PFM Asset Management Continues CCWD Advisory Role

CCWD reported that PFM Asset Management continued advising on its investment portfolio. The advisor helped guide purchases across a five-year window to balance yield and interest rate risk.

Document date · September 11, 2026

Track Contra Costa Water District contracts

Get alerts when new contracts are awarded or existing ones approach renewal at Contra Costa Water District.

Get started free

Create a free account · no credit card

Work in government? Get Civic IQ free

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

StaffReport

Source document

Contra Costa Water District Staff Report Investment Portfolio Status Report 2026-09-11

Related contracts

Other contracts from Pfm Asset Management.

View all →

Town of Webster Agenda Town Board Meeting Agenda September 17, 2026

PENDING

Town of Webster, New YorkSep 16, 2026

San Gorgonio Pass Water Agency AgendaPacket Finance and Budget Committee Meeting 2026-09-14

ONGOING

San Gorgonio Pass Water Agency, CaliforniaSep 14, 2026

East Bay Regional Park District AgendaPacket Board Finance Committee Meeting 2026-09-10

ONGOING

East Bay Regional Park District Fire Department, CaliforniaSep 10, 2026

Whitemarsh Township AgendaPacket Board of Supervisors Meeting September 10, 2026

ONGOING

Town of Whitemarsh, PennsylvaniaSep 10, 2026

City of Dixon Treasurer Report September 10, 2026

ONGOING

City of Dixon, CaliforniaSep 10, 2026

Frequently asked questions

Common questions about this contract, answered from the record.

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

Pfm Asset Management was awarded this financial services contract by Contra Costa Water District, as recorded on September 11, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Contra Costa Water District Staff Report Investment Portfolio Status Report 2026-09-11 (StaffReport), dated September 11, 2026 from Contra Costa Water 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.

View Pfm Asset Management's profile

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.

View Contra Costa Water District's profile