The District received Board approval for the agreement with Isom Advisors to perform financial planning and advisory services in preparation for a General Obligation Bond.
Isom Advisors will perform certain financial planning services which includes services such as preparing a capital and financing plan to fund the projects as identified through the Educational Master Facility Plan process, in addition to projects identified through the capital repair and upgrade work as performed by Greystone West and staff.
Greg Isom will be the District’s primary contact; his local clients include Bolinas Stinson ESD, Dixie ESD, Kentfield ESD, Lagunitas ESD, Martinez USD, Old Adobe ESD, Petaluma City Schools, San Rafael City Schools, Santa Rosa City Schools, Sonoma Valley USD, and Waugh ESD.
A full list of the services that will be provided by Greg Isom can be found in Exhibit A and B of the Isom Advisors Agreement.
View item 17f here for the full board report.