CONTRACTAPPROVED

San Marcos Unified Awards Financial Services Contract to U.S. Bank Trust Company National Association (November 2026)

San Marcos Unified
Disclosed value
Administrative expense allowance up to $26,010.00 per fiscal year, escalating 2.00% annually beginning fiscal year 2027-2028; specific fiscal-agent fee not stated
From resolution
Approved
Nov 12, 2026
Renews
Free account

The 30-second brief

What it covers

San Marcos Unified School District appointed U.S. Bank Trust Company, National Association as initial fiscal agent for Community Facilities District No. 18's Series 2026 Special Tax Bonds. The Fiscal Agent Agreement is dated December 1, 2026, and the bonds may total up to $5,000,000.

Who holds it

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.

What happens next

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Contract details

Contract type
Financial Services
Amount
Administrative expense allowance up to $26,010.00 per fiscal year, escalating 2.00% annually beginning fiscal year 2027-2028; specific fiscal-agent fee not stated
Document date
November 12, 2026
Term
Fiscal Agent Agreement dated December 1, 2026; continuing until the Series 2026 Special Tax Bonds are paid or otherwise discharged
Renews
On record
Source document
San Marcos Unified School District Resolution Resolution No. 08-26/27 Approving Bond Issuance and Fiscal Agent Agreement 2026-11-12 (Resolution)

U.S. Bank Trust Company National Association's other public contracts

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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 12, 2026. The contract value is Administrative expense allowance up to $26,010.00 per fiscal year, escalating 2.00% annually beginning fiscal year 2027-2028; specific fiscal-agent fee not stated.

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 Administrative expense allowance up to $26,010.00 per fiscal year, escalating 2.00% annually beginning fiscal year 2027-2028; specific fiscal-agent fee not stated, covering financial services work.

What type of contract is this?

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

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 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.

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