Summary
To: Mayor and Commission
From: Gay Lancaster, Town Manager
Date: 4/15/2025
______________________________________________________________________
Subject:
Title
Agreement for Financial Advisory Services
Summary:
The Town has determined it requires professional financial advisory services to develop and implement strategies to address current and long-term financial obligations, capital financing needs, and further assistance with respect to debt transactions. PFM, which served in a similar capacity for the 2019A and 2019B bonds for the Town, has a contract with Jupiter, Fla., which was competitively bid. Staff propose to piggy-back the Jupiter contract to save time and expense.
End
Body
Recommendation: Staff recommends approval.
Proposed Motion: Move approval of an Agreement for Financial Advisory Services with PFM Financial Advisors, LLC.