the 5-year anniversary, with option to extend for successive 1-year periods upon mutual written agreement
- Source document
- San Bruno Park School District Consulting Services Agreement 2026-07-19 (Agreement)
Isom Advisors a Division of Urban Futures Inc's other public contracts
More San Bruno Park Elementary contracts
Questions about this contract
Who was awarded the financial services contract by San Bruno Park Elementary?
Isom Advisors a Division of Urban Futures Inc was awarded this financial services contract by San Bruno Park Elementary, as recorded on July 19, 2026. The contract value is 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.
How much is the Isom Advisors a Division of Urban Futures Inc contract with San Bruno Park Elementary worth?
The Isom Advisors a Division of Urban Futures Inc contract with San Bruno Park Elementary is valued at 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, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agreement record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in San Bruno Park School District Consulting Services Agreement 2026-07-19 (Agreement), dated July 19, 2026 from San Bruno Park Elementary. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Isom Advisors a Division of Urban Futures Inc hold?
Isom Advisors a Division of Urban Futures 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 San Bruno Park Elementary currently buying?
Explore San Bruno Park Elementary's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.