Santa Fe County Financial Advisor Services RFP 2026-0222-FIN/JP
Santa Fe CountyCounty · Santa Fe, NM- Due
- Mar 18, 2026
- Deadline passed
- Posted
- Feb 15, 2026
- Contract term
- 4 years
- Primary contact
- John Anthony Peperas
- (505) 986-6218
The 30-second brief
Santa Fe County is requesting proposals for professional financial advisor services to assist with bond rating agencies, survey financial resources, and determine capacity to authorize, issue, and service debt.
Introduction, Technical Competence and Specialized Experience, Evidence of Understanding Scope of Work, Capacity and Capability, Past Performance
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Summary
Santa Fe County is requesting proposals for professional financial advisor services to assist with bond rating agencies, survey financial resources, and determine capacity to authorize, issue, and service debt.
EVALUATION CRITERIA
5- Introduction
- Technical Competence and Specialized Experience
- Evidence of Understanding Scope of Work
- Capacity and Capability
- Past Performance
REQUIRED ATTACHMENTS
4- Acknowledgement of Receipt Form
- Campaign Contribution Disclosure Form
- Resident Veterans Preference Certification
- Sample Agreement
- Submit to
- https://www.dropbox.com/request/DfyBKKAwwLBMQOfVrs3a
Questions about this RFP
How do I respond to this RFP from Santa Fe County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is March 18, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://www.dropbox.com/request/DfyBKKAwwLBMQOfVrs3a. For questions, contact John Anthony Peperas.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Santa Fe County 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 John Anthony Peperas at (505) 986-6218. Questions and answers are typically shared with all prospective bidders.
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: "Introduction, Technical Competence and Specialized Experience, Evidence of Understanding Scope of Work, Capacity and Capability, Past Performance" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Santa Fe County?
All active and historical solicitations from Santa Fe County are tracked and searchable. As a county agency, Santa Fe County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 4 years. Contract terms may include renewal options.
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, Resident Veterans Preference Certification, Sample Agreement. Review the full document from Santa Fe County for the complete list.