CONTRACTDISCUSSSED

Board Considers Investment Agreement With E&E Financial

The O'Farrell Charter District logoThe O'Farrell Charter District
Document date
Mar 4, 2024

The 30-second brief

What it covers

The Board discussed investment strategies and a potential agreement with E&E Financial to provide investment-related services to The O’Farrell Charter Schools. No specific dollar amount or term was stated in the available document text.

Who holds it

E&e Financial holds this financial services contract with The O'Farrell Charter District. Its other public contracts on record include work for Elevate Collegiate Charter School and Albert Einstein Academies District.

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Contract details

Contract type
Financial Services
Document date
March 4, 2024
Vendor
E&e Financial
Source document
the_ofarrell_charter_schools_board_of_directors_me.pdf (Agenda)

E&e Financial's other public contracts

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Questions about this contract

Who was awarded the financial services contract by The O'Farrell Charter District?

E&e Financial was awarded this financial services contract by The O'Farrell Charter District, as recorded on March 4, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in the_ofarrell_charter_schools_board_of_directors_me.pdf (Agenda), dated March 4, 2024 from The O'Farrell Charter District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What is The O'Farrell Charter District currently buying?

Explore The O'Farrell Charter District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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