FINANCIAL_SERVICESAPPROVED

Berks County IU 14 Awards Financial Services Contract to Pfm Financial Advisors Llc (September 2026)

The Berks County Intermediate Unit authorized PFM Financial Advisors LLC to evaluate and recommend financing options of up to $7 million for a potential new Early Childhood Education facility and related leasehold improvements. Any financing structure will return to the Board for future approval.

Document date · September 17, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Scope & details

The full contract record, as filed.

Contract amount
Up to $7,000,000 in proposed financing
Contract type
FINANCIAL_SERVICES
Renewal
No term or renewal provisions stated; proposed financing remains subject to future Board approval.
Document type
Agenda
Source document
Berks County Intermediate Unit Agenda Board of Directors Meeting September 17, 2026

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Berks County IU 14?

Pfm Financial Advisors Llc was awarded this financial services contract by Berks County IU 14, as recorded on September 17, 2026. The contract value is Up to $7,000,000 in proposed financing.

How much is the Pfm Financial Advisors Llc contract with Berks County IU 14 worth?

The Pfm Financial Advisors Llc contract with Berks County IU 14 is valued at Up to $7,000,000 in proposed financing, covering financial services work.

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 Berks County Intermediate Unit Agenda Board of Directors Meeting September 17, 2026 (Agenda), dated September 17, 2026 from Berks County IU 14. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Financial Advisors Llc hold?

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

View Pfm Financial Advisors Llc's profile

What is Berks County IU 14 currently buying?

Explore Berks County IU 14's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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