FINANCIAL_SERVICESONGOING

UMB Bank Named Trustee for 2026A TRAN Program

Mountain Empire Unified and other San Diego County school districts, together with the County of San Diego, enter into a Trust Agreement appointing UMB Bank, National Association as Trustee for the 2026A Tax and Revenue Anticipation Note Participations. UMB Bank will administer issuance, custody, investment, and payment functions for the pooled TRAN program through maturity in 2027, with compensation from issuance proceeds and issuer-paid fees.

Status
ONGOING
Document date
July 1, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Umb Bank National Association
Agency
Mountain Empire Unified · CA

Trusted by teams at

Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
Dated as of ________ 1, 2026, through final payment/defeasance of Note Participations Series 2026A (maturity _________, 2027)
Renewal date
2027-12-31
Renewal
Trustee engagement continues until all Note Participations are paid or defeased; a majority of non-defaulting Issuers may remove the Trustee, and the Trustee may resign, with any qualified bank or trust company in Los Angeles or San Francisco appointed as successor under Section 8.02.
Document type
Agreement
Source document
Mountain Empire Unified Trust Agreement 2026-07-01

Related contracts

Other contracts from Umb Bank National Association.

View all →

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Mountain Empire Unified?

Umb Bank National Association was awarded this financial services contract by Mountain Empire Unified, as recorded on July 1, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agreement record.

Where was this contract approved?

This contract appears in Mountain Empire Unified Trust Agreement 2026-07-01 (Agreement), dated July 1, 2026 from Mountain Empire Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Umb Bank National Association hold?

Umb Bank National Association may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Umb Bank National Association's profile

What is Mountain Empire Unified currently buying?

Explore Mountain Empire Unified's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Mountain Empire Unified's profile

Bring us your territory.
We'll show you what is forming.

B2G and SLED sales intelligence. Surface government procurement signals from 80,000+ state, local, and education agencies months before the RFP.

Try Civic IQ for free