Santa Fe Public School District District-Wide Fiscal Agent Services RFP No. 7- General 2026-27
- Due
- Nov 1, 2026
- Deadline passed
- Posted
- Oct 30, 2026
- Contract term
- 1 year
The 30-second brief
Santa Fe Public School District is seeking proposals for district-wide fiscal agent services, primarily supporting the Adelante Program and other district initiatives, under Proposal No. 7 - General 2026-27. The selected fiscal agent will manage designated program funds, process payments and disbursements, maintain accounting records, prepare financial reports, and ensure compliance with funding requirements. The contract term spans from approximately January 1, 2026, through June 30, 2027, with an option to renew for 3 additional years. Proposals are due by November 11, 2026, at 2:00 PM MST, and must be submitted to the Santa Fe Public School District Purchasing Dept. in Santa Fe, New Mexico.
Expertise and Experience, 25 Points; Financial Management Capacity and Internal Controls, 20 Points; Knowledge of the Santa Fe Community and/or SFPS, 15 Points; Proposed fiscal agent fees and overall costs, 20 Points; References, 10 Points; Quality of Proposal, 10 Points
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Summary
Santa Fe Public School District is seeking proposals for district-wide fiscal agent services, primarily supporting the Adelante Program and other district initiatives, under Proposal No. 7 - General 2026-27.
The selected fiscal agent will manage designated program funds, process payments and disbursements, maintain accounting records, prepare financial reports, and ensure compliance with funding requirements. The contract term spans from approximately January 1, 2026, through June 30, 2027, with an option to renew for 3 additional years. Proposals are due by November 11, 2026, at 2:00 PM MST, and must be submitted to the Santa Fe Public School District Purchasing Dept. in Santa Fe, New Mexico.
EVALUATION CRITERIA
6- Expertise and Experience, 25 Points
- Financial Management Capacity and Internal Controls, 20 Points
- Knowledge of the Santa Fe Community and/or SFPS, 15 Points
- Proposed fiscal agent fees and overall costs, 20 Points
- References, 10 Points
- Quality of Proposal, 10 Points
REQUIRED ATTACHMENTS
Campaign Contribution Disclosure Form, New Mexico Resident Business Preference documentation, New Mexico Resident Veterans Business Preference documentation, Conflict of Interest Form, Most Recent Independent Audit or financial statements and IRS Form 990, Three References with contact information
- Submit to
- Santa Fe Public School District, Educational Services Center, Purchasing Dept., Room 204A, 610 Alta Vista Street, Santa Fe, New Mexico 87505
- Duration
- 18 months
- Scope location
- Santa Fe, New Mexico
- Reported agency
- Santa Fe Public School District
Questions about this RFP
How do I respond to this RFP from Santa Fe Public Schools?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 1, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: Santa Fe Public School District, Educational Services Center, Purchasing Dept., Room 204A, 610 Alta Vista Street, Santa Fe, New Mexico 87505.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including Santa Fe Public Schools 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.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Expertise and Experience, 25 Points; Financial Management Capacity and Internal Controls, 20 Points; Knowledge of the Santa Fe Community and/or SFPS, 15 Points; Proposed fiscal agent fees and overall..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Santa Fe Public Schools?
All active and historical solicitations from Santa Fe Public Schools are tracked and searchable. As a school agency, Santa Fe Public Schools 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 1 year. 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: Campaign Contribution Disclosure Form, New Mexico Resident Business Preference documentation, New Mexico Resident Veterans Business Preference documentation, Conflict of Interest Form, Most Recent Ind. Review the full document from Santa Fe Public Schools for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Santa Fe, New Mexico. Review the full solicitation for detailed scope requirements.