CONTRACTONGOING

District Maintains Investment Management with PFM

Document date: Sep 1, 2026

What it covers

Intermediate School District 917 maintained investment accounts managed by PFM Asset Management and received monthly investment reporting. The district separately proposed designating $4 million for a CD ladder, without naming a purchasing bank.

Who holds it

Pfm Asset Management holds this financial services contract with Intermediate School District 917. Its other public contracts on record include work for Golden Gate Bridge, Highway and Transportation District and San Gorgonio Pass Water Agency.

What happens next

Term as filed: Ongoing; monthly investment statements provided.

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Contract details

Contract type: Financial Services
Document date: September 1, 2026
Term: Ongoing; monthly investment statements provided
Vendor: Pfm Asset Management
Agency: Intermediate School District 917
Source document: Intermediate School District 917 AgendaPacket Regular School Board Meeting 2026-09-01 (AgendaPacket)

Pfm Asset Management's other public contracts

Golden Gate Bridge, Highway and Transportation District, CaliforniaOPEB Board Reviews PFM Asset Management Services · Oct 20, 2026 Golden Gate Bridge, Highway and Transportation District, CaliforniaBoard Updates OPEB Investment Policy After PFM Review · Oct 20, 2026Undisclosed San Gorgonio Pass Water Agency, CaliforniaAgency Reviews PFM Quarterly Investment Management Report · Oct 20, 2026Undisclosed San Bernardino Valley Municipal Water District, CaliforniaDistrict Schedules Quarterly PFM Portfolio Update · Oct 20, 2026Undisclosed San Bernardino Valley Municipal Water District, CaliforniaPFM Asset Management Portfolio Update Scheduled · Oct 20, 2026Undisclosed All Pfm Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Intermediate School District 917?

Pfm Asset Management was awarded this financial services contract by Intermediate School District 917, as recorded on September 1, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Intermediate School District 917 AgendaPacket Regular School Board Meeting 2026-09-01 (AgendaPacket), dated September 1, 2026 from Intermediate School District 917. 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.

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What is Intermediate School District 917 currently buying?

Explore Intermediate School District 917's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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