Tenders/Independent Financial Advisory Services - Scope I: Financial Advisory Services
Awarded🇺🇸United StatesConsulting

Independent Financial Advisory Services - Scope I: Financial Advisory Services

Department of Finance — Director's Office
Published: Jan 3, 2024
Updated: Jun 17, 2026
Source: montgomery_county_md

About This Opportunity

Department of Finance — Director's Office United States: Independent Financial Advisory Services - Scope I: Financial Advisory. Consulting contract awarded.

This is a consulting contract in the finance and banking sector, with a focus on Public Finance. Located in United States, North America, this opportunity is open to firms and consortiums.

Published through Montgomery County MD, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. This contract has already been awarded. The information is published for transparency and market intelligence purposes.

Description

Independent Financial Advisory Services - Scope I: Financial Advisory Services

Contract Type: RFP - Non-Construction

Department: Department of Finance

Division: Director's Office

Vendor: PFM Financial Advisors LLC

Data provenance

This notice is sourced from Montgomery County MD and was originally published on January 3, 2024. Last refreshed 9 days ago. BidsFactory mirrors official procurement notices and links back to the source for full legal text.

About Department of Finance — Director's Office

Department of Finance — Director's Office has issued 10 procurement notices on BidsFactory, including 0 currently open and 10 awarded contracts. Activity concentrates in Finance & Banking, Audit, Accounting & Risk, and Governance & Public Administration. All notices are published for United States. Notices are distributed via Montgomery County MD. Most recent publication: May 6, 2026.

Frequently asked questions about this tender

Who is the contracting authority?

This notice was issued by Department of Finance — Director's Office in United States. The authority is responsible for evaluating bids, awarding the contract, and managing performance.

What type of contract is this?

This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.

Where will the contract be performed?

The contract is for delivery in United States. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.

How can I submit a bid?

Visit Montgomery County MD to access the full notice, required documents, and submission instructions provided by the contracting authority.

Is this tender still open?

No — the contract has already been awarded to PFM Financial Advisors LLC. The award notice is archived on BidsFactory for transparency and market intelligence.

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Key Details

Submission Deadline
Jan 2, 2027
190 days remaining
Contract Type
Consulting
Eligibility
Firms / Consortiums
Language
English

Source

montgomery_county_md
montgomery_county_md
Official Source

Contracting Authority

Department of Finance — Director's Office
🇺🇸United States

Contact

Contact Person
Segyung Yaeger

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