PFM Financial Advisory Agreement Considered by District
Brightshore Community Development District Special District · Orlando, FL- Disclosed value
- Minimum $20,000 per financing transaction; other fees include $325 per hour for managing directors, $275 per hour for directors/senior managing consultants, $150 per hour for senior analysts, and expenses not to exceed $2,000 per issue
- From agendapacket
- Document date
- Nov 9, 2026
- Renews
- Free account
The 30-second brief
Brightshore Community Development District considered a financial advisory agreement with PFM Financial Advisors LLC. The five-year agreement covers financial planning, debt issuance, bond transactions, and related advisory services, with transaction fees beginning at $20,000.
Pfm Financial Advisors LLC holds this financial services contract with Brightshore Community Development District. Its other public contracts on record include work for Finley Woods Community Development District and Orange County Power Authority.
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Contract details
- Contract type
- Financial Services
- Amount
- Minimum $20,000 per financing transaction; other fees include $325 per hour for managing directors, $275 per hour for directors/senior managing consultants, $150 per hour for senior analysts, and expenses not to exceed $2,000 per issue
- Document date
- November 9, 2026
- Term
- October 12, 2026 – October 12, 2031; automatic 1-year renewal periods
- Renews
- On record
- Source document
- Brightshore Community Development District AgendaPacket Board of Supervisors Meeting 2026-11-09 (AgendaPacket)
Pfm Financial Advisors LLC's other public contracts
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Questions about this contract
Who was awarded the financial services contract by Brightshore Community Development District?
Pfm Financial Advisors LLC was awarded this financial services contract by Brightshore Community Development District, as recorded on November 9, 2026. The contract value is Minimum $20,000 per financing transaction; other fees include $325 per hour for managing directors, $275 per hour for directors/senior managing consultants, $150 per hour for senior analysts, and expenses not to exceed $2,000 per issue.
How much is the Pfm Financial Advisors LLC contract with Brightshore Community Development District worth?
The Pfm Financial Advisors LLC contract with Brightshore Community Development District is valued at Minimum $20,000 per financing transaction; other fees include $325 per hour for managing directors, $275 per hour for directors/senior managing consultants, $150 per hour for senior analysts, and expenses not to exceed $2,000 per issue, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record, structured as a not-to-exceed (ceiling) agreement.
Where was this contract approved?
This contract appears in Brightshore Community Development District AgendaPacket Board of Supervisors Meeting 2026-11-09 (AgendaPacket), dated November 9, 2026 from Brightshore Community Development District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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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.
What is Brightshore Community Development District currently buying?
Explore Brightshore Community Development District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.