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Awarded contract·Santa Rosa County Procurement Department·Florida

Financial Advisory Services

Won by PFM Financial Advisors, LLC$250kSingle Award
Contract source

Awarded vendors

  • PFM Financial Advisors, LLC

Description

This contract is for financial advisory services provided by PFM Financial Advisors, LLC to Santa Rosa County. The contract has a term of 21 months, starting from April 3, 2024, and ending on January 2, 2026. The contract may be renewed for an additional term. The scope of work includes providing financial advisory services to the county. Key aspects of the contract include the provision of expert financial advice, assistance with financial planning, and support for financial decision-making. • The contract is for a term of 21 months • The contract may be renewed for an additional term • The vendor is PFM Financial Advisors, LLC • The contract is for financial advisory services • The scope of work includes providing financial advisory services to the county

Attached files

The award documents live at the source — open the contract source above to download them.

Key dates

Starts
4/3/2024
Ends
1/2/2026Renews
Duration
21 months

Last updated

Details

Award type
Single Award
Industry
Financial Services
NAICS
523920

Contract value

$250,000

The contract value is not explicitly stated in the document. However, based on the scope of work and the term of the contract, it can be estimated that the contract value is likely in the range of $100,000 to $500,000 per year, depending on the level of services provided. This estimate is rough and may not reflect the actual contract value. Factors that may influence the contract value include the level of expertise required, the complexity of the financial advisory services, and the number of personnel involved.

AI estimate from the award documents

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