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Santa Clara Unified Awards Financial Services Contract to Bank of America Merrill Lynch (December 2021)

Santa Clara Unified logoSanta Clara Unified
Approved
Dec 31, 2021

The 30-second brief

What it covers

Santa Clara County recognizes Bank of America Merrill Lynch as an approved broker/dealer for its Commingled Investment Pool. This approval authorizes the firm to handle County investment trades under the current policy.

Who holds it

Bank of America Merrill Lynch holds this financial services contract with Santa Clara Unified. Its other public contracts on record include work for Colonial Heights City Public Schools and City of Rochester Hills.

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Contract details

Contract type
Financial Services
Document date
December 31, 2021
Vendor
Bank of America Merrill Lynch
Agency
Santa Clara Unified
Source document
santa-clara-unified-report-2021-12-31_0eb.pdf (Report)

Bank of America Merrill Lynch's other public contracts

Colonial Heights City Public Schools, VirginiaSchool Board designates Bank of America Merrill Lynch depository · Aug 25, 2026UndisclosedCity of Rochester Hills, MichiganRochester Hills Designates Bank of America Merrill Lynch · Aug 24, 2026UndisclosedHouston Isd, TexasBank of America Merrill Lynch on District Broker/Dealer List · Jun 11, 2026UndisclosedBellevue School District, WashingtonBank of America Merrill Lynch Wins 2014 Bonds · Mar 19, 2026Bellevue School District, Washington2014 Bonds with BofA Merrill Lynch May Be Refunded · Mar 19, 2026UndisclosedAll Bank of America Merrill Lynch contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Santa Clara Unified?

Bank of America Merrill Lynch was awarded this financial services contract by Santa Clara Unified, as recorded on December 31, 2021.

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 santa-clara-unified-report-2021-12-31_0eb.pdf (Report), dated December 31, 2021 from Santa Clara Unified. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Bank of America Merrill Lynch hold?

Bank of America Merrill Lynch 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 Santa Clara Unified currently buying?

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

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