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School Procurement Guide

Raymond James & Associates, Inc.

Raymond James is consistently among the leading K-12 municipal bond underwriters in California and the nation. Its seven-member California Education Finance team brings experience, professionalism and integrity to financing K-12 school bond programs and prides itself on providing creative solutions, top-notch service and low borrowing costs, supporting its clients? efforts to act as true stewards of taxpayer dollars. Raymond James? extensive distribution network of 11,400 financial advisors in the U.S., Canada and overseas translates to low cost bond financings for California K-12 school districts and their taxpayers. In 2018, 2019 and 2020, Raymond James was the #1 ranked underwriter of negotiated California K-12 school district general obligation bonds by either par amount or number of issues and #2 in 2021 and 2022 (per Bloomberg).

RAYMOND JAMES UNDERWRITES THE FOLLOWING FOR CALIFORNIA SCHOOL DISTRICTS:
General Obligation Bonds
Certificates of Participation
Refunding Bonds
Tax-Secured Financings
Taxable Bonds
Workforce and Teacher Housing

CONTACT: Randy Merritt, Managing Director
Tel: (949) 485-5903
Email: randy.merritt@raymondjames.com

Location: Eastern

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Associate Member Conference Attendance Policy

Purpose To ensure a fair and consistent experience for all participants at CASBO conferences and to maintain the value of sponsorship and exhibitor opportunities for associate members.

Policy Statement Associate Members who are not exhibiting or sponsoring at a CASBO conference are not permitted to attend the event as regular attendees.

Details

  • Conference attendance for Associate Members is considered a benefit tied to active participation as an exhibitor or sponsor.
  • Only Associate Member firms with a confirmed exhibit booth or paid sponsorship are eligible to register representatives for conference access.
  • Associate Members without an exhibit or sponsorship may not:
    • Purchase or obtain standard attendee registrations
    • Access sessions, meals, networking events, or the exhibit hall
    • Attend on behalf of or in partnership with another exhibiting or sponsoring organization
  • This policy ensures equitable opportunities for participating partners and protects the value of conference engagement offerings.

Exceptions Any exceptions to this policy must be reviewed and approved in advance by CASBO leadership.

Enforcement CASBO reserves the right to:

  • Deny registration requests that do not meet the eligibility requirements
  • Remove individuals from the event who attend in violation of this policy
  • Revoke or limit membership privileges for repeated violations