FINANCIAL_SERVICESONGOING

District Invests in 3-Year Morgan Stanley Security

The District invested $246,000 in a 3-year Morgan Stanley-issued security at 4.90%, maturing June 7, 2027. This holding forms part of its diversified investment strategy for unrestricted funds.

Status
ONGOING
Document date
August 12, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Morgan Stanley
Agency
Scotts Valley Water 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
$246,000
Contract type
FINANCIAL_SERVICES
Contract term
3-year investment, 06/05/2024 – 06/07/2027
Renewal date
2027-06-07
Renewal
Board discretion to reinvest or liquidate upon maturity; no renewal provisions described.
Document type
AgendaPacket
Source document
Scotts Valley Water District Agenda Packet 2026-08-13

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Scotts Valley Water District?

Morgan Stanley was awarded this financial services contract by Scotts Valley Water District, as recorded on August 12, 2026. The contract value is $246,000.

How much is the Morgan Stanley contract with Scotts Valley Water District worth?

The Morgan Stanley contract with Scotts Valley Water District is valued at $246,000, 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 Scotts Valley Water District Agenda Packet 2026-08-13 (AgendaPacket), dated August 12, 2026 from Scotts Valley Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley hold?

Morgan Stanley 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 Morgan Stanley's profile

What is Scotts Valley Water District currently buying?

Explore Scotts Valley Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View Scotts Valley Water District's profile

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