District of Columbia Cobblestone Systems #CFOPD-14-A-017

Award for Financial Advisory Services for Debt Obligation to Acacia Financial Group Inc.

This award notice details the selection of Acacia Financial Group Inc. by the Office of Finance & Treasury (OFT) of the District of Columbia for financial advisory services related to debt obligations. - Government Buyer: - Office of Finance & Treasury (OFT), District of Columbia, under the Office of the Chief Financial Officer - OEMs and Vendors: - Acacia Financial Group Inc. (sole vendor and service provider) - Products/Services Requested: - Financial advisory services focused on debt obligation management - Services provided under a Blanket Purchase Agreement (BPA) with fixed hourly rates - Task orders for services capped at $100,000 each, with an annual aggregate limit of $900,000 (unless otherwise authorized) - Unique or Notable Requirements: - All hourly rates are fully burdened (covering wages, overhead, administrative expenses, travel, profit, and materials at cost) - No minimum purchase quantity is guaranteed by the District - Services must be delivered in accordance with a defined technical approach - The contract includes a base period and four one-year option periods, all of which have been exercised

Description

This contract is for the DC Office of the Chief Financial Officer to engage Acacia Financial Group Inc. to provide financial advisory services specifically related to Debt Obligation. The contract includes a base period starting February 1, 2014, with four one-year option periods, all of which have been exercised. The contract is structured as a Blanket Purchase Agreement with fixed hourly rates covering wages, overhead, and other expenses. The District may issue task orders under this agreement, with individual task orders not to exceed $100,000 and an aggregate annual limit of $900,000 unless authorized otherwise.

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