CONTRACTONGOING

Morgan Stanley Audits District 457 Retirement Plans

Document date: Nov 8, 2022

What it covers

Valley Sanitary District continues to utilize Morgan Stanley Smith Barney LLC to audit and advise on its 457 retirement plans. The Budget & Finance Committee received an update and requested additional quotes for 321 financial advisor services for future consideration.

Who holds it

Morgan Stanley Smith Barney LLC holds this financial services contract with Valley Sanitary District. Its other public contracts on record include work for City of Palmetto and Bay Area Hospital.

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Contract details

Contract type: Financial Services
Document date: November 8, 2022
Vendor: Morgan Stanley Smith Barney LLC
Agency: Valley Sanitary District
Source document: Valley Sanitary District Board Meeting Minutes November 2022 (Minutes)

Morgan Stanley Smith Barney LLC's other public contracts

City of Palmetto, FloridaBoard Reviews Morgan Stanley Search Materials · Sep 11, 2026Undisclosed Bay Area Hospital, OregonBoard Confirms Morgan Stanley Account Signers · Aug 18, 2026Undisclosed Bay Area Hospital, OregonDistrict confirms authorized signers for Morgan Stanley accounts · Aug 17, 2026Undisclosed City of Scio, OregonScio Issues Additional Investment Payment To Morgan Stanley Smith Barney · Aug 10, 2026$400 City of Scio, OregonCity Funds Employee Investment At Morgan Stanley Smith Barney · Aug 10, 2026$500 All Morgan Stanley Smith Barney LLC contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Valley Sanitary District?

Morgan Stanley Smith Barney LLC was awarded this financial services contract by Valley Sanitary District, as recorded on November 8, 2022.

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 Valley Sanitary District Board Meeting Minutes November 2022 (Minutes), dated November 8, 2022 from Valley Sanitary District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Morgan Stanley Smith Barney LLC hold?

Morgan Stanley Smith Barney LLC 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 Valley Sanitary District currently buying?

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

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