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PFM Financial Advisors LLC 5/9/2025
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PFM Financial Advisors LLC 5/9/2025
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Last modified
5/14/2025 9:46:54 AM
Creation date
5/14/2025 9:46:11 AM
Metadata
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Contracts
Contractor's Name
PFM Financial Advisors LLC
Approval Date
5/9/2025
End Date
12/31/2025
Department
Finance
Department Project Manager
Heide Brillantes
Subject / Project Title
Development of a plan of finance for the City of Everett Outdoor Multipurpose Facility Project
Tracking Number
0004828
Total Compensation
$45,000.00
Contract Type
Agreement
Contract Subtype
Professional Services (PSA)
Retention Period
6 Years Then Destroy
Imported from EPIC
No
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2 <br />BASIC PROVISIONS <br />Completion Date December 31, 2025 <br />Eligible Expenses <br />(not-to-exceed) N/A <br />Maximum <br />Compensation <br />Amount <br />$45,000 <br />Note: the Maximum Compensation <br />Amount is inclusive of Eligible <br />Expenses. <br />Method of <br />Payment <br />(must select one) <br />☐ Lump Sum paid upon completion of all work. <br /> <br />☐ Payment method is described in scope of work. <br /> <br />☒ Payment method is as follows: Monthly Invoices for Services Rendered <br />the Preceeding Month <br /> <br />State Retirement <br />Systems (must <br />answer both <br />questions) <br />Does Service Provider have 25 or more employees? <br /> <br />Answer: Yes <br /> <br />If Service Provider has less than 25 employees, did any Service Provider <br />Personnel who will work under this Professional Services Agreement retire <br />under a DRS retirement system? <br /> <br />Answer: N/A - Service Provider has 25 or more employees <br /> <br />“DRS retirement system” refers to any of the following Public Employers’ <br />Retirement System (PERS), School Employees’ Retirement System (SERS), <br />Teachers’ Retirement System (TRS), and Law Enforcement Officers and <br />Fire Fighters plan (LEOFF). <br /> <br />“Service Provider Personnel” includes Service Provider employees and <br />owners (such as shareholders, partners or members). If Service Provider is <br />a sole proprietor, then “Service Provider Personnel” refers to the sole <br />proprietor.
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