District Considers U.S. Bank Bond Trustee Appointment
Serenoa Community Development DistrictSpecial District · Port St. Lucie, FL- Disclosed value
- $13,675 total, including $2,400 acceptance fee, $4,350 annual trustee/paying agent/registrar fee, $175 estimated closing expenses, $6,750 one-time trustee counsel fee, and 7.50% of annual fees for ongoing out-of-pocket expenses
- From agendapacket
- Document date
- Oct 21, 2026
The 30-second brief
Serenoa Community Development District is considering appointing U.S. Bank as trustee, paying agent, and registrar for its Series 2026 special assessment bonds. The proposal totals $13,675 in stated fees, with annual fees and additional extraordinary-service charges applying as described.
U.S. Bank holds this financial services contract with Serenoa Community Development District. Its other public contracts on record include work for Harrison Ranch Community Development District and Lake Berryessa Resort Improvement District (Lbrid).
Term as filed: Acceptance, annual trustee/paying agent/registrar services, and bond closing services for the Special Assessment Bonds, Series 2026.
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
- $13,675 total, including $2,400 acceptance fee, $4,350 annual trustee/paying agent/registrar fee, $175 estimated closing expenses, $6,750 one-time trustee counsel fee, and 7.50% of annual fees for ongoing out-of-pocket expenses
- Document date
- October 21, 2026
- Term
- Acceptance, annual trustee/paying agent/registrar services, and bond closing services for the Special Assessment Bonds, Series 2026
- Vendor
- U.S. Bank
- Source document
- Serenoa Community Development District AgendaPacket Regular Board Meeting 2026-10-21 (AgendaPacket)
U.S. Bank's other public contracts
More Serenoa Community Development District contracts
Questions about this contract
Who was awarded the financial services contract by Serenoa Community Development District?
U.S. Bank was awarded this financial services contract by Serenoa Community Development District, as recorded on October 21, 2026. The contract value is $13,675 total, including $2,400 acceptance fee, $4,350 annual trustee/paying agent/registrar fee, $175 estimated closing expenses, $6,750 one-time trustee counsel fee, and 7.50% of annual fees for ongoing out-of-pocket expenses.
How much is the U.S. Bank contract with Serenoa Community Development District worth?
The U.S. Bank contract with Serenoa Community Development District is valued at $13,675 total, including $2,400 acceptance fee, $4,350 annual trustee/paying agent/registrar fee, $175 estimated closing expenses, $6,750 one-time trustee counsel fee, and 7.50% of annual fees for ongoing out-of-pocket expenses, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in Serenoa Community Development District AgendaPacket Regular Board Meeting 2026-10-21 (AgendaPacket), dated October 21, 2026 from Serenoa Community Development District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
Show 2 more questions
What other contracts does U.S. Bank hold?
U.S. Bank 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 Serenoa Community Development District currently buying?
Explore Serenoa Community Development District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.