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District to Engage PFM for Potential TRAN Advisory

William Penn SD logoWilliam Penn SD
Document date
May 20, 2026

The 30-second brief

What it covers

The William Penn School District Board is set to authorize working with Public Financial Management as financial advisor for a potential Tax and Revenue Anticipation Note to ensure sufficient cash flow for the 2026-2027 school year. This engagement would provide advisory services on short-term borrowing.

Who holds it

Public Financial Management holds this financial services contract with William Penn SD. Its other public contracts on record include work for Tennessee State School Bond Authority | State of Tennessee and Town of Adrian.

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Contract details

Contract type
Financial Services
Document date
May 20, 2026
Vendor
Public Financial Management
Agency
William Penn SD
Source document
William Penn SD Business Meeting Agenda May 26 2026 (Agenda)

Public Financial Management's other public contracts

Tennessee State School Bond Authority | State of Tennessee, TennesseePublic Financial Management Advises on Series A Bonds · Sep 28, 2026$45.7KTennessee State School Bond Authority | State of Tennessee, TennesseePublic Financial Management Advises on Series B Bonds · Sep 28, 2026$34.3KTown of Adrian, MichiganCity of Adrian AgendaPacket September 21, 2026 · Sep 21, 2026$22.9KOwen J Roberts SD, PennsylvaniaPFM Presents $24 Million Financing Plan · Sep 14, 2026$24MSan Antonio Independent School District, TexasPublic Financial Management Approved · Sep 14, 2026UndisclosedAll Public Financial Management contractsVendor profile

More William Penn SD contracts

Barbacane, Thornton & CompanySchool District Recommends Acceptance of Annual Audit · Oct 6, 2026UndisclosedLiberty Education SolutionsPersonal Care Assistant Contract Recommended for Liberty Education Solutions · Sep 14, 2026$35/hourLiberty Education SolutionsDistrict Recommends Personal Care Assistant Staffing Contract · Sep 14, 2026$35/hourChester County Intermediate Unit (Cciu)CCIU Proposed for Superintendent Search · Sep 14, 2026UndisclosedChester County Intermediate Unit (Cciu)CCIU Approved for $20,000 Superintendent Search Consulting · Sep 14, 2026$20KAll William Penn SD activityAgency profile

Questions about this contract

Who was awarded the financial services contract by William Penn SD?

Public Financial Management was awarded this financial services contract by William Penn SD, as recorded on May 20, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agenda record.

Where was this contract approved?

This contract appears in William Penn SD Business Meeting Agenda May 26 2026 (Agenda), dated May 20, 2026 from William Penn SD. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Public Financial Management hold?

Public Financial Management may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is William Penn SD currently buying?

Explore William Penn SD's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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