Project Information

Bid Title

FINANCIAL SERVICES

Issuing Agency

Otero County

Location

New Mexico

Published Date

Apr 26, 2026

Closing Date

May 26, 2026

Government Level

State & Local

Status

Closed

Ref. #

26-008

Original Source

Join to Access Full Details

Bid Inquiries

Join to Access Full Details

Bid Documents

Join to Access Full Details

Project Description

Bid Number:	26-008
Bid Title:	FINANCIAL SERVICES
Category:	Bids/RFP's
Status:	Open

Publication Date/Time: 4/25/2026 12:00 AM Closing Date/Time: 5/26/2026 2:00 PM Related Documents: RFP 26-008 Financial Services

Attachment Preview

REQUEST FOR PROPOSAL (RFP) 26-008

FINANCIAL SERVICES

OTERO COUNTY ADMINISTRATION

NIGP CODE # 91800

BID DEADLINE: Tuesday MAY 26, 2026

@ 2:00 P.M.

CHIEF PROCUREMENT OFFICER: WENDY ROBINSON

Page 1 of 33

I. Introduction

A. Purpose of this Request for Proposal

The County of Otero is soliciting proposals from qualified firms to serve the County as Financial

Advisor to advise and assist the County in the issuance of various forms of debt including public

offerings of bonds, negotiated sales, and private placements. Advisory services shall include the

structure, timing, terms, and similar matters concerning the debt issuance. Financial planning of

resources to repay the debt will be included as some of the advisory services that will be needed.

Expertise in federal, state, home rule, and local financing laws will be required as well as a board base

of knowledge of various types of financial issues. The agreement will be for a base period of one (1)

year with the option to renew at the discretion of both parties for an additional three (3) one (1) year

terms. It is the County’s intent to enter into a contract with one agency as a result of this RFP.

B. Project Description/Scope of Work

Scope of work is to provide Financial Services in accordance with "Attachment No. 1".

C. CHIEF PROCUREMENT OFFICER

1. Chief Procurement Officer is responsible for the conduct of this procurement whose name,

address, telephone number and e-mail address are listed below:

Name:

Address:

Telephone:

Fax:

Email:

Wendy Robinson, Chief Procurement Officer

Purchasing Department

1101 New York Ave. Rm 118

Alamogordo, NM 88310

(575) 437-0710

(575) 443-2904

wrobinson@co.otero.nm.us

2. All deliveries of responses via express carrier must be addressed as follows:

Name:

Attn:

Reference:

Address:

Purchasing Department

Wendy Robinson

RFP 26-008 Financial Services

1101 New York Ave. Rm 118

Alamogordo, New Mexico 85310

3. Any inquiries or requests regarding this procurement should be submitted, in writing, to the

Chief Procurement Officer. Offerors may contact ONLY the Chief Procurement Officer regarding this

procurement.

NOTE: DIRECT CONTACT WITH COUNTY ELECTED OFFICIALS OR COUNTY STAFF OTHER THAN

PURCHASING STAFF REGARDING THIS RFP WILL RENDER THE PROPOSAL NON-COMPLIANT.

Page 2 of 33

II. Conditions Governing the Procurement

This section of the RFP contains the schedule, description and conditions governing the procurement

A. SEQUENCE OF EVENTS

The Chief Procurement Officer will make every effort to adhere to the following schedule. However,

if the Selection Committee makes a selection at the proposal Short Listing, oral presentation will not

apply. :

Action

Issue RFP

Deadline to submit

Written Questions

Responsible Party

County of Otero

Potential Offerors

Due Dates

April 25, 2026

May 13, 2026 @ 3:00 PM

Addenda if necessary

Submission Proposals

Proposal Evaluation

Oral Presentation if requested

Authorization of Award

County of Otero

Potential Offerors

Evaluation Committee

County of Otero

County Commission

May 19, 2026

May 26, 2026 @ 2:00 PM

TBD

TBD

June 11, 2026

B. EXPLANATION OF EVENTS

The following paragraphs describe the activities listed in the sequence of events shown in Section II,

Paragraph A, above.

1. Issuance of RFP

This RFP is being issued on behalf of the Finance Department, County of Otero.

2. Distribution List Response Due

Potential Offerors can hand deliver, return by facsimile, email or registered or certified mail the

"Acknowledgement of Receipt of Request for Proposals Form" that accompanies this

document, ATTACHMENT 4, to have their organization placed on the procurement

Page 3 of 33

distribution list. The form should be signed by an authorized representative of the

organization, dated and returned to the Chief Procurement Officer.

The procurement distribution list will be used for the distribution of written responses to

questions. Failure to return the Acknowledgement of Receipt form shall constitute a

presumption of receipt and rejection of the RFP, and the potential organization name shall not

appear on the distribution list.

3. Pre-Proposal Conference

A pre-proposal conference will not be held for this project.

4. Deadline to Submit Written Questions

Potential Offerors may submit written questions to the Chief Procurement Officer as to the

intent or clarity of this RFP until 3:00 PM Mountain Standard Time/Daylight Time as indicated

in the sequence of events. All written questions must be addressed to the Chief Procurement

Officer as declared in Section II, Paragraph C.

5. Response to Written Questions

An Addendum will be issued in response to all written questions and will be distributed as

indicated in the sequence of events to all potential Offerors whose organization name appears

on the procurement distribution list and on the County's website. An e-mail copy will be sent to

all Offerors that provide Acknowledgement of Receipt Forms described in II.B.2.

All offerors will be required to acknowledge receipt of RFP amendment(s) in writing as

part of their proposal transmittal. A failure to acknowledge receipt of RFP amendment(s)

may be cause for rejection of the proposal.

6. Submission of Proposal

ALL OFFEROR PROPOSALS MUST BE RECEIVED FOR REVIEW AND

EVALUATION BY THE CHIEF PROCUREMENT OFFICER OR DESIGNEE NO

LATER THAN 2:00 PM MOUNTAIN STANDARD TIME/DAYLIGHT TIME ON see

Section II A. Sequence of Events. Proposals received after this deadline will not be accepted.

The date and time of receipt will be recorded on each proposal.

Proposals must be addressed and delivered to the Chief Procurement Officer at the address

listed in Section I, Paragraph C2. Proposals must be sealed and labeled on the outside of the

package to clearly indicate that they are in response to the RFP 26-008 FINANCIAL

SERVICES. Proposals submitted by facsimile, or other electronic means, will not be accepted.

At all times, it shall be the responsibility of the offeror to ensure its proposal is delivered to the

County of Otero by the proposal due date and time. If the mail or delivery of said proposal

Page 4 of 33

is delayed beyond the deadline set for the proposal opening, proposals thus delayed will not be

considered.

A public log will be kept of the names of all Offer organizations that submitted proposals. The

contents of proposals shall not be disclosed to competing potential Offerors during the

negotiation process. The negotiation process is deemed to be in effect until the contract is

awarded pursuant to this Request for Proposal has been awarded.

Proposals accepted by the County shall be valid for a period of ninety (90) days following the

deadline for the proposal submittal.

8. Proposal Evaluation

A Selection Committee will perform the evaluation of proposals. This process will take place

as indicated in the sequence of events, depending upon the number of proposals received.

During this time, the Chief Procurement Officer may initiate discussions with Offerors who

submit responsive or potentially responsive proposals for the purpose of clarifying aspects of

the proposals. However, proposals may be accepted and evaluated without such discussion.

Discussions SHALL NOT be initiated by the Offerors.

9. Oral Presentations

Finalist Offerors may be required to conduct an oral presentation at a location to be determined

as per schedule Section II, A Sequence of Events or as soon as possible. Whether or not oral

presentations will be held is at the discretion of the Issuing Department and Chief Procurement

Officer.

10. Contract Awards

The Contract will be finalized with the most advantageous Offeror. In the event that mutually

agreeable terms cannot be reached within the time specified, the County of Otero reserves

the right to finalize a contract with the next most advantageous Offeror without undertaking a

new procurement process or reserves the right to cancel the award.

Page 5 of 33

Commodity Codes

• NAICS 541219Other Accounting Services
• 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.