CalMuni Hired for Pension and Financial Advisory Services

San Miguel Fire & Rescue is engaging California Municipal Advisors LLC to provide municipal advisory services for pension modeling, financial policy development, and a financial information portal. The agreement, funded from existing consulting appropriations, includes up to $10,695 for pension and policy services and an $8,625 one-time portal setup fee, with work scheduled through December 31, 2027.

Scope & details

The full contract record, as filed.

Contract amount

Not-to-exceed $10,695 for pension and policy services plus one-time portal setup fee of $8,625

Contract type

PROFESSIONAL_SERVICES

Contract term

July 30, 2026 – December 31, 2027 (outside completion date for initial services)

Renewal date

2027-12-31

Renewal

Initial engagement runs through December 31, 2027; continued portal access and long-term financial plan updates would be tied to any separately authorized annual plan-update services approved in the future.

Document type

Agenda

Source document

San Miguel Consolidated Fire Protection District Agenda 2026-07-29

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the professional services contract by San Miguel Consolidated Fire Protection District?

California Municipal Advisors Llc (calmuni) was awarded this professional services contract by San Miguel Consolidated Fire Protection District, as recorded on July 29, 2026. The contract value is Not-to-exceed $10,695 for pension and policy services plus one-time portal setup fee of $8,625.

How much is the California Municipal Advisors Llc (calmuni) contract with San Miguel Consolidated Fire Protection District worth?

The California Municipal Advisors Llc (calmuni) contract with San Miguel Consolidated Fire Protection District is valued at Not-to-exceed $10,695 for pension and policy services plus one-time portal setup fee of $8,625, covering professional services work.

What type of contract is this?

This is a Professional Services contract, documented as a agenda record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in San Miguel Consolidated Fire Protection District Agenda 2026-07-29 (Agenda), dated July 29, 2026 from San Miguel Consolidated Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does California Municipal Advisors Llc (calmuni) hold?

California Municipal Advisors Llc (calmuni) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is San Miguel Consolidated Fire Protection District currently buying?

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