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Serrano Water District Awards Financial Services Contract to California Asset Management Trust (March 2025)

Serrano Water District
Approved
Mar 25, 2025

The 30-second brief

What it covers

The Board plans to adopt Resolution No. 2025-03-03 authorizing Serrano Water District to join the California Asset Management Trust and invest district funds in the trust’s pooled and individual portfolios. This establishes an investment relationship to manage surplus public funds.

Who holds it

California Asset Management Trust holds this financial services contract with Serrano Water District. Its other public contracts on record include work for Oro Loma Sanitary District and Arvin-Edison Water Storage District.

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Contract details

Contract type
Financial Services
Document date
March 25, 2025
Vendor
California Asset Management Trust
Agency
Serrano Water District
Source document
Serrano Water District Board of Directors Regular Meeting Agenda March 2025 (Agenda)

California Asset Management Trust's other public contracts

Oro Loma Sanitary District, CaliforniaOro Loma Participates in California Asset Management Pool · Oct 21, 2026UndisclosedArvin-Edison Water Storage District, CaliforniaCalifornia Asset Management Trust Signatures Updated · Jul 14, 2026UndisclosedArvin-Edison Water Storage District, CaliforniaDistrict Updates California Asset Management Trust Signers · Jul 14, 2026UndisclosedArvin-Edison Water Storage District, CaliforniaDistrict Updates California Asset Management Signatures · Jul 14, 2026UndisclosedOrange Cove Irrigation District, CaliforniaDistrict Approves California Asset Management Trust Participation · Jan 8, 2025UndisclosedAll California Asset Management Trust contractsVendor profile

More Serrano Water District contracts

Tetra TechSerrano Water District Amends Tetra Tech Reservoir Contract · Oct 27, 2026Serrano Public Facilities CorporationBoard to Approve Conflict of Interest Code Update · Sep 14, 2026UndisclosedStradling Yocca Carlson & Rauth LLPIndependent Bond Counsel Approved For Smith Reservoir · Jun 23, 2026Soto ResourcesGrant Support Contract With Soto Resources Renewed · Jun 23, 2026UndisclosedStradling Yocca Carlson & Rauth LLPDistrict considers bond counsel contract for reservoir · Jun 23, 2026All Serrano Water District activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Serrano Water District?

California Asset Management Trust was awarded this financial services contract by Serrano Water District, as recorded on March 25, 2025.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Serrano Water District Board of Directors Regular Meeting Agenda March 2025 (Agenda), dated March 25, 2025 from Serrano Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does California Asset Management Trust hold?

California Asset Management Trust 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 Serrano Water District currently buying?

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

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