Financial Advisor Services

Santa Fe County issued a competitive solicitation (RFP 2026‑0222‑FIN/JP) for professional financial‑advisor services to support the County’s bond‑rating, debt‑issuance strategy, financing analysis, and related advisory functions. The contract is expected to run for up to four years, beginning in April 2026, with the possibility of written extensions. After evaluation, the County selected RBC Capital Markets LLC as the most qualified offeror and issued a Notice of Award on May 20 2026, signaling the start of contract negotiations. • Scope includes credit‑rating support, bond‑campaign planning, official‑statement preparation, SEC reporting assistance, financial‑resources surveys, and coordination with legal counsel and state agencies. • Mandatory requirements: New Mexico‑licensed investment advisor/broker (later clarified as not required), required insurance with $1 M limits, and prohibition on underwriting services. • Evaluation is point‑based (1,000 base points plus up to 230 preference points for in‑state, veteran, or county business certifications). • The award is a single‑vendor contract; the vendor will be compensated on an hourly‑rate basis as indicated by the required “hourly‑rate sheet”.