Santa Clara Valley Water District Board Meeting Agenda May 2026
Valley Water Plans SymPro Investment Services Agreement
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Description
The Board is asked to authorize a sole source five‑year agreement with SymPro for investment-related services, with annual costs included in a combined cap of $100,000 with Bloomberg. The services will support the District Treasurer in managing deposits and investments 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 5, 2026
Contract Term
Five years
Renewal Info
Sole source procurement for a five‑year term with a combined annual amount cap shared with Bloomberg; no explicit renewal terms stated.
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