Item Coversheet

Santa Rosa County District Schools


Submitted By:Joey Harrell, Asst. Supt. for Administrative Services


Administrative
Action Agenda

Title of Item:COPS - Engagement Letter w/PFM Financial Advisors
Description/Introduction:Engagement letter to confirm SRCSB agreement that PFM Financial Advisors LLC will act as financial advisor to the School District on issuance of the District's Certificates of Participation, Series 2019
Recommendation/Action Requested:Request approval


Financial Impact:
A-Funds required from School Board?Yes
B-Amount requiredNot to exceed $40,000
C-Grant/Project Synopsis attached?No
D-Date Grant/Project Reviewed/Approved by Accountant:


Legal Review
Does item require legal review?Yes
If Yes, Approval DateMarch 13, 2019

REVIEWERS:
ReviewerActionDate
Pattullo, MelanieApproved3/13/2019 - 10:00 AM
ATTACHMENTS:
DescriptionUpload DateType
Engagement Letter3/13/2019Cover Memo
Disclosures3/13/2019Cover Memo