Civic IQ
FINANCIAL_SERVICESAPPROVED

Heritage Harbour North Community Development District Awards Financial Services Contract to Pfm Financial Advisors Llc (September 2026)

Heritage Harbour North CDD approved an agreement with PFM Financial Advisors LLC to provide financial advisory services formerly covered under the JPWard agreement. The Board adopted Resolution 2026-8 authorizing the Chair to execute the new contract.

Document date · September 3, 2026

Issuing agencyHeritage Harbour North Community Development DistrictVendorPfm Financial Advisors Llc

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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 type
FINANCIAL_SERVICES
Renewal
Agreement created as part of transition from JPWard and Associates LLC; includes a 30-day termination period per District Counsel discussion.
Document type
AgendaPacket
Source document
Heritage Harbour North Community Development District Agenda Packet 2026-09-03

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Heritage Harbour North Community Development District?

Pfm Financial Advisors Llc was awarded this financial services contract by Heritage Harbour North Community Development District, as recorded on September 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Heritage Harbour North Community Development District Agenda Packet 2026-09-03 (AgendaPacket), dated September 3, 2026 from Heritage Harbour North Community Development District. 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 Heritage Harbour North Community Development District currently buying?

Explore Heritage Harbour North Community Development District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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