FINANCIAL_SERVICESAPPROVED

Union Sanitary District Awards Financial Services Contract to Pfm Asset Management (July 2026)

Union Sanitary District reaffirmed its investment policy on July 13, 2026, following review with PFM Asset Management, and renewed the one‑year delegation of Treasurer authority to the Business Services Manager. PFM Asset Management continues to provide investment advisory support for the District’s public funds portfolio.

Status
APPROVED
Document date
July 13, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Pfm Asset Management
Agency
Union Sanitary District · CA

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
One-year period delegation of investment authority beginning July 13, 2026
Renewal date
2027-07-13
Renewal
Investment Policy No. 2030 is reviewed annually; delegation of Treasurer authority to the Business Services Manager was renewed for a one-year term beginning July 13, 2026.
Document type
Minutes
Source document
Union Sanitary District Minutes Meeting of July 13, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Union Sanitary District?

Pfm Asset Management was awarded this financial services contract by Union Sanitary District, as recorded on July 13, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in Union Sanitary District Minutes Meeting of July 13, 2026 (Minutes), dated July 13, 2026 from Union Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management hold?

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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What is Union Sanitary District currently buying?

Explore Union Sanitary District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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