Agenda Item
Meeting Date: 5/11/2010 - 7:30 PM
Category: Business/Action Items
Type: Action
Subject: 14.7 Consider Approval of Master Investment Banking Agreement
LCAP (Local Control Accountability Plan) Goal:
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.
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 job description as presented'. Upon a Roll-Call Vote being taken, the vote was: Aye: 5 Nay: 0.
The motion Carried 5 - 0
Gary Eberhart     Yes
Paul Strange     Yes
Linda Mayo     Yes
Richard Allen     Yes
Sherry Whitmarsh     Yes