FINANCIAL_SERVICESAWARDED

Monterey Peninsula Unified Awards Financial Services Contract to Morgan Stanley & Company (September 2025)

Monterey Peninsula Unified School District awarded Morgan Stanley & Co. the underwriting for its $60 million Election of 2024 General Obligation Bonds, Series A, at a true interest cost of 4.386%. The underwriter will receive $313,517.52 in fees, with bonds funded on August 26, 2025 and repayment scheduled through 2050.

Status
AWARDED
Document date
September 10, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Morgan Stanley & Company
Agency
Monterey Peninsula Unified · CA

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TerraCycle logo
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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 amount
$60,000,000.00 par; $313,517.52 underwriter’s discount/fees
Contract type
FINANCIAL_SERVICES
Contract term
Bonds sold August 12, 2025; funding date August 26, 2025; final repayment scheduled through August 1, 2050
Renewal date
2050-08-01
Renewal
This is a one-time bond underwriting engagement tied to the 2024 Election General Obligation Bonds, Series A, with no renewal provisions indicated.
Document type
Report
Source document
Monterey Peninsula Unified School District Report of Final Sale Election of 2024 General Obligation Bonds, Series A 2025-09-10

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Monterey Peninsula Unified?

Morgan Stanley & Company was awarded this financial services contract by Monterey Peninsula Unified, as recorded on September 10, 2025. The contract value is $60,000,000.00 par; $313,517.52 underwriter’s discount/fees.

How much is the Morgan Stanley & Company contract with Monterey Peninsula Unified worth?

The Morgan Stanley & Company contract with Monterey Peninsula Unified is valued at $60,000,000.00 par; $313,517.52 underwriter’s discount/fees, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Monterey Peninsula Unified School District Report of Final Sale Election of 2024 General Obligation Bonds, Series A 2025-09-10 (Report), dated September 10, 2025 from Monterey Peninsula Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley & Company hold?

Morgan Stanley & Company may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is Monterey Peninsula Unified currently buying?

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

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