San Marcos Unified Awards Financial Services Contract to U.S. Bank Trust Company National Association (November 2026)
San Marcos UnifiedSchool · San Marcos, CA- Disclosed value
- Up to $26,010.00 per Fiscal Year for the Administrative Expense Requirement, escalating 2% annually beginning Fiscal Year 2027-2028
- From agreement
- Approved
- Nov 11, 2026
The 30-second brief
Community Facilities District No. 18 approved a Fiscal Agent Agreement with U.S. Bank Trust Company, National Association. The bank will administer the Series 2026 Special Tax Bonds, including bond proceeds, special tax revenues, funds, records, and debt-service payments; administrative expenses are budgeted at up to $26,010 per fiscal year with 2% annual escalation beginning in fiscal year 2027-2028.
U.S. Bank Trust Company National Association holds this financial services contract with San Marcos Unified. Its other public contracts on record include work for Illinois Finance Authority | State of Illinois and Beaverton School District 48J.
Term as filed: Dated as of December 1, 2026; continues for administration of the Series 2026 Special Tax Bonds under the Fiscal Agent Agreement.
See who decides the next one before it's bid.
Get pre-RFPs freeFree account · 30-second setup · No credit card
Contract details
- Contract type
- Financial Services
- Amount
- Up to $26,010.00 per Fiscal Year for the Administrative Expense Requirement, escalating 2% annually beginning Fiscal Year 2027-2028
- Document date
- November 11, 2026
- Term
- Dated as of December 1, 2026; continues for administration of the Series 2026 Special Tax Bonds under the Fiscal Agent Agreement
- Agency
- San Marcos Unified
- Source document
- San Marcos Unified School District Agreement Fiscal Agent Agreement for Community Facilities District No. 18 Series 2026 Special Tax Bonds 2026-12-01 (Agreement)
U.S. Bank Trust Company National Association's other public contracts
More San Marcos Unified contracts
Questions about this contract
Who was awarded the financial services contract by San Marcos Unified?
U.S. Bank Trust Company National Association was awarded this financial services contract by San Marcos Unified, as recorded on November 11, 2026. The contract value is Up to $26,010.00 per Fiscal Year for the Administrative Expense Requirement, escalating 2% annually beginning Fiscal Year 2027-2028.
How much is the U.S. Bank Trust Company National Association contract with San Marcos Unified worth?
The U.S. Bank Trust Company National Association contract with San Marcos Unified is valued at Up to $26,010.00 per Fiscal Year for the Administrative Expense Requirement, escalating 2% annually beginning Fiscal Year 2027-2028, covering financial services work.
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 San Marcos Unified School District Agreement Fiscal Agent Agreement for Community Facilities District No. 18 Series 2026 Special Tax Bonds 2026-12-01 (Agreement), dated November 11, 2026 from San Marcos Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
Show 2 more questions
What other contracts does U.S. Bank Trust Company National Association hold?
U.S. Bank Trust Company 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.
What is San Marcos Unified currently buying?
Explore San Marcos Unified's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.