City Extends Investment Advisory Contract with PFM | City of Santa Rosa | U.S. BANCORP ASSET MANAGEMENT INC DBA PFM ASSET MANAGEMENT

Scope & details

The full contract record, as filed.

Contract amount

Increase of $1,720,000 for a total not-to-exceed $3,220,000

Contract type

FINANCIAL_SERVICES

Contract term

Extended five years through October 1, 2029

Renewal date

2029-10-01

Renewal

First amendment extends the existing investment advisory services agreement for an additional five years through October 1, 2029 with increased compensation; includes formal assignment and assumption of the original agreement.

Document type

Agenda

Source document

city_council_regular_meeting_agenda_and_summary_re.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Santa Rosa?

U.s. Bancorp Asset Management Inc Dba Pfm Asset Management was awarded this financial services contract by City of Santa Rosa, as recorded on November 4, 2025. The contract value is Increase of $1,720,000 for a total not-to-exceed $3,220,000.

How much is the U.s. Bancorp Asset Management Inc Dba Pfm Asset Management contract with City of Santa Rosa worth?

The U.s. Bancorp Asset Management Inc Dba Pfm Asset Management contract with City of Santa Rosa is valued at Increase of $1,720,000 for a total not-to-exceed $3,220,000, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in city_council_regular_meeting_agenda_and_summary_re.pdf (Agenda), dated November 4, 2025 from City of Santa Rosa. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does U.s. Bancorp Asset Management Inc Dba Pfm Asset Management hold?

U.s. Bancorp Asset Management Inc Dba Pfm Asset Management 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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