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

Award for Financial Advisory Services for Capital Improvement Plan to Phoenix Capital Partners

**Posted:** September 24, 2025
**Identifier:** CFOPD-25-C-006N
**NAICS:** 523940

This award notice details the selection of Phoenix Capital Partners, LLC by the Office of Finance & Treasury (OFT), under the District of Columbia's Office of the Chief Financial Officer (OCFO), for financial advisory services supporting the Capital Improvement Plan.
- Government Buyer:
  - Office of Finance & Treasury (OFT), Office of the Chief Financial Officer (OCFO), District of Columbia
- Vendor Awarded:
  - Phoenix Capital Partners, LLC
- Services Requested:
  - Municipal financial advisory services
    - Debt and swap portfolio management
    - Long-range capital planning
    - Debt issuance support
- Contract Structure:
  - Base period plus four one-year option periods
  - One option period exercised
  - Minimum funding for current option period: $1,000
  - Maximum not-to-exceed value for current option period: $250,000
  - Cumulative contract value up to $500,000
- Notable Requirements:
  - Compliance with District laws
  - Satisfactory performance and integrity records
  - Specialized municipal financial advisory expertise required

### 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 services include municipal financial advisory services with respect to debt and swap portfolio management, long-range capital planning, and debt issuance. The contract has four one-year option periods, with one option exercised, and the current term runs 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=2314&wc=oplYouSJ3cTDS2kwbVIpBwwVV%2f%2fMskyO8V%2buO5UNJpU%3d)