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Villages Community Development Districts Awards Financial Services Contract to Pfm Advisors (March 2026)

Villages Community Development Districts logoVillages Community Development Districts
Approved
Mar 9, 2026

The 30-second brief

What it covers

The North Sumter County Utility Dependent District approved an investment portfolio rebalancing based on recommendations from its investment advisor, PFM Advisors. The action adjusts allocations among short-term liquidity, core balance funds, and the long-term investment portfolio to respond to interest rate trends and cash flow needs.

Who holds it

Pfm Advisors holds this financial services contract with Villages Community Development Districts. Its other public contracts on record include work for City of Bartlett and Town of Tredyffrin.

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Contract details

Contract type
Financial Services
Document date
March 9, 2026
Vendor
Pfm Advisors
Agency
Villages Community Development Districts
Source document
North Sumter County Utility Dependent District AgendaPacket 2026-03-09 (AgendaPacket)

Pfm Advisors's other public contracts

City of Bartlett, TennesseeBartlett Discusses PFM Property Tax Review · Oct 13, 2026UndisclosedTown of Tredyffrin, PennsylvaniaPFM Advisors Provides Pension Fund Investment Review · May 13, 2026UndisclosedVillages Community Development Districts, FloridaPFM Advisors Guides District Portfolio Rebalancing · Mar 13, 2026UndisclosedVillage Community Development Districts, FloridaDistrict Approves PFM-Recommended Portfolio Rebalancing · Mar 9, 2026UndisclosedVillages Community Development Districts, FloridaBoard Approves Investment Rebalancing With PFM Advisors · Feb 13, 2026UndisclosedAll Pfm Advisors contractsVendor profile

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Questions about this contract

Who was awarded the financial services contract by Villages Community Development Districts?

Pfm Advisors was awarded this financial services contract by Villages Community Development Districts, as recorded on March 9, 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 North Sumter County Utility Dependent District AgendaPacket 2026-03-09 (AgendaPacket), dated March 9, 2026 from Villages Community Development Districts. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Pfm Advisors hold?

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

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What is Villages Community Development Districts currently buying?

Explore Villages Community Development Districts's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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