Herons Glen Recreation District Awards Financial Services Contract to Pfm Group (June 2026)

The Board adopted Resolution 2026-13 approving expenditure from the 2026/2027 operating budget for PFM Group to prepare the District's annual arbitrage report under the 2025–2027 engagement. The approval ensures continued bond arbitrage compliance for the District.

Document date · June 25, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

2026/2027 fiscal year

Renewal date

2027-12-31

Renewal

Engagement letter covers arbitrage report services for 2025–2027; current action authorizes FY 2026/2027 expenditure under this multi-year engagement, with no additional renewal terms described.

Document type

AgendaPacket

Source document

Herons Glen Recreation District AgendaPacket Board Meeting 2026-06-25

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Herons Glen Recreation District?

Pfm Group was awarded this financial services contract by Herons Glen Recreation District, as recorded on June 25, 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 Herons Glen Recreation District AgendaPacket Board Meeting 2026-06-25 (AgendaPacket), dated June 25, 2026 from Herons Glen Recreation District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Group hold?

Pfm Group 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 Group's profile

What is Herons Glen Recreation District currently buying?

Explore Herons Glen Recreation District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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