FINANCIAL_SERVICESONGOING

CalMuni Hired for Pension & Financial Advisory Services

San Miguel Consolidated Fire Protection District has retained California Municipal Advisors LLC for up to $10,695 in pension and policy advisory services plus an $8,625 one-time portal setup fee. The engagement runs from July 30, 2026 through an outside completion date of December 31, 2027 to support pension planning, financial policies, and multi-year forecasting.

Status
ONGOING
Document date
August 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
California Municipal Advisors Llc
Agency
San Miguel Consolidated Fire Protection District · CA

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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
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 amount
Not to exceed $10,695 for pension and policy services plus a one-time portal setup fee of $8,625
Contract type
FINANCIAL_SERVICES
Contract term
Initial services scheduled to begin July 30, 2026 with an outside completion date of December 31, 2027
Renewal date
2027-12-31
Renewal
Initial engagement covers pension analysis, policy review, and portal setup through December 31, 2027; any future long-term financial plan updates or additional services would require separate authorization and budget capacity, with continued full portal access tied to separately approved annual plan updates.
Document type
AgendaPacket
Source document
San Miguel Consolidated Fire Protection District AgendaPacket Special Meeting of the Finance Committee 2026-08-12

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by San Miguel Consolidated Fire Protection District?

California Municipal Advisors Llc was awarded this financial services contract by San Miguel Consolidated Fire Protection District, as recorded on August 8, 2026. The contract value is Not to exceed $10,695 for pension and policy services plus a one-time portal setup fee of $8,625.

How much is the California Municipal Advisors Llc contract with San Miguel Consolidated Fire Protection District worth?

The California Municipal Advisors Llc contract with San Miguel Consolidated Fire Protection District is valued at Not to exceed $10,695 for pension and policy services plus a one-time portal setup fee of $8,625, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in San Miguel Consolidated Fire Protection District AgendaPacket Special Meeting of the Finance Committee 2026-08-12 (AgendaPacket), dated August 8, 2026 from San Miguel Consolidated Fire Protection District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does California Municipal Advisors Llc hold?

California Municipal Advisors Llc 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 California Municipal Advisors Llc's profile

What is San Miguel Consolidated Fire Protection District currently buying?

Explore San Miguel Consolidated Fire Protection District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View San Miguel Consolidated Fire Protection District's profile

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