2026-0158-FIN RFP Arbitrage Services
| Location: | New Mexico |
|---|---|
| Posted: | Jan 12, 2026 |
| Due: | Feb 18, 2026 |
| Agency: | Santa Fe County |
| Type of Government: | State & Local |
| Category: |
|
| Publication URL: | To access bid details, please log in. |
|
rfp |
2026-0158-FIN RFP Arbitrage Services |
Attachment Preview
SANTA FE COUNTY
FINANCE DEPARTMENT
REQUEST FOR PROPOSALS (RFP)
ARBITRAGE SERVICES
NM Commodity Code(s): 918-00
RFP NO. 2026-0158-FIN/JL
January 2026
RFP NO. 2026-0158-FIN/JL
TABLE OF CONTENTS
PAGE NO.
I.
ADVERTISEMENT .......................................................................................................4
II.
INTRODUCTION ...........................................................................................................5
A. PURPOSE OF THIS REQUEST FOR PROPOSAL...........................................5
B. BACKGROUND..................................................................................................5
C. SCOPE OF WORK ..............................................................................................5
D. INSURANCE REQUIREMENTS.......................................................................6
E. DESIGNATED PROCUREMENT SPECIALIST...............................................7
F. DEFINITION OF TERMINOLOGY ...................................................................7
III.
CONDITIONS GOVERNING THE PROCUREMENT.................................................9
A. SEQUENCE OF EVENTS ....................................................................................9
B. EXPLANATION OF EVENTS...........................................................................10
1. Issuance of RFP .............................................................................................10
2. Pre-Proposal Conference................................................................................10
3. Acknowledgement of Receipt Form Due.......................................................10
4. Deadline to Submit Additional Written Questions ........................................10
5. Response to Written Questions ......................................................................10
6. Submission of Proposals ................................................................................11
7. Proposal Evaluation .......................................................................................11
8. Selection of Finalists ......................................................................................11
9. Best and Final Offers from Finalists (If applicable) ......................................11
10. Oral Presentations by Finalists (If applicable)...............................................12
11. Contract Negotiations ....................................................................................12
12. Contract Award..............................................................................................12
13. Right to Protest ..............................................................................................12
C. GENERAL REQUIREMENTS ...........................................................................13
1. Acceptance of Conditions Governing the Procurement.................................13
2. Incurring Cost ................................................................................................13
3. Prime Contractor Responsibility ....................................................................13
4. Subcontractors................................................................................................13
5. Amended Proposals........................................................................................13
6. Offerors’ Rights to Withdraw Proposal .........................................................13
7. Proposal Offer Firm .......................................................................................14
8. Disclosure of Proposed Contents ...................................................................14
9. No Obligation.................................................................................................14
10. Termination....................................................................................................14
11. Sufficient Appropriation................................................................................15
12. Legal Review .................................................................................................15
13. Governing Law ..............................................................................................15
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RFP NO. 2026-0158-FIN/JL
14. Basis for Proposal ..........................................................................................15
15. Contract Terms and Conditions .....................................................................15
16. Contract Deviations .......................................................................................15
17. Offeror Qualifications....................................................................................15
18. Right to Waive Minor Irregularities ..............................................................16
19. Change in Contractor Representatives ..........................................................16
20. Notice.............................................................................................................16
21. County Rights ................................................................................................16
22. Right to Publish .............................................................................................16
23. Ownership of Proposals ...............................................................................16
24. Electronic Mail Address Recommended .......................................................16
25. Preference in Procurement by Santa Fe County ............................................17
26. Double-Sided Documents ..............................................................................18
27. Living Wage ..................................................................................................18
IV.
RESPONSE FORMAT AND ORGANIZATION ........................................................19
A. NUMBER OF RESPONSES...............................................................................19
B. NUMBER OF COPIES .......................................................................................19
C. PROPOSAL FORMAT .......................................................................................19
1. Proposal Organization ...............................................................................19
2. Letter of Transmittal..................................................................................20
V.
SPECIFICATIONS .......................................................................................................21
A. INFORMATION .................................................................................................21
1. Time Frame ...............................................................................................21
B. EVALUATION CRITERIA ................................................................................21
1. Introduction ...............................................................................................21
2. Technical Competence and Specialized Experience .................................21
3. Evidence of Understanding Scope of Work ..............................................22
4. Capacity and Capability ............................................................................22
C. COST PROPOSAL .............................................................................................23
VI.
EVALUATION OF PROPOSALS ...............................................................................23
A. EVALUATION SCORING.................................................................................23
B. EVALUATION PROCESS .................................................................................24
APPENDICES
A. Acknowledgement of Receipt Form....................................................................26
B. Campaign Contribution Disclosure Form............................................................27
C. Resident Veterans Preference Certification.........................................................30
D. Cost Proposal .......................................................................................................31
E. Sample Agreement...............................................................................................32
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RFP NO. 2026-0158-FIN/JL
I. ADVERTISEMENT
SANTA FE COUNTY
Arbitrage Services
RFP No. 2026-0158-FIN/JL
Santa Fe County seeks an Arbitrage Rebate Provider to perform annual arbitrage calculations,
prepare required IRS filings, and deliver compliance reports for each bond issue. The provider must
also advise on regulatory changes and assist with any IRS inquiries. All proposals submitted shall
be valid for ninety (90) days subject to action by the County. Santa Fe County reserves the right to
reject any and all proposals in part or in whole. All proposals must be received by 2:00 PM on
Wednesday, February 18, 2026, and shall be submitted electronically utilizing Dropbox. No
hard copy submissions will be accepted. Please utilize this link to upload your proposal submission.
https://www.dropbox.com/request/4NMWcm2kMkb8XztDJRu3.
By submitting a proposal for the requested services described above, each Offeror is certifying that
it is a qualified company to do business in the State of New Mexico and agrees to the requirements
stated within the Request for Proposals.
A Pre-Proposal Conference will be held on Thursday, January 22, 2026 at 10:00AM (MST),
via Microsoft Teams; please use the Teams link provided below, meeting number 295 752 229 980
85, passcode E5sa24xa, or join by phone at (773) 352-2011, conference ID 406 049 976#.
Attendance is not mandatory but highly recommended. https://www.microsoft.com/
en-us/microsoft-teams/join-a-meeting
EQUAL EMPLOYMENT OPPORTUNITY: All qualified Offerors will receive consideration of
contract(s) without regard to race, color, religion, sex or national origin, ancestry, age, physical and
mental handicap, serious medical condition, disability, spousal affiliation, sexual orientation or gender
identity.
Request for Proposals will be available by contacting Jack Love, Procurement Specialist Senior 102
Grant Avenue, (First Floor) Santa Fe, New Mexico 87501, or by telephone at (505) 986-6209, or
by email at jalove@santafecountynm.gov or on our website at
https://www.santafecountynm.gov/finance/purchasing-division/current-bid-solicitations.
PROPOSALS RECEIVED AFTER THE DATE AND TIME SPECIFIED ABOVE WILL NOT
BE CONSIDERED AND WILL BE REJECTED BY SANTA FE COUNTY.
Santa Fe County
Published January 11 & 12, 2026
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RFP NO. 2026-0158-FIN/JL
II. INTRODUCTION
A. PURPOSE OF THIS REQUEST FOR PROPOSAL
The purpose of this Request for Proposal (RFP) is to solicit qualified firms to provide
arbitrage rebate compliance services for Santa Fe County’s outstanding and future bond
issues. The selected firm will perform required arbitrage calculations, prepare associated
IRS filings, and provide guidance to ensure the County remains in full compliance with
federal tax laws and regulations.
B. BACKGROUND
Santa Fe County, established in 1852, operates under a commission-manager form of
government and regularly issues tax-exempt general obligation and revenue bonds to finance
a wide range of public projects. As an issuer of tax-exempt debt, the County is required to
comply with federal arbitrage rebate regulations, including the calculation, reporting, and
payment of any rebate or yield reduction liability. To ensure continued compliance with
Section 148(f) of the Internal Revenue Code and applicable Treasury Regulations, the
County seeks professional services from a qualified firm to perform arbitrage rebate
calculations, prepare required IRS filings, and provide related technical guidance for its
outstanding and future bond issues.
C. SCOPE OF WORK
1. Maintain and update an annual arbitrage compliance schedule for all active bond issues
and advise the County on upcoming deadlines and required actions.
2. Review each bond issue annually to determine rebate and yield-restriction applicability
under federal tax regulations.
3. Conduct all necessary arbitrage rebate, yield-restriction, and related calculations and
provide complete supporting worksheets and documentation.
4. Analyze investment earnings for each issue, compare them to allowable bond yields, and
identify any potential rebate liabilities or compliance risks.
5. Prepare all IRS forms, certifications, and compliance documents required for rebate or
yield-restriction reporting and submit them to the County for filing.
6. Prepare and deliver a written report for each computation period summarizing
methodologies, assumptions, results, conclusions, and overall regulatory compliance
status.
7. Monitor changes in federal tax law, Treasury regulations, and IRS guidance affecting
arbitrage compliance and promptly notify the County of any impacts.
5
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