San Miguel Authority For Regional Transportation Awards Financial Services Contract to Pfm Asset Management (September 2026)
- Disclosed value
- Approximately $20,000 annually; 8 to 12 basis points for liquid and term investments; $0 advisory, trading, custody, and other fees while investments remain in CSIP pool(s)
- From agendapacket
- Awarded
- Sep 10, 2026
The 30-second brief
SMART selected PFM Asset Management for investment advisory and management services. The arrangement will guide SMART's investment portfolio through CSIP pools, with estimated annual costs of approximately $20,000 based on basis-point fees.
Pfm Asset Management holds this financial services contract with San Miguel Authority For Regional Transportation. Its other public contracts on record include work for City of Ocala - Procurement Department and Battery Park City Authority | State of New York.
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Contract details
- Contract type
- Financial Services
- Amount
- Approximately $20,000 annually; 8 to 12 basis points for liquid and term investments; $0 advisory, trading, custody, and other fees while investments remain in CSIP pool(s)
- Document date
- September 10, 2026
- Vendor
- Pfm Asset Management
- Source document
- San Miguel Authority for Regional Transportation AgendaPacket Board of Directors Meeting 2026-09-10 (AgendaPacket)
Pfm Asset Management's other public contracts
More San Miguel Authority For Regional Transportation contracts
Questions about this contract
Who was awarded the financial services contract by San Miguel Authority For Regional Transportation?
Pfm Asset Management was awarded this financial services contract by San Miguel Authority For Regional Transportation, as recorded on September 10, 2026. The contract value is Approximately $20,000 annually; 8 to 12 basis points for liquid and term investments; $0 advisory, trading, custody, and other fees while investments remain in CSIP pool(s).
How much is the Pfm Asset Management contract with San Miguel Authority For Regional Transportation worth?
The Pfm Asset Management contract with San Miguel Authority For Regional Transportation is valued at Approximately $20,000 annually; 8 to 12 basis points for liquid and term investments; $0 advisory, trading, custody, and other fees while investments remain in CSIP pool(s), covering financial services work.
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 Miguel Authority for Regional Transportation AgendaPacket Board of Directors Meeting 2026-09-10 (AgendaPacket), dated September 10, 2026 from San Miguel Authority For Regional Transportation. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is San Miguel Authority For Regional Transportation currently buying?
Explore San Miguel Authority For Regional Transportation's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.