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Bartholomew Manages District Treasury Bill Investments

Sudbury Water District logoSudbury Water District
Disclosed value
20 basis points management fee
From minutes
Document date
Sep 29, 2026

The 30-second brief

What it covers

Bartholomew continues managing the District’s Treasury bill investment program for a 20-basis-point fee. The District rolls investments on a six-month ladder and reviews rates at each renewal.

Who holds it

BARTHOLOMEW holds this financial services contract with Sudbury Water District. Its other public contracts on record include work for Town of Pepperell and Town of Billerica.

What happens next

Term as filed: Six-month Treasury bill investment rollover ladder.

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Contract details

Contract type
Financial Services
Amount
20 basis points management fee
Document date
September 29, 2026
Term
Six-month Treasury bill investment rollover ladder
Vendor
BARTHOLOMEW
Agency
Sudbury Water District
Source document
Board of Water Commissioners Minutes September 29, 2026 (Minutes)

BARTHOLOMEW's other public contracts

Town of Pepperell, MassachusettsBoard Discusses Bartholomew OPEB Investment Adviser Authorization · Sep 9, 2026UndisclosedTown of Billerica, MassachusettsFoundation Considers Investment Fund Transfer to Bartholomew · Aug 5, 2026UndisclosedCity of Marlborough, MassachusettsOPEB Board to Review Investment Policy with Bartholomew · Jun 25, 2026UndisclosedTown of Carlisle, MassachusettsBartholomew Manages Carlisle’s CPA Investment Funds · May 26, 2026UndisclosedTown of Auburn, MassachusettsBartholomew Manages Auburn’s Trust Fund Investments · May 11, 2026UndisclosedAll BARTHOLOMEW contractsVendor profile

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Questions about this contract

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

BARTHOLOMEW was awarded this financial services contract by Sudbury Water District, as recorded on September 29, 2026. The contract value is 20 basis points management fee.

How much is the BARTHOLOMEW contract with Sudbury Water District worth?

The BARTHOLOMEW contract with Sudbury Water District is valued at 20 basis points management fee, covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Board of Water Commissioners Minutes September 29, 2026 (Minutes), dated September 29, 2026 from Sudbury Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does BARTHOLOMEW hold?

BARTHOLOMEW 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 Sudbury Water District currently buying?

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

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