Meeting Date:   5/11/2010 - 7:30 PM
Category:   Business/Action Items
Type:   Action
Subject:   14.7 Consider Approval of Master Investment Banking Agreement
Strategic Plan
Policy:  
Enclosure
File Attachment:  
Investment Banking Agreement - Mt Diablo USD 5-7-10.pdf
Summary At the April 27, 2010, School Board meeting the Board approved the underwriting team of Stone & Youngberg, George K. Baum & Co., and Brandis Tallman LLC subject to Board approval of a Master Contract. Attached is the Master Investment Banking Agreement for your consideration. The Master Investment Banking Agreement sets forth the scope of service, compensation, and other general provisions of the agreement between the underwriting team and the District.
Funding Bond proceeds.
Fiscal Impact No impact to the General Fund.
Recommendation Approve Master Investment Banking Agreement.
Approvals:  
Recommended By:
Signed By:
Greg Rolen, Esq. - General Counsel
Signed By:
Bryan Richards - Chief Financial Officer
Signed By:
Steven Lawrence - Superintendent
Vote Results:  

Original Motion
Member (Richard Allen) Moved, Member (Linda Mayo) seconded to approve the Original motion 'Approve Master Investment Banking Agreement.'. Upon a Roll-Call Vote being taken, the vote was: Aye: 5 Nay: 0.
The motion CARRIED 5 - 0
   
Gary Eberhart     Yes
Linda Mayo     Yes
Paul Strange     Yes
Richard Allen     Yes
Sherry Whitmarsh     Yes