Project Information

Bid Title

2026-0222-FIN/JP Financial Advisor Services Addendum No.1

Issuing Agency

Santa Fe County

Location

New Mexico

Published Date

Mar 4, 2026

Closing Date

Mar 18, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

rfp	2026-0222-FIN/JP Financial Advisor Services 2026-0222-FIN JP Financial Advisor Services.pdf Addendum No.1 RFP 2026-0222-FIN Financial Advisor Services .pdf

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Justin S. Greene

Commissioner, District 1

Lisa Cacari Stone

Commissioner, District 2

Camilla Bustamante

Commissioner, District 3

Adam Fulton Johnson

Commissioner, District 4

Hank Hughes

Commissioner, District 5

Gregory S. Shaffer

County Manager

March 4, 2026

SANTA FE COUNTY

RFP No. 2026-0222-FIN/JP

FINANCIAL ADVISOR SERVICES

ADDENDUM NO. 1

Dear Proponents,

This addendum is issued to reflect the following immediately. It shall be the responsibility of interested

Offerors to adhere to any changes or revisions to the RFP as identified in this Addendum No.1. This

documentation shall become permanent and made part of the departmental files.

Attachment A: Pre-Proposal Agenda and Sign-In Sheet

Question No. 1: Section D (Qualifications) states that the Offeror must be a New Mexico licensed

investment advertiser/broker and must maintain such licensure throughout the project. Could you confirm

whether this requirement applies to this solicitation?

Answer No. 1: No, this requirement does not apply to this solicitation.

Please add this Addendum No. 1 to the original proposal documents and refer to proposal documents, as

such. This and all subsequent addenda will become part of any resulting contract documents and have

effects as if original issued. All other unaffected sections will have their original interpretation and remain

in full force and effect. Responders are reminded that any questions or need for clarification must be

addressed to John Anthony Peperas, Procurement Specialist Senior at jpeperas@santafecountynm.gov.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX: 505-

995-2740 www.santafecountynm.gov

ATTACHMENT A

PRE-PROPOSAL CONFERENCE

RFP No. 2026-0222-FIN/JP

Financial Advisor Services

February 24, 2026 at 10:00AM

Contracting Agency: Santa Fe County

• John Anthony Peperas

• Yvonne Herrera

• Bill Taylor

• Amanda Patterson-Sanchez

Procurement Specialist Senior

Finance Director

Procurement Manager

Procurement Planner Analyst

Purchasing Division

Finance Division

Purchasing Division

Purchasing Division

Project Information

Santa Fe County Finance Department is requesting proposals to procure financial advisor services. The

services 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.

Proposal Information

• Carefully read the Request for Proposal for requirements, terms & conditions including the sample

contract.

• Sequence of Events are listed on page 11.

• Proposal Organization – Proposal should be organized as outlined in the RFP on page 21.

• Selection of finalist(s) – the most qualified proposal received based on the evaluation factors

outlined in the RFP (pages 23-24) will be scored by a three to four-member evaluation committee.

• Preferences -

1) N.M. In-State Resident/Native American In-State Preference Certificate 80 points total

of all evaluation factors added to score.

OR

2) N.M. Resident/Native American Veterans Preference Certificate, 100 points total of all

evaluation factors added to score or Native American Preference. For more information

on State Preference visit www.tax.newmexico.gov

AND

3) Santa Fe County Preference, 50 points total of all evaluation factors added to score. For

more

information

on

County

Preference

visit

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

• Please submit all questions via email to John Peperas at jpeperas@santafecountynm.gov. The last

day for questions will be Thursday, February 26, 2026. (Any contact with any other County

staff member or persons other than the Procurement Specialist Senior may be grounds for

disqualification.)

• Addendum will be issued on Wednesday, March 4, 2026. (Only questions answered by formal

written addenda will be binding. Oral and other interpretations or clarifications will be without

legal effect.)

• Proposal Submittal Due Date:

Due Date: Wednesday, March 18, 2026

Time: 2:00 PM

Electronic submission via Dropbox utilizing Dropbox link:

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

NAME

John Peperas

Bill Taylor

Amanda Patterson-

Sanchez

Erik Harrigan

PRE-PROPOSAL CONFERENCE

RFP No. 2026-0222-FIN/JP

Financial Advisor Services

February 24, 2026 AT 10:00 AM

COMPANY

TELEPHONE

E-MAIL ADDRESS

SFC Purchasing

505-986-6218 jpeperas@santafecountynm.gov

Procurement Specialist

Senior

SFC Purchasing

505-986-6373 wtaylor@santafecountynm.gov

Procurement Manager

SFC Purchasing

505-992-6753 apatterson-sanchez@santafecountynm.gov

Procurement Planner

RBC Capital Markets 505-872-5992 erik.harrigan@rbccm.com

LLC

Managing Director

1

Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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