CONTRACTAPPROVED

Tracy Independent Study Charter Awards Financial Services Contract to Raymond James & Associates Inc (October 2026)

Tracy Independent Study Charter
Disclosed value
Not to exceed $70,000,000 aggregate principal amount; underwriter’s discount not to exceed 0.30% of par amount
From resolution
Approved
Oct 27, 2026

The 30-second brief

What it covers

Tracy Unified School District authorized a negotiated sale of up to $70 million in Series B general obligation bonds to Raymond James & Associates, Inc. The underwriter’s discount may not exceed 0.30% of par value, and the bonds may mature no later than 30 years after issuance, subject to a possible 40-year legal limit.

Who holds it

Raymond James & Associates Inc holds this financial services contract with Tracy Independent Study Charter. Its other public contracts on record include work for San Luis Coastal Unified and Eatonton-Putnam Water And Sewer Authority.

What happens next

Term as filed: Series B bond issuance; final maturity not more than 30 years from issuance, or up to 40 years if legally permitted based on project useful life.

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Contract details

Contract type
Financial Services
Amount
Not to exceed $70,000,000 aggregate principal amount; underwriter’s discount not to exceed 0.30% of par amount
Document date
October 27, 2026
Term
Series B bond issuance; final maturity not more than 30 years from issuance, or up to 40 years if legally permitted based on project useful life
Source document
Tracy Unified School District Resolution Resolution No. 27-07 Authorizing Issuance and Sale of General Obligation Bonds 2026-10-27 (Resolution)

Raymond James & Associates Inc's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Tracy Independent Study Charter?

Raymond James & Associates Inc was awarded this financial services contract by Tracy Independent Study Charter, as recorded on October 27, 2026. The contract value is Not to exceed $70,000,000 aggregate principal amount; underwriter’s discount not to exceed 0.30% of par amount.

How much is the Raymond James & Associates Inc contract with Tracy Independent Study Charter worth?

The Raymond James & Associates Inc contract with Tracy Independent Study Charter is valued at Not to exceed $70,000,000 aggregate principal amount; underwriter’s discount not to exceed 0.30% 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 Tracy Unified School District Resolution Resolution No. 27-07 Authorizing Issuance and Sale of General Obligation Bonds 2026-10-27 (Resolution), dated October 27, 2026 from Tracy Independent Study Charter. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Raymond James & Associates Inc hold?

Raymond James & Associates Inc 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 Tracy Independent Study Charter currently buying?

Explore Tracy Independent Study Charter's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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