Addendum No.1 RFP 2026-0222-FIN Financial Advisor Services

Description

Justin S. Greene Adam Fulton Johnson Commissioner, District 1 Commissioner, District 4 Lisa Cacari Stone Hank Hughes Commissioner, District 2 Commissioner, District 5 Camilla Bustamante Gregory S. Shaffer Commissioner, District 3 County Manager March 4, 2026 SANTA FE COUNTY RFP No. 2026-0222-FIN/JP FINANCIAL ADVISOR SERVICES ADDENDUM NO. 1 Dear Proponents, This addendum is issued to reflect the following immediately. It shall be the responsibility of interested Offerors to adhere to any changes or revisions to the RFP as identified in this Addendum No.1. This documentation shall become permanent and made part of the departmental files. Attachment A: Pre-Proposal Agenda and Sign-In Sheet Question No. 1: Section D (Qualifications) states that the Offeror must be a New Mexico licensed investment advertiser/broker and must maintain such licensure throughout the project. Could you confirm whether this requirement applies to this solicitation? Answer No. 1: No, this requirement does not apply to this solicitation. Please add this Addendum No. 1 to the original proposal documents and refer to proposal documents, as such. This and all subsequent addenda will become part of any resulting contract documents and have effects as if original issued. All other unaffected sections will have their original interpretation and remain in full force and effect. Responders are reminded that any questions or need for clarification must be addressed to John Anthony Peperas, Procurement Specialist Senior at jpeperas@santafecountynm.gov. 102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX: 505995-2740 www.santafecountynm.gov ATTACHMENT A PRE-PROPOSAL CONFERENCE RFP No. 2026-0222-FIN/JP Financial Advisor Services February 24, 2026 at 10:00AM Contracting Agency: Santa Fe County • • • • John Anthony Peperas Yvonne Herrera Bill Taylor Amanda Patterson-Sanchez Procurement Specialist Senior Finance Director Procurement Manager Procurement Planner Analyst Purchasing Division Finance Division Purchasing Division Purchasing Division Project Information Santa Fe County Finance Department is requesting proposals to procure financial advisor services. The services include working with County officials and bond counsel to provide information appropriate to bond rating agencies, conduct a survey of the financial resources of the County to determine the extent of its capacity to authorize, issue and service debt.