Santa Clara Valley Water District AgendaPacket 2026-05-12
SymPro Approved for Investment Services Agreement
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Description
The Board authorized a five-year sole source procurement with SymPro to provide investment-related services, with total combined costs with Bloomberg capped at $100,000 annually. These services will support the Treasurer’s deposit and investment activities 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 12, 2026
Contract Term
Five years
Renewal Info
Sole source investment-related services agreement authorized for five years with a combined annual cap shared with Bloomberg; future renewals would require additional Board action.
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