Project Information

Bid Title

2026-0222-FIN/JP Financial Advisor Services

Issuing Agency

Santa Fe County

Location

New Mexico

Published Date

Feb 16, 2026

Closing Date

Mar 18, 2026

Government Level

State & Local

Status

Closed

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

rfp	2026-0222-FIN/JP Financial Advisor Services 2026-0222-FIN JP Financial Advisor Services.pdf

Attachment Preview

SANTA FE COUNTY

FINANCE DIVISION

REQUEST FOR PROPOSALS (RFP)

FINANCIAL ADVISOR SERVICES

RFP NO. 2026-0222-FIN/JP

NM Commodity Code: 94648

February 2026

RFP NO. 2026-0222-FIN/JP

TABLE OF CONTENTS

PAGE NO.

I.

ADVERTISEMENT .......................................................................................................4

II.

INTRODUCTION ...........................................................................................................5

A. PURPOSE OF THIS REQUEST FOR PROPOSAL ............................................5

B. BACKGROUND ...................................................................................................5

C. SCOPE OF WORK ...............................................................................................5

D. QUALIFCATIONS ...............................................................................................7

C. INSURANCE REQUIREMENTS.........................................................................7

D. PROCUREMENT SPECIALIST ..........................................................................8

E. DEFINITION OF TERMINOLOGY.....................................................................8

III.

CONDITIONS GOVERNING THE PROCUREMENT...............................................11

A. SEQUENCE OF EVENTS ..................................................................................11

B. EXPLANATION OF EVENTS...........................................................................12

1. Issuance of RFP .................................................................................................12

2. Pre-Proposal Conference..................................................................................12

3. Acknowledgement of Receipt Form Due ........................................................12

4. Deadline to Submit Additional Written Questions ..........................................12

5. Response to Written Questions ........................................................................12

6. Submission of Proposals ..................................................................................13

7. Proposal Evaluation .........................................................................................13

8. Selection of Finalists........................................................................................13

9. Best and Final Offers from Finalists (If applicable) ........................................13

10. Oral Presentations by Finalists (If applicable) ................................................13

11. Contract Negotiations ......................................................................................14

12. Contract Award................................................................................................14

13. Right to Protest ................................................................................................14

C. GENERAL REQUIREMENTS ...........................................................................14

1. Acceptance of Conditions Governing the Procurement ...................................14

2. Incurring Cost...................................................................................................14

3. Prime Contractor Responsibility......................................................................15

4. Subcontractors..................................................................................................15

5. Amended Proposals .........................................................................................15

6. Offerors’ Rights to Withdraw Proposal ...........................................................15

7. Proposal Offer Firm .........................................................................................15

8. Disclosure of Proposed Contents .....................................................................15

9. No Obligation...................................................................................................16

10. Termination .....................................................................................................16

11. Sufficient Appropriation ..................................................................................16

2

RFP NO. 2026-0222-FIN/JP

12. Legal Review ...................................................................................................16

13. Governing Law ................................................................................................16

14. Basis for Proposal ............................................................................................17

15. Contract Terms and Conditions .......................................................................17

16. Contract Deviations .........................................................................................17

17. Offeror Qualifications ......................................................................................17

18. Right to Waive Minor Irregularities ................................................................17

19. Change in Contractor Representatives .............................................................17

20. Notice ...............................................................................................................17

21. County Rights ..................................................................................................17

22. Right to Publish................................................................................................18

23. Ownership of Proposals .................................................................................18

24. Electronic Mail Address Recommended .........................................................18

25. Preference in Procurement by Santa Fe County ..............................................18

26. Double-Sided Documents ................................................................................19

27. Living Wage.....................................................................................................20

IV.

RESPONSE FORMAT AND ORGANIZATION ........................................................21

A. NUMBER OF RESPONSES...............................................................................21

B. NUMBER OF COPIES .......................................................................................21

C. PROPOSAL FORMAT .......................................................................................21

1. Proposal Organization .......................................................................................21

2. Letter of Transmittal ..........................................................................................22

V.

SPECIFICATIONS .......................................................................................................23

A. INFORMATION .................................................................................................23

1. Time Frame .......................................................................................................23

B. EVALUATION CRITERIA ................................................................................23

1. Introduction .......................................................................................................23

2. Technical Competence and Specialized Experience .........................................23

3. Evidence of Understanding Scope of Work ......................................................23

4. Capacity and Capability ....................................................................................23

5. Past Performance………………………………………………………………24

VI.

EVALUATION OF PROPOSALS ...............................................................................25

A. EVALUATION SCORING.................................................................................25

B. EVALUATION PROCESS .................................................................................26

APPENDICES

A. Acknowledgement of Receipt Form....................................................................27

B. Campaign Contribution Disclosure Form............................................................28

C. Resident Veterans Preference Certification.........................................................31

D. Sample Agreement ..............................................................................................32

3

RFP NO. 2026-0222-FIN/JP

I. ADVERTISEMENT

SANTA FE COUNTY

FINANICAL ADVISOR SERVICES

RFP NO. 2026-0222-FIN/JP

Santa Fe County is requesting proposals for the purpose of procuring professional financial advisor services

for the Santa Fe County Finance Division, to include; working with County officials and bond counsel to

provide information appropriate to bond rating agencies, conduct a survey of the financial resources of the

County to determine the extent of its capacity to authorize, issue and service debt. All proposals submitted

shall be valid for ninety (90) days subject to action by the County. All proposals must be submitted by

2:00 PM on Wednesday, March 18, 2026, and shall be submitted electronically utilizing Dropbox. No

hard copy submissions will be accepted. Please utilize this link to upload your proposal submission

https://www.dropbox.com/request/DfyBKKAwwLBMQOfVrs3a

By submitting a proposal for the requested services each Offeror is certifying that it is a qualified firm and

its proposal complies with the requirements stated within the Request for Proposals.

A Pre-Proposal Conference will be held at 10:00 AM on Tuesday, February 24, 2026 online via

Microsoft Teams using link provided below and meeting number: 223 960 196 606 75

Passcode: zV7BJ9zS or by calling (773) 352-2011 meeting number: 199068282#, conference ID: 199

068 282#. Attendance is not mandatory but highly recommended. https://www.microsoft.com/en-

us/microsoft-teams/join-a-meeting

EQUAL EMPLOYMENT OPPORTUNITY: All qualified Offerors will receive consideration of contract(s)

without regard to race, color, religion, sex or national origin, ancestry, age, physical and mental handicap,

serious medical condition, disability, spousal affiliation, sexual orientation or gender identity.

Request for Proposals will be available by contacting John Anthony Peperas, Procurement Specialist

Senior, 102 Grant Avenue, (1st Floor) Santa Fe, New Mexico 87501, or by telephone at (505) 986-6218 ,

or by email at jpeperas@santafecountynm.gov

or on our website at

https://www.santafecountynm.gov/finance/purchasing-division/current-bid-solicitations.

PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED ABOVE WILL NOT

BE CONSIDERED AND WILL BE REJECTED BY SANTA FE COUNTY.

Santa Fe County Finance Division

Published: February 15 & 16, 2026

4

RFP NO. 2026-0222-FIN/JP

II. INTRODUCTION

A. PURPOSE OF THIS REQUEST FOR PROPOSAL

Santa Fe County wishes to solicit proposals for the purpose of procuring professional financial

advisory services for attaining more favorable terms for the one or more of its outstanding bond

issues or new issues. The selected firm will advise the County on the determination of the method

of sale, structuring, sale and insurance of debt (i.e. the “bond transactions”). The County is seeking

proposals from financial advisor firms who have the necessary expertise to assist the County in

determining the best type of financing for the County, selecting other financial professionals,

planning the bond/debt sale, and successfully selling and closing the bonds.

B. BACKGROUND

The County’s outstanding debt on January 31,2026 consisted of General Obligation Bonds, Gross

Receipts Tax Bonds and Revenue Bonds. In the past, the County has also utilized New Mexico

Finance Authority loans. The selected firm will assist the County in the issuance of any of these

types of debt issues, or any other acceptable debt and financing vehicles available to local

governments in the State of New Mexico. A list of the County’s outstanding debt and obligations

can be found in the County’s Annual Comprehensive Financial Reports available on the County’s

website at https://www.santafecountynm.gov/finance/financial_reporting.

C. SCOPE OF WORK

The selected firm shall provide the following services:

1. To maintain or improve the credit rating of the County.

a. Work with the County officials and bond counsel to provide information to bond

rating agencies necessary or requested to obtain bond ratings. Assist in preparation

of materials as may be required. The Contractor may be requested to accompany

appropriate officials to meetings with rating agencies and credit enhancement

companies. Take appropriate actions to assist the County in maintaining or

improving the credit rating of the County.

2. To obtain the most advantageous timing for the sale of bonds.

a. The Contractor shall recommend the structuring and timing of any bond campaigns

and persons to be involved in the various meetings.

3. To assist in the release of official statements relating to any bonds to be offered for sale to

prospective buyers of bonds.

a. With assistance from bond counsel for the County, the Contractor shall prepare for

review and approval by the County, a preliminary and final official statement relating

to any bonds to be offered for sale to prospective buyers of bonds. The Contractor

shall arrange for the distribution of documents to a comprehensive list of prospective

brokers, underwriters, banks and financial institutions. The Contractor shall

5

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

* Disclaimer: Government BidHub provides information on bids, RFPs (Requests for Proposals), and RFQs (Requests for Qualifications) solely for convenience and informational purposes. This site is not an official public notice board. For official details, responses, or inquiries, please contact the relevant government agency directly.