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New Mexico Education Trust Board Outside Legal Counsel Services RFP 26-949-9010-00001

New Mexico Education Trust Board | State of New Mexico
Due
Apr 3, 2026
Deadline passed
Posted
Mar 6, 2026
Primary contact
Natalie Jones
(505) 476-3861

The 30-second brief

What they're buying

The New Mexico Education Trust Board is soliciting proposals for outside legal counsel with expertise in Section 529 qualified tuition plans, federal taxation, and securities law. Proposals are due April 3, 2026.

How it's scored

Organizational Experience (250), Organizational References (90), Mandatory Specification (300), Desirable Specification (60), Financial Stability (Pass/Fail), Letter of Transmittal (Pass/Fail), Campaign Contribution Disclosure (Pass/Fail), Oral Presentations (Pass/Fail), Cost (300)

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Summary

The New Mexico Education Trust Board is soliciting proposals for outside legal counsel with expertise in Section 529 qualified tuition plans, federal taxation, and securities law. Proposals are due April 3, 2026.

EVALUATION CRITERIA

Organizational Experience250
Organizational References90
Mandatory Specification300
Desirable Specification60
Financial Stability (Pass/Fail)
Letter of Transmittal (Pass/Fail)
Campaign Contribution Disclosure (Pass/Fail)
Oral Presentations (Pass/Fail)
Cost300

REQUIRED ATTACHMENTS

6
  • Acknowledgement of Receipt Form
  • Campaign Contribution Disclosure Form
  • Draft Contract
  • Cost Response Form
  • Letter of Transmittal Form
  • Organizational Reference Questionnaire

REQUIRED STAFFING

4
PartnerOf counselAssociateParalegal
Scope location
New Mexico
Reported agency
New Mexico Education Trust Board

Questions about this RFP

How do I respond to this RFP from New Mexico Education Trust Board | State of New Mexico?

Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 3, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Natalie Jones.

Can small businesses or minority-owned firms bid on this RFP?

Most government agencies, including New Mexico Education Trust Board | State of New Mexico in NM, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.

What happens after the RFP submission deadline?

After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.

Can I ask questions about this solicitation before submitting?

Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Natalie Jones at (505) 476-3861. Questions and answers are typically shared with all prospective bidders.

What staffing is required for this project?

This solicitation outlines specific staffing requirements. The required roles include: partner, of counsel, associate, paralegal. Proposers should demonstrate relevant qualifications and experience for each required role.

Show 4 more questions

What are the evaluation criteria for this solicitation?

This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Organizational Experience (250), Organizational References (90), Mandatory Specification (300), Desirable Specification (60), Financial Stability (Pass/Fail), Letter of Transmittal (Pass/Fail), Campai..." Vendors should carefully align their proposals with each criterion to maximize their score.

Where can I find more RFPs from New Mexico Education Trust Board | State of New Mexico?

All active and historical solicitations from New Mexico Education Trust Board | State of New Mexico are tracked and searchable. As a state agency, New Mexico Education Trust Board | State of New Mexico regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.

What documents are required to bid on this RFP?

Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Acknowledgement of Receipt Form, Campaign Contribution Disclosure Form, Draft Contract, Cost Response Form, Letter of Transmittal Form, Organizational Reference Questionnaire. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from New Mexico Education Trust Board | State of New Mexico for the complete list.

What is the scope of this project?

This solicitation defines a specific project scope. The scope covers the following locations: New Mexico. Review the full solicitation for detailed scope requirements.

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