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Adopt a resolution authorizing an amendment to the agreement with PFM Asset Management LLC to continue providing investment advisory services, extending the term of the agreement through June 30, 2027, and increasing the amount by $4,000,000 to an amount not to exceed $9,550,000.

Resolution Passed Introduced April 5, 2024

What this record is

Held by
PFM Asset Management LLC 9 records across this site
Amount
$9.55M
Runs until
June 30, 2027 256 days — goes back out to bid date quoted from the award document
Type
amendment
Field
Professional services

professional services contracts in CA that end within a year →
Governments publish the end date in the award. That date is when the work goes back out to bid, and it is usually stated years ahead.

Read automatically from the title of the official record. The source document below is authoritative.

PFM Asset Management LLC also holds

Amendment to Contract with PFM Asset Management LLC for Investment Advisory Services San Bernardino County, CA ends Jan 28, 2028 Adopt a Resolution Awarding a Professional Services Agreement for Investment Portfolio Management Services to PFM Asset Management LLC for a Period of… Hayward, CA ends Nov 17, 2028 Adopt a Resolution to Approve and Authorize the City Manager to Execute a Professional Services Agreement for Investment Portfolio Management Services… $110K San Leandro, CA Adopt a Resolution Authorizing the City Manager to Execute a Professional Services Agreement Amendment for Investment Portfolio Management Services wi… Hayward, CA ends May 21, 2026 Amendment to Agreement with PFM Asset Management LLC for Investment Advisory Services for the San Bernardino County Flood Control District San Bernardino County, CA ends Oct 31, 2025

All 9 records for PFM Asset Management LLC →

Committee
TREASURER
Requested by
TREASURER
Introduced
April 5, 2024
On agenda
May 7, 2024
Passed
May 7, 2024
Enacted
May 7, 2024
Enactment no.
Resolution-080336

Where it was heard

BOARD OF SUPERVISORS May 7, 2024 approved Pass

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