Santa Clara Valley Water District Agenda 2026-05-12
SymPro Selected For Investment Services Sole Source
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Description
The Board is asked to authorize a five-year sole source agreement with SymPro for investment-related services at a combined annual cap of $100,000 shared with Bloomberg. This supports the Treasurer’s delegated authority to deposit and invest district funds under the Board Investment Policy.
Contract Details
Contract Amount
Not to exceed $100,000 annually (combined with Bloomberg) for five years
Vendor
SYMPRO
Agency
Santa Clara Valley Water District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
May 12, 2026
Contract Term
Five years
Renewal Info
Initial sole source authorization for a five-year term at a combined annual not-to-exceed amount with Bloomberg; future renewals would require additional Board action.
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