CONTRACTONGOING

District Continues Investment Advisory Services with PFM

San Bernardino Valley Municipal Water District

Document date: Nov 3, 2026

What it covers

San Bernardino Valley Municipal Water District continued its investment advisory relationship with PFM Asset Management, which provided the quarterly investment portfolio update through September 2026. PFM also completed the annual review of the District’s Investment Policy and recommended minor revisions; no additional fiscal impact was identified.

Who holds it

Pfm Asset Management holds this financial services contract with San Bernardino Valley Municipal Water District. Its other public contracts on record include work for Athens-Clark County Employees Pension Plan and City of Chandler.

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Contract details

Contract type: Financial Services
Document date: November 3, 2026
Vendor: Pfm Asset Management
Agency: San Bernardino Valley Municipal Water District
Source document: San Bernardino Valley Municipal Water District AgendaPacket Board of Directors Special Meeting 2026-11-05 (AgendaPacket)

Pfm Asset Management's other public contracts

Athens-Clark County Employees Pension Plan, GeorgiaPension Board Reviews PFM Investment Activity · Nov 3, 2026Undisclosed Athens-Clark County Employees Pension Plan, GeorgiaPension Board Discusses OPEB Funding With PFM · Nov 3, 2026Undisclosed City of Chandler, ArizonaPFM Continues Health Trust Investment Management Services · Nov 3, 2026Undisclosed City of Chandler, ArizonaPFM Manages Chandler Workers’ Compensation Trust Portfolio · Nov 3, 2026Undisclosed City of Ocala - Procurement Department, FloridaOcala Committee Accepts PFM Investment Update · Oct 29, 2026Undisclosed All Pfm Asset Management contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by San Bernardino Valley Municipal Water District?

Pfm Asset Management was awarded this financial services contract by San Bernardino Valley Municipal Water District, as recorded on November 3, 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 San Bernardino Valley Municipal Water District AgendaPacket Board of Directors Special Meeting 2026-11-05 (AgendaPacket), dated November 3, 2026 from San Bernardino Valley Municipal 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.

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