CONTRACTAMENDED

Rowlett Increases Investment Advisory Contract with PFM

Disclosed value: Change order for $19,000 on a purchase order not to exceed $60,000; From minutes
Document date: Aug 6, 2024

What it covers

The Rowlett City Council approved RES-059-24 for a $19,000 change order with PFM Asset Management LLC, raising the not-to-exceed purchase order amount to $60,000 for investment advisory services. The action authorizes the City Manager to execute documents to continue these financial advisory services.

Who holds it

Pfm Asset Management LLC (Pfm) holds this financial services contract with City of Rowlett city. Its other public contracts on record include work for City of Lakewood and City of Vista.

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Contract details

Contract type: Financial Services
Amount: Change order for $19,000 on a purchase order not to exceed $60,000
Document date: August 6, 2024
Vendor: Pfm Asset Management LLC (Pfm)
Agency: City of Rowlett city
Source document: rowlett_city_council_meeting_minutes_august_6_2024.pdf (Minutes)

Pfm Asset Management LLC (Pfm)'s other public contracts

City of Lakewood, CaliforniaCity Continues Investment Advisory Relationship With PFM · Oct 27, 2026Undisclosed City of Vista, CaliforniaVista Continues Investment Advisory Relationship with PFM · Oct 12, 2026Undisclosed City of Ukiah, CaliforniaPFM To Present City Investment Portfolio Update · Jun 21, 2023Undisclosed Seguin Independent School District, TexasPFM Asset Management Authorized for Investment Training · Nov 15, 2022Undisclosed City of Ukiah, CaliforniaPFM Presents Investment Portfolio Update To Council · Jun 1, 2022Undisclosed All Pfm Asset Management LLC (Pfm) contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by City of Rowlett city?

Pfm Asset Management LLC (Pfm) was awarded this financial services contract by City of Rowlett city, as recorded on August 6, 2024. The contract value is Change order for $19,000 on a purchase order not to exceed $60,000.

How much is the Pfm Asset Management LLC (Pfm) contract with City of Rowlett city worth?

The Pfm Asset Management LLC (Pfm) contract with City of Rowlett city is valued at Change order for $19,000 on a purchase order not to exceed $60,000, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record, structured as a not-to-exceed (ceiling) agreement.

Where was this contract approved?

This contract appears in rowlett_city_council_meeting_minutes_august_6_2024.pdf (Minutes), dated August 6, 2024 from City of Rowlett city. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Pfm Asset Management LLC (Pfm) hold?

Pfm Asset Management LLC (Pfm) 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 City of Rowlett city currently buying?

Explore City of Rowlett city's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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