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CHARLES SCHWAB & CO., INC Roanoke TX 76262 USA

UEI: SLED_6A9CE1A990A8C5C8

CHARLES SCHWAB & CO., INC Roanoke TX 76262 USA is a federal contractor, registered under UEI SLED_6A9CE1A990A8C5C8. It has been awarded $4,950,960 across 1 federal contract. Primary work spans Investment Banking and Securities Intermediation. Top awarding agencies include Comptroller Of Currency Acqs.

Contact Information

Registration and classification details

Registration

UEI Code

SLED_6A9CE1A990A8C5C8

Federal Contracting Overview

Award totals, agency breakdown, NAICS distribution, and geographic footprint.

Key Performance Metrics

Awards Count

0

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Active

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Total Awards

All time

Contracts

Prime · all time

Subcontracts

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Grants

Prime · all time

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Award Analytics & Distribution

Awards by Agency

Comptroller Of Currency Acqs$5.0M100%

Awards by NAICS

523150 - Investment Banking and Securities Intermediation$5.0M100%

Awards by Agency Over Time

Awards by Place of Performance

Open opportunities in CHARLES SCHWAB & CO., INC Roanoke TX 76262 USA's top NAICS codes and agencies

EXT AIR | 50433 Credit Liquidity and Bond Purchase

Solicitation # SFGOV-0000011971

The San Francisco International Airport is seeking to establish a prequalified pool of commercial banks and financial institutions capable of providing credit or liquidity facilities to support the issuance of its bonds and commercial paper notes, or directly purchasing those bonds. This solicitation, identified as RFQ 50433, is open for proposals until May 31, 2028, but remains accessible through the date that is two months before the pool’s expiration, with submissions accepted via the Airport’s e-Procurement Portal. Proposers must demonstrate their financial stability and creditworthiness, and while prequalification does not guarantee a contract, it allows the Airport to select participants on an as-needed basis at its sole discretion. The initiative aims to secure reliable financial partners capable of ensuring liquidity and market confidence for the Airport’s debt instruments. The solicitation is administered by the City and County of San Francisco through its Airport Commission, with primary contact information provided through Matthew Lau and Alfy Wong. Although the initial proposal deadline is listed as August 21, 2026, the overall procurement period extends through June 1, 2031, allowing for a long-term engagement window. Participation requires submission of detailed information on institutional ratings and capacity to fulfill the financial obligations outlined, and all proposals must be submitted through the designated portal. Prequalified entities will be evaluated based on financial strength, market reputation, and ability to respond promptly when the Airport requires funding support, but no binding agreements are created through this process. The Airport retains full authority to determine the timing, size, and terms of any future transactions with members of the prequalified pool.

San Francisco International Airport

POSTED

DEADLINE

in almost 5 years

RFQ 50433 - Credit and/or Liquidity Facilities and/or Making a Direct Purchase of Bonds

Solicitation # 50433

The San Francisco International Airport Commission is issuing RFQ 50433 to establish a pre-qualified pool of financial institutions to support its financing needs. The primary objective is to identify Providers capable of offering credit, liquidity, or alternative credit facilities to support variable rate bonds and commercial paper notes, or those capable of purchasing bonds and notes directly. This solicitation is a qualification-based process rather than a request for immediate pricing or terms. Inclusion in the pool does not guarantee a contract but allows the Commission and other City departments to solicit proposals and negotiate terms as needed. The pool is intended to remain valid for up to four years. To be eligible, Providers must meet mandatory pass/fail minimum qualifications, including specific long-term and short-term credit ratings from at least two nationally recognized agencies. Specifically, firms must hold a long-term rating of A2 or equivalent and a short-term rating of P-1 or equivalent, though other sections mention a threshold of BBB- or Baa3. Selection for the pool is based on these qualifications, with preference given to firms with the highest ratings. Additionally, Providers must register as City Suppliers and comply with local mandates, including the Labor Peace/Card Check Rule, Health Care Accountability Ordinance, and cybersecurity standards, such as providing a SOC-2 report or completing a Cyber Risk Assessment. The process is structured similarly to an indefinite delivery/indefinite quantity framework, where the City may select providers from the pool for specific transactions without further solicitation for amounts below a defined threshold.

POSTED

DEADLINE

in almost 2 years

Municipal Advisory Services

Solicitation # RFP-226-07-086-SVC

The Bexar County Hospital District, operating as University Health, is a major integrated health system in South Texas with a budget exceeding $4 billion and more than 12,000 employees. Since launching a substantial capital improvement initiative in 2008, the organization has significantly expanded its services and facilities to meet the growing healthcare demands of the region and currently holds approximately $950 million in outstanding bonds issued over multiple years. The District is now seeking qualified firms to provide municipal advisory services to support future bond issuances, refinancing activities, and strategic debt analysis to align with its long-term financing objectives. Proposals are being solicited under RFP-226-07-086-SVC, with responses due by August 26, 2026. The opportunity is open to qualified advisors who can assist with structuring and executing debt transactions, evaluating market conditions, and identifying opportunities to optimize the District’s capital structure. The primary point of contact for inquiries is Karthik Munnam, reachable via email at karthik.munnam@uhtx.com. All submissions must be made through the designated online portal, and the work is expected to be performed in Texas, serving the operational and financial needs of University Health across its extensive network of facilities.

University Health

POSTED

DEADLINE

Municipal Bond Structuring AdvisoryThe contract involves providing specialized advisory services focused on structuring tax-exempt municipal bonds. Key responsibilities include advising on credit enhancement strategies to improve bond ratings and reduce financing costs, developing detailed timelines for bond issuance to ensure compliance with regulatory and market requirements, and planning outreach efforts aimed at attracting potential investors. The overall goal is to facilitate efficient and effective bond issuance for municipal projects, enhancing the financial viability and appeal of the bonds. This subcontract is under the Illinois Finance agency, with the place of performance set in Chicago, Illinois, specifically within the 60601 zip code area. The contract is categorized under NAICS code 523150, which pertains to securities and commodities brokerage. It was posted on November 6, 2025, and does not specify any type of set-aside or designated organization type. The contract supports municipal finance initiatives through expert consulting designed to optimize the structure and marketing of bond offerings.

POSTED

DEADLINE

Investment Banking Co-Manager Services – Bond Issuance & Financial AdvisoryThis contract involves providing investment banking and financial advisory services as a Co-Manager for the Illinois Housing Development Authority (IHDA). The scope includes structuring, underwriting, and co-managing municipal bond issuances, along with other capital market financing solutions. These services will support IHDA's efforts to secure financing through bond sales, ensuring effective placement and management of municipal securities to meet the agency’s financial objectives. The work will be performed primarily in Chicago and falls under the NAICS code 523150, indicating securities and commodity exchanges activities. The contract type is a subcontract, issued by the Illinois Finance agency, with the goal of facilitating IHDA's capital market transactions. Specific solicitation details and points of contact are not provided, but the arrangement emphasizes collaborative roles in managing bond issuances critical to IHDA's financing strategy.

POSTED

DEADLINE

26-551HDA-FINAN-B-50008 | EXEMPT RENEWAL NOTICE: Investment Bankers - Co-Managers

Solicitation # 26-551HDA-FINAN-B-50008

The contract pertains to an exempt renewal notice for investment banking services, specifically for co-managers, issued by the Illinois Finance Agency. The solicitation, identified by number 26-551HDA-FINAN-B-50008, was posted on November 6, 2025, and is categorized as a solicitation without a specified type of set-aside or designated NAICS code. The contract falls under the State and Local Entity Defense (SLED) organization type and involves services to be performed in Chicago, Illinois, at the specified ZIP code 60601. The primary contact for this contract is Amanda Carone, serving as the purchaser, reachable via email and phone. The contract is intended for the continuation or renewal of investment banking co-manager services, a critical function likely related to financial transactions or advisory roles managed by the Illinois Finance Agency. Details and further documentation are accessible through the Illinois BidBuy system, ensuring transparency and structured procurement processes.

POSTED

DEADLINE