Financial Advisory Services

Contract Properties

Contract Name: Financial Advisory Services

Contract Number: 21-DMF-RFP-184

Solicitation Number: 21-DMF-RFP-184

Start Date: 3/11/2021

Expiration: 3/10/2026


Administrators and Users

Vendors

Name: PFM Financial Advisors LLC

Contact: Kathleen Burns

Email: burnsk@pfm.com

Phone: 5715275142

Job Title: Administrator

Diversity: None


2nd Contact: JoAnne Carter

Email: carterj@pfm.com

Phone: 5715275140



Attached Files

Name:   Imported from Solicitation

File Name:    Addendum01.pdf

Name:   Imported from Solicitation

File Name:    VRAwardNotice.pdf

Name:   Imported from Solicitation

File Name:    21-DMF-RFP-184-FinancialAdvisoryServices-Final.pdf

Name:   Imported from Solicitation

File Name:    AttachmentB-CostProposalSpreadsheet-Final.pdf

Name:   Fully Executed Agreement

File Name:    21-DMF-RFP-184(PFM)executed3.11.21.pdf


Renewal

# of renewals: 3

Renewal Length In Months: 12 months