Legislation Details

File #: 2024-2906    Version: 1
Type: Director Contract Status: Director Approved
File created: 11/7/2024 In control: Executive
On agenda: Final action:
Title: Contract Meeder Public Funds
Attachments: 1. Snohomish County Contract 2025 Meeder Public Funds-AATF, 2. Snohomish County - COI, 3. Meeder Public Funds Ex 12312025
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Executive/Council Action Form (ECAF)

 

 

ITEM TITLE:

Title

Contract Meeder Public Funds

body

DEPARTMENT:  Treasurer

 

ORIGINATOR:  Nikki Irving

 

EXECUTIVE RECOMMENDATION:  Approved

 

PURPOSE: The purpose of this agreement is to provide critical, professional investment advisory reporting and evaluation services that are necessary for the investment officer to perform their daily tasks.

 

BACKGROUND: A periodic review of the investment portfolio by an outside party is good business practice. This review will continue to provide the Treasurer feedback on the current investment strategy. 

 

FISCAL IMPLICATIONS:

EXPEND: FUND, AGY, ORG, ACTY, OBJ, AU

CURRENT YR

2ND YR

1ST 6 YRS

002-5224104101

4,000

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

4,000

 

 

 

 

REVENUE: FUND, AGY, ORG, REV, SOURCE

CURRENT YR

2ND YR

1ST 6 YRS

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

0

 

 

 

DEPARTMENT FISCAL IMPACT NOTES:  Click or tap here to enter text.

 

CONTRACT INFORMATION:

ORIGINAL

x

CONTRACT#

 

AMOUNT

 

AMENDMENT

 

CONTRACT#

 

AMOUNT

 

 

Contract Period

ORIGINAL

START

January 1, 2025

END

December 31, 2025

AMENDMENT

START

 

END

 

 

OTHER DEPARTMENTAL REVIEW/COMMENTS:  Click or tap here to enter text.