# District of Columbia Cobblestone Systems #CFOPD-25-C-006D

Award for Financial Advisory Services for Capital Improvement Plan

**Posted:** September 24, 2025
**Identifier:** CFOPD-25-C-006D
**NAICS:** 523930

This award notice announces the selection of PFM Financial Advisors LLC to provide financial advisory services for the District of Columbia's Capital Improvement Plan.
- Government Buyer:
  - Office of Finance & Treasury (OFT), under the Office of the Chief Financial Officer (OCFO), District of Columbia
- Vendor:
  - PFM Financial Advisors LLC
- Services Requested:
  - Municipal financial advisory services
    - Debt and swap portfolio management
    - Long-range capital planning
    - Debt issuance support
- Contract Details:
  - Base period of one year, with four one-year option periods
  - One option period exercised, extending the contract for an additional year
  - Estimated contract value up to $500,000; minimum funding for current period is $1,000
- Notable Requirements:
  - Contractor must maintain confidentiality and indemnify the District
  - Compliance with SEC and MSRB municipal advisor disclosure regulations
- No specific products, part numbers, or quantities listed as this is a professional services contract

### Description

The Office of the Chief Financial Officer (OCFO), on behalf of the Office of Finance and Treasury (OFT), seeks vendors for financial advisory services related to future procurements. The contract involves providing municipal financial advisory services including debt and swap portfolio management, long-range capital planning, and debt issuance. The contract has four option periods of one year each, with one option exercised extending the term from October 1, 2026 to September 30, 2027. The estimated contract value is up to $500,000, with a minimum funding of $1,000 for the current option period.

[View original listing](https://dc.cobblestonesystems.com/public/ContractDetails.aspx?cid=2293&wc=oplYouSJ3cTDS2kwbVIpBwwVV%2f%2fMskyO8V%2buO5UNJpU%3d)