Capital Markets Advisors 2026-2027 Bid Award, RFP 2025-26 R03
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From the meeting:
Board of Education — 2026-08-27
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Agenda item: Capital Markets Advisors 2026-2027 Bid Award, RFP 2025-26 R03
Bid / RFP. Attached to agenda item: “Capital Markets Advisors 2026-2027 Bid Award, RFP 2025-26 R03”
Retrieved 2026-09-08 from the village's meeting portal.
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Also attached to this agenda item:
CMA Croton Harmon Schools Retainer Clarification...
CMA Response to RFP 2025-26 R03 for Fiscal Advisor...
Croton Harmon CSD 8.26.26 CMA (161 KB)
Fiscal Advisor RFP 2025-26 R03 Tally sheet rfp opening (73 KB)
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Agenda Item Details
Meeting
Aug 27, 2026 - Work Session
Category
6. Consent
Subject
6.13 Capital Markets Advisors 2026-2027 Bid Award, RFP 2025-26 R03
Type
Action (Consent)
Recommended Action
RESOLVED: That the Board of Education hereby approves the award to Capital Markets Advisors, LLC for 2026-2027 as presented for RFP 2026-26 R03, Fiscal Advisor Services.
Capital Market Advisors, LLC, 11 Grace Avenue Suite 308, Great Neck ,NY 11021 is recommended for award for Fiscal Advisor Services for the 2026-27 school year. The District received 4 responses to its RFP for Fiscal Advisor Services. CMA offered an annual retainer of $20,000 for all bond, note and lease financing and continuing disclosure requirements. Other special projects and state aid services will be billed at the hourly rate of $195.
Motion & Voting
RESOLVED: That the Board of Education hereby approves all the items under the consent agenda.
Motion by Theo Oshiro, second by Omar Mayyasi.
Final Resolution: Motion Carried
Yes: Anamika Bhatnagar, Omar Mayyasi, Theo Oshiro, Allison Samuels, Ana Teague, Elizabeth Laird
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Machine-extracted for search and reference — the original PDF is the authoritative version.