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Union School District 5 Awards Financial Services Contract to Belle Haven (September 2019)

Union School District 5 logoUnion School District 5
Awarded
Sep 9, 2019
Renews
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The 30-second brief

What it covers

Belle Haven invested in Union School District’s 2014 Election Series E General Obligation Bonds issued on August 21, 2019. The Aa1-rated bonds will amortize through 2044.

Who holds it

Belle Haven holds this financial services contract with Union School District 5. Its other public contracts on record include work for North Sonoma County Hospital District and City of Hidden Hills.

What happens next

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Contract details

Contract type
Financial Services
Document date
September 9, 2019
Term
Bonds dated August 21, 2019; repayment schedule through 9/1/2044
Renews
On record
Vendor
Belle Haven
Agency
Union School District 5
Source document
union-school-district-5-report-2019-09-09_bd8.pdf (Report)

Belle Haven's other public contracts

North Sonoma County Hospital District, CaliforniaFinancial Portfolio Review Includes Belle Haven Consulting · Oct 28, 2026UndisclosedCity of Hidden Hills, CaliforniaBelle Haven Presents City Investment Portfolio Update · Feb 27, 2023UndisclosedCity of Hidden Hills, CaliforniaInvestment Advisory Services Presentation By Belle Haven · Jul 27, 2020UndisclosedCity of Hidden Hills, CaliforniaBelle Haven Presents Investment Advisory Services · Jan 27, 2020UndisclosedUnion School District, ConnecticutBelle Haven invests in school district GO bonds · Sep 9, 2019UndisclosedAll Belle Haven contractsVendor profile

More Union School District 5 contracts

Connected Professional Accountants LLCDistrict Reviews 2024-25 Audit with CPA Firm · Nov 12, 2025UndisclosedAir FuzionHigh School Gymnasium furnace replacement recommended · Aug 13, 2025UndisclosedGarrett Hemann & RobertsonGarrett, Hemann, Robertson approved as counsel · Jul 16, 2025UndisclosedJon ReynoldsJon Reynolds Contract Approved · Jul 16, 2025UndisclosedCarter WellsCarter Wells contract approval pending · Jul 16, 2025UndisclosedAll Union School District 5 activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Union School District 5?

Belle Haven was awarded this financial services contract by Union School District 5, as recorded on September 9, 2019.

What type of contract is this?

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

Where was this contract approved?

This contract appears in union-school-district-5-report-2019-09-09_bd8.pdf (Report), dated September 9, 2019 from Union School District 5. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Belle Haven hold?

Belle Haven may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Union School District 5 currently buying?

Explore Union School District 5's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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