CONTRACTDISCUSSED

USBancorp Role in Advisory Assignment Reviewed

Winona Area Public School District logoWinona Area Public School District
Document date
Oct 14, 2021

The 30-second brief

What it covers

The Finance Committee reviewed information on a proposed assignment of the district’s investment advisory agreements in connection with PFM’s sale to USBancorp. This discussion sets the stage for potential transition of advisory services to USBancorp.

Who holds it

USBANCORP holds this financial services contract with Winona Area Public School District. Its other public contracts on record include work for City of Cañon and City of Burlington city.

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Contract details

Contract type
Financial Services
Document date
October 14, 2021
Vendor
USBANCORP
Source document
winona-area-public-school-district-meeting-minutes-2021-10-14_432.pdf (Meeting Minutes)

USBANCORP's other public contracts

More Winona Area Public School District contracts

Questions about this contract

Who was awarded the financial services contract by Winona Area Public School District?

USBANCORP was awarded this financial services contract by Winona Area Public School District, as recorded on October 14, 2021.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in winona-area-public-school-district-meeting-minutes-2021-10-14_432.pdf (Meeting Minutes), dated October 14, 2021 from Winona Area Public School District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does USBANCORP hold?

USBANCORP 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 Winona Area Public School District currently buying?

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