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

Award for Financial Advisory Services – Strategic Infrastructure to PFM Financial Advisors LLC

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

This award summary covers a contract extension for financial advisory services supporting strategic infrastructure in the District of Columbia.
- Government Buyer:
  - District of Columbia Office of the Chief Financial Officer (OCFO)
  - Office of Finance & Treasury
  - Office of Contracts
- Vendor:
  - PFM Financial Advisors LLC
- Services Requested:
  - Municipal financial advisory services for strategic infrastructure
  - Includes debt and swap portfolio management, long-range capital planning, and debt issuance advisory
  - Strategic advice related to sports and entertainment facility financing and development
- Contract Details:
  - Indefinite Delivery Indefinite Quantity (IDIQ) contract
  - Not-to-exceed value of $500,000 (including exercised options)
  - Option Year 1 exercised, covering October 1, 2026 through September 30, 2027
  - Minimum funding of $1,000 per period; ceiling of $250,000 per period
- Notable Requirements:
  - Contractor must be registered as a municipal advisor with SEC and MSRB
  - Compliance with District hiring and subcontracting regulations
  - Adherence to confidentiality, indemnification, and non-disclosure provisions
- No specific products or part numbers; this is a professional services award

### 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 strategic infrastructure. The services include municipal financial advisory with respect to debt and swap portfolio management, long-range capital planning, and debt issuance. The contract is an indefinite delivery indefinite quantity type with a not-to-exceed ceiling amount. The contract includes four option periods of one year each, with one option exercised, and the current term runs from October 1, 2026 to September 30, 2027.

[View original listing](https://dc.cobblestonesystems.com/public/ContractDetails.aspx?cid=2301&wc=oplYouSJ3cTDS2kwbVIpBwwVV%2f%2fMskyO8V%2buO5UNJpU%3d)