FINANCIAL_SERVICESEXTENDED

Principal Financial Group agreements extended three years

The Board will authorize a three-year extension of its agreements with Principal Financial Group to provide investment manager and trustee banking services for the District’s Retirement Plan Trust and OPEB Trust from FY27 through FY29. The extension is contingent on annual Board-approved budgets.

Status
EXTENDED
Document date
July 15, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Principal Financial Group
Agency
Contra Costa Water District · CA

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TerraCycle logo
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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
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IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Contract term
3-year extension for FY27-FY29
Renewal date
2029-06-30
Renewal
Agreements extended for three additional fiscal years (FY27–FY29), subject to yearly budget approval by the Board.
Document type
Agenda
Source document
Contra Costa Water District Agenda 2026-07-15

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Contra Costa Water District?

Principal Financial Group was awarded this financial services contract by Contra Costa Water District, as recorded on July 15, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Contra Costa Water District Agenda 2026-07-15 (Agenda), dated July 15, 2026 from Contra Costa Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Principal Financial Group hold?

Principal Financial Group 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 Contra Costa Water District currently buying?

Explore Contra Costa Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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