#12-5957 Extension to Agreement (PFM Financial Advisors LLC) EXTENSION OF AGREEMENT NO. 12-5957
FOR
FINANCIAL ADVISORY SERVICES
This Extension of Agreement No. 12-5957 is made and entered into on this I2'k of
Apr;' , 2022 by and between PFM Financial Advisors, LLC ("PFM" or
"Consultant") and Collier County, a political subdivision of the State of Florida (the "County")
(collectively the"Parties").
WHEREAS, on May 28, 2013 (Agenda Item No. 16.F.3)the County awarded Agreement
No. 12-5957 for "Financial Advisory Services" (the "Agreement") with Public Financial
Management, Inc.; and
WHEREAS, on April 25, 2017, the Consultant and the County entered into an extension
to the Agreement, which extended the Agreement term through May 31, 2020; and
WHEREAS, on April 28, 2020 (Agenda Item No. 16.F.1),the Consultant and the County
entered into an Assumption, Assignment and Extension to the Agreement, formalizing PFM
Financial Advisors, LLC's assumption of the rights and obligations under the Agreement as an
affiliate of Public Financial Management, Inc., and extended the term through May 31, 2022; and
WHEREAS, the Consultant and the County wish to further extend the term of the
Agreement through and including May 31, 2024; and
NOW THEREFORE, IN CONSIDERATION of the mutual promises in this Extension
of Agreement No. 12-5957, and for other good and valuable consideration, the receipt and
sufficiency of which are acknowledged by the Parties, it is agreed as follows:
1. The term of Agreement No. 12-5957 is hereby extended through and including May 31,
2024.
2. All future renewals of Agreement No. 12-5957 are subject to approval by the Board of
County Commissioners.
3. Except as stated herein, all other terms and conditions of the Agreement shall remain in
full force and effect.
[Signature page to follow on next page]
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Extension of Agreement No. 12-5957 C?.
IN WITNESS WHEREOF,the undersigned have executed and delivered this Extension of
Agreement No. 12-5957 effective as of the date first above written.
ATTEST:
Crystal K. Kinnel, Clerk ai-the Circuit BOARD OF COUNTY COMMISSIONERS
Court & Comptroller COLLIER COUNTY, FLORIDA
I : AtifihjAva,..., cc By: (1)11140/1 tiPA41°
i� Wi�.am L. Mc ianiel, Jr., Ch.irman
Dated: all4d �
(SEA!:)
Consultant's Witnesses: Consultant:
PFM Financial Advisors LLC
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Extension of Agreement No. 12-5957
pfm
CERTIFICATE OF AUTHORITY
February 22, 2022
As Secretary and Managing Director of PFM Financial Advisors LLC ("PFM"), I
affirm that Sergio Masvidal is a Managing Director of this company, and as such, is
authorized to make, enter into, sign, seal and deliver on behalf of this company a
contractual document in connection with the operations of the company.
PFM FINANCIAL ADVISORS LLC
Chery(D. .9�taddox 02/23/2022 11:33
AM EST
Cheryl D. Maddox
Secretary and Managing Director
State of Florida
County of Broward
The foregoing instrument was acknowledged before me by means of online
notarization, this 23td day of February 2022, by Cheryl D. Maddox of PFM
Financial Advisors LLC, a Delaware Limited Liability company, on behalf of the
company, and he/she is personally known to me or has produced
N/A as identification.
In witness hereof, I hereunto set my hand and official seal.
Ch Pesaes DIGTAttY 02/23/2022
y sin 11:37 AM EST
Cynthia Pesantes, Notary Public
oi�Y°ie`', CYNTHIA PESANTES
My commission expires: 11.11.2024 _%•�`_- Notary Publlc-Stele of Florida
:�' •@ Commission 0 HH 62537
,F O!
`'OF •' My Comm.Expires Nov 11,2024
Online Notary Public.This notarial act involved the
use of online audio/video communication technology.
2/7/22,1:53 PM Detail by Entity Name
DIVISION OF CORPORATIONS
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Department of State / Division of Corporations / Search Records / Search by Entity Name /
Detail by Entity Name
Foreign Limited Liability Company
PFM FINANCIAL ADVISORS LLC
Filing Information
Document Number M16000004976 V
FEI/EIN Number 81-1642787 /
Date Filed 06/21/2016 ✓
State DE
Status ACTIVE
Principal Address
1735 MARKET STREET, 43RD FLOOR
PHILADELPHIA, PA 19103
Mailing Address
1735 MARKET STREET,43RD FLOOR
PHILADELPHIA, PA 19103
Registered Agent Name&Address
REGISTERED AGENT SOLUTIONS, INC.
155 OFFICE PLAZA DRIVE, SUITE A
TALLAHASSEE, FL 32301
Authorized Person(s)Detail
Name&Address
Title MEMBER, Manager
Bonow, John
1735 MARKET STREET,43RD FLOOR
PHILADELPHIA, PA 19103
Title MEMBER, MANAGER
HARTMAN, DANIEL
1735 MARKET STREET,43RD FLOOR
PHILADELPHIA, PA 19103
Title Manager
MADDOX, CHERYL A'
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2/7/22,1:53 PM Detail by Entity Name
1735 MARKET STREET, 43RD FLOOR
PHILADELPHIA, PA 19103
Annual Reports
Report Year Filed Date
2019 01/23/2019
2020 04/14/2020
2021 04/30/2021
Document Images
04/30/2021—ANNUAL REPORT View image in PDF format
04/14/2020--ANNUAL REPORT View image in PDF format
08/21/2019—AMENDED ANNUAL REPORT View image in PDF format
02/21/2019—AMENDED ANNUAL REPORT View image in PDF format
01/23/2019--ANNUAL REPORT View image in PDF format
05/02/2018—AMENDED ANNUAL REPORT View image in PDF format
01/12/2018—ANNUAL REPORT View image in PDF format
01/09/2017—ANNUAL REPORT View image in PDF format
06/21/2016—Foreign Limited View image in PDF format
Honda DePartrnent of State,DiveSon of Corperabone
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