Financial and Municipal Advisory Services

Sandoval County is seeking a financial and municipal advisor to provide investment, deposit, debt financing, revenue, and ongoing fiscal advisory services under a four-year contract.

Sandoval County > Finance Department


General
Open
RFP FY27-ADMIN-01
Sep 15, 2026 12:00 PM
4 years
Request for Proposal (RFP)
Local
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Original Solicitation Links
Contact
ldolivas@sandovalcountynm.gov
+15054045873
Sandoval County, NM, USA
Submission Instructions
Mail
Leslie Olivas, Senior Procurement Specialist, Sandoval County, 1500 Idalia Road, Building D, P.O. Box 40, Bernalillo, NM 87004
Description

Sandoval County is soliciting proposals from experienced, registered individuals or firms to provide financial and municipal advisory services. The scope includes advice on county investments and deposits, investment of bond proceeds, debt planning and issuance, refunding and restructuring, market analysis, bond sales, credit enhancement, debt-service schedules, closing memoranda, and related financing documents. The advisor may also assist with capital improvement planning, financial plans, legislative matters, economic-development financing, and other fiscal issues. The advisor will routinely work with county leadership, finance staff, the Board of Finance, the Board of County Commissioners, bond counsel, and other officials, including attending meetings when requested and meeting personally with the Board of Finance at least quarterly. Offerors must demonstrate relevant government experience, provide at least three similar state or local government references from the past three years, hold the required municipal-advisor registrations and New Mexico licensing, and submit professional liability insurance. The proposal must include the required county forms, technical and cost proposals, preference documentation if applicable, and supporting insurance or surety documentation.

Classification Codes
NAICS921130Public Finance Activities
PSCE1AZPURCHASE OF OTHER ADMINISTRATIVE FACILITIES AND SERVICE BUILDINGS
Smart Codes
municipal financial advisoryinvestment advisory servicesmunicipal debt financing
Specifications
Service Only
Timeline
Aug 16, 2026-Open Date
Aug 21, 2026-Acknowledgment of Receipt Form Due
Aug 28, 2026-Questions Due Date
Sep 3, 2026-Responses to Written Questions
Sep 15, 2026-Proposal Submission Deadline
Requirements
Required
  • Professional Liability — $1,500,000.00
  • Malpractice/Errors and Omissions — $1,500,000.00
Scored
  • Minimum 3 references
  • Within the last 3 years
  • Client point of contact required for each reference
No
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