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CCWD investment strategies with PFM Asset Management

Contra Costa Water District logoContra Costa Water District
Document date
Sep 17, 2025
Term
ongoing

The 30-second brief

What it covers

CCWD collaborates with PFM Asset Management for investment policy review, ensuring compliance and recommending policy adjustments. Ongoing partnership aims to optimize investment strategies and maintain regulatory adherence.

Who holds it

Pfm Asset Management LLC holds this investment management contract with Contra Costa Water District. Its other public contracts on record include work for City of Redwood and Village Community Development Districts.

What happens next

Term as filed: ongoing.

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Contract details

Contract type
Investment Management
Document date
September 17, 2025
Term
ongoing
Vendor
Pfm Asset Management LLC
Agency
Contra Costa Water District
Source document
contra-costa-water-district-investment-policy-annual-review-and-amendment_b86.pdf (Agenda)

Pfm Asset Management LLC's other public contracts

City of Redwood, CaliforniaRedwood City Plans PFM Investment Advisory Agreement · Oct 24, 2026UndisclosedVillage Community Development Districts, FloridaInvestment Committee Schedules PFM Asset Management Discussion · Oct 23, 2026UndisclosedCity of Redwood, CaliforniaRedwood City Recommends PFM Investment Advisory Contract · Oct 23, 2026Oro Loma Sanitary District, CaliforniaPFM Manages Oro Loma District Investments · Oct 21, 2026UndisclosedKalamazoo County, MichiganCounty Approves PFM Investment Advisory Payment · Oct 20, 2026$3.6KAll Pfm Asset Management LLC contractsVendor profile

More Contra Costa Water District contracts

Rwm SolutionsWater District Replaces RWM for Equipment Rentals · Oct 7, 2026Sunbelt Rentals IncWater District Adds Sunbelt for FY27 Equipment Rentals · Oct 7, 2026RECLAMATIONReclamation WaterSMART Award Pending · Sep 11, 2026$112.5KMunicipal Resource GroupMunicipal Resource Group to Assess CCWD Structure · Sep 11, 2026$97.1KRECLAMATIONReclamation Grant Request Was Not Awarded · Sep 11, 2026$152.2KAll Contra Costa Water District activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Contra Costa Water District?

Pfm Asset Management LLC was awarded this investment management contract by Contra Costa Water District, as recorded on September 17, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a agenda record.

Where was this contract approved?

This contract appears in contra-costa-water-district-investment-policy-annual-review-and-amendment_b86.pdf (Agenda), dated September 17, 2025 from Contra Costa Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Asset Management LLC hold?

Pfm Asset Management 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.

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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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