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.

What this record is

Held by

PFM Asset Management LLC 9 records across this site

Amount

$9.55M

Runs until

June 30, 2027 303 days — goes back out to bid date quoted from the award document

Type

amendment

Field

Professional services

See everything else expiring in this field →

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

PFM Asset Management LLC also holds

Adopt a Resolution Awarding a Professional Services Agreement for Investment Portfolio Management Services to PFM Asset Management LLC for a Period of… Hayward, CA 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 Amendment to Agreement with PFM Asset Management LLC for Investment Advisory Services for the San Bernardino County Flood Control District San Bernardino County, CA Approve and Authorize the City Manager to Execute the Assignment, Assumption, and Second Amendment of Investment Advisory Agreement with PFM Asset Man… North Port, FL

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