San Marcos Unified Awards Financial Services Contract to Stifel, Nicolaus & Company Incorporated (November 2026)
San Marcos UnifiedSchool · San Marcos, CA- Disclosed value
- Bond principal amount not to exceed $5,000,000; maximum underwriting discount not to exceed 2.00% of par amount
- From resolution
- Approved
- Nov 12, 2026
The 30-second brief
San Marcos Unified School District approved a negotiated bond sale to Stifel, Nicolaus & Company, Incorporated as underwriter. The Series 2026 Special Tax Bonds may total up to $5,000,000, with a maximum underwriting discount of 2.00% of par value.
Stifel, Nicolaus & Company Incorporated holds this financial services contract with San Marcos Unified. Its other public contracts on record include work for La Plata County and South-Western City Schools.
Term as filed: Negotiated sale and delivery of the Series 2026 Special Tax Bonds; final maturity no later than September 1, 2056.
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Contract details
- Contract type
- Financial Services
- Amount
- Bond principal amount not to exceed $5,000,000; maximum underwriting discount not to exceed 2.00% of par amount
- Document date
- November 12, 2026
- Term
- Negotiated sale and delivery of the Series 2026 Special Tax Bonds; final maturity no later than September 1, 2056
- Agency
- San Marcos Unified
- Source document
- San Marcos Unified School District Resolution Resolution No. 08-26/27 Approving Bond Issuance and Fiscal Agent Agreement 2026-11-12 (Resolution)
Stifel, Nicolaus & Company Incorporated's other public contracts
More San Marcos Unified contracts
Questions about this contract
Who was awarded the financial services contract by San Marcos Unified?
Stifel, Nicolaus & Company Incorporated was awarded this financial services contract by San Marcos Unified, as recorded on November 12, 2026. The contract value is Bond principal amount not to exceed $5,000,000; maximum underwriting discount not to exceed 2.00% of par amount.
How much is the Stifel, Nicolaus & Company Incorporated contract with San Marcos Unified worth?
The Stifel, Nicolaus & Company Incorporated contract with San Marcos Unified is valued at Bond principal amount not to exceed $5,000,000; maximum underwriting discount not to exceed 2.00% of par amount, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a resolution record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in San Marcos Unified School District Resolution Resolution No. 08-26/27 Approving Bond Issuance and Fiscal Agent Agreement 2026-11-12 (Resolution), dated November 12, 2026 from San Marcos Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Stifel, Nicolaus & Company Incorporated hold?
Stifel, Nicolaus & Company Incorporated may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is San Marcos Unified currently buying?
Explore San Marcos Unified's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.