Union Sanitary District Board Meeting Agenda 2026-06-08
PFM Continues Managing District Investment Portfolio
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Description
Union Sanitary District continues to utilize PFM Asset Management LLC under a Board-authorized portfolio management services contract initiated in October 2018 to manage its investment assets and provide detailed reporting and economic analysis. The agreement supports maximizing investment returns while maintaining compliance with government investment requirements.
Contract Details
Vendor
PFM ASSET MANAGEMENT LLC
Agency
Union Sanitary District, CA
Contract Type
FINANCIAL_SERVICES
Document Date
June 8, 2026
Renewal Info
Board originally authorized the General Manager to sign the Portfolio Management Services Contract with PFM in October 2018; current materials indicate the contract remains in effect as of the FY 2026 3rd quarter report.
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