2027-0003-CSD Independent Evaluator for Behavioral Health Region One Addendum No. 1

Location:	New Mexico
Posted:	Sep 15, 2026
Due:	Sep 30, 2026
Agency:	Santa Fe County
Type of Government:	State & Local
Category:	Q - Medical Services
Publication URL:	To access bid details, please log in.

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Justin S. Greene

Commissioner, District 1

Lisa Cacari Stone

Commissioner, District 2

Camilla Bustamante

Commissioner, District 3

Adam Fulton Johnson

Commissioner, District 4

Hank Hughes

Commissioner, District 5

Gregory S. Shaffer

County Manager

September 15, 2026

SANTA FE COUNTY

RFP No. 2027-0003-CSD/TJ

INDEPENDENT EVALUATOR FOR BEHAVIORAL HEALTH REGION ONE

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:

Answer No. 1:

Question No. 2:

Answer No. 2:

The RFP states that applicable preference points are awarded when the

“Offeror” submits a valid New Mexico Resident/Native American Resident

Business Certificate, Resident Veteran/Native American Veteran Business

Certificate, and/or Santa Fe County Business Certificate. If a non-resident

Prime Contractor partners with or subcontracts a portion of the Scope of Work

to a firm holding a valid applicable certification, would the Prime’s proposal

be eligible to receive the corresponding preference points? If so, please clarify

any minimum subcontracting percentage, level of participation, or other

requirements that must be satisfied for the preference to apply.

No. Preference points apply only if the preference is issued in the Prime

Offeror’s business name.

What data systems, databases, reports, dashboards, and other data sources will

be made available to the Independent Evaluator? Will the County provide

direct access to the CONNECT platform and other applicable data systems, or

will data be provided through reports/files by the County or participating

providers?

Reports with metrics will be provided by each partner. CONNECT data can be

provided in aggregate as appropriate.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX:

505-995-2740 www.santafecountynm.gov

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To what extent will the Independent Evaluator be responsible for obtaining

data directly from funded providers and regional partners versus relying on the

Accountable Entity/County to obtain and provide the required data?

Santa Fe County will properly introduce and fully involve the Evaluator with

the applicable partners in order to relationship-build. The expectation is that

the Evaluator will collect data directly from the applicable partners, but always

with a courtesy copy to the Accountable Entity.

Is there an estimated or maximum budget available for this procurement for

FY27, FY28, and FY29 that the County can disclose to Offerors?

The total contract for the three-year term will not exceed $300,000.00,

exclusive of NM GRT.

Will the County permit annual adjustments to hourly rates or other costs for

FY28 and FY29, or should Offerors submit fixed rates for the entire three-year

contract term?

Offerors should submit fixed rates for the entire three-year contract term.

Does Santa Fe County / Region One anticipate the need for translation or

interpretation of research materials or reports into languages other than

English, and should that be included in the evaluation budget?

Yes, cultural sensitivity and appropriateness is required within Region One.

To what extent will Santa Fe County / Region One facilitate Contractor access

to the data sources referenced in the Scope of Work (CONNECT platform,

provider reports, state/county indicator data)? Are centralized data systems

already in place?

Reports with metrics will be provided by each partner. CONNECT data can be

provided in aggregate as appropriate.

Are incentives for qualitative data collection allowed, and if so, is there a cap

on the allowable amount per participant?

No.

May a newly established prime offeror demonstrate technical competence,

specialized experience, capacity, and past performance through comparable

work previously performed by its owners, key personnel, or named

subcontractors in prior employment, consulting, independent-contractor, or

business-owner roles? If so, how should this experience be attributed and

documented, and may clients from those projects satisfy the three-referenced

requirement?

Yes. Give a brief explanation of Past Performances and yes, clients from those

projects satisfies the three (3) reference requirement.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX:

505-995-2740 www.santafecountynm.gov

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May an organization that received legitimate comparable services serve as a

client reference when it has shared ownership, management, or another

affiliation with the offeror or proposed personnel, provided the relationship and

the individual responsible for the work are fully disclosed?

Yes.

How does the County define a ‘major subcontractor’? Which proposed

independent contractors must be names, and what supporting information must

be submitted for them, such as resumes, qualifications, references,

commitment letter, licenses, insurance, and conflict disclosures? May

personnel be added or replaced after award with the County’s prior written

approval?

A ‘major subcontractor’ will perform a substantial or critical portion of the

Scope of Work, provide specialized expertise essential to contract

performance, or have primary responsibility for a key project component or

deliverable. Evaluation Criteria #1 requests staff information. Personnel issues

may be discussed with the successful offeror.

What current or previous relationship would constitute an actual or perceived

conflict for the evaluator, its owners, personnel, or subcontractors, including

work with Region One governments, funded providers, CONNECT, the State,

or other participating entities? Is there a required disclosure lookback period?

There is no established required disclosure lookback period.

Please confirm that the evaluator will evaluate Behavioral Health Region One

and its 14 participating governments, rather than all 13 statewide regions. Will

statewide coordination or comparison be required, and approximately how

many funded providers, programs, participants, partner organizations, data

systems, and reporting entities should offerors use when estimating the annual

workload?

Evaluator will evaluate Behavioral Health Region One and those participating

governments only, in addition to the applicable service contracts. Coordination

with the state is limited to following their reporting requirements.

What plans, logic models, performance measures, baseline and historical data,

data dictionaries, reporting templates, prior reports, and statewide guidance

will be provided? Will the County facilitate introductions, data requests, and

cooperation from participating governments, providers, CONNECT, and other

partners?

As listed in the RFP, logic models and reporting requirements have been

provided and shall be utilized throughout the reporting period. The County will

properly introduce and fully involve the Evaluator with the applicable partners

in order to relationship-build. The expectation is that the Evaluator will collect

data directly from the applicable partners, but always with a courtesy copy to

the Accountable entity.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX:

505-995-2740 www.santafecountynm.gov

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Will the evaluator or its subcontractors receive personally identifiable,

protected-health, or participant-level information? If so, what security

standards, training, background checks, business-associate agreements, data-

use agreements, Tribal approvals, or separate data-governance procedures will

apply, and will the County assist with securing the required agreements?

No.

Does the County require specific evaluation methodologies, statistical

methods, Results-Base Accountability measures, equity analyses, or state-

established performance indicators? Are there minimum education,

certification, licensure, location, or experience requirements for evaluators,

staticians, data analysts, dashboard developers, or other personnel?

The Evaluator must follow the State’s Evaluation Guidelines Section B.2. page

24 regarding experience requirements using the following link:

https://www.santafecountynm.gov/uploads/documents/Appendix_C___Evalu

ation_Guidelines___UPDATED_2.2026.pdf.

Will the County provide an existing dashboard platform, or should the offeror

budget for development, licensing, hosting, security, and maintenance? Does

the County expect one consolidated regional dashboard or separate views by

program, provider, government, priority area, population, or funding phase,

and who will maintain the system after the contract ends?

The County would expect one consolidated regional dashboard that can be

built out in its Power BI or other appropriate platform. However, the submitting

offeror is invited to share their suggestions.

Can the County provide anticipated due dates for quarterly dashboards and

reports, annual reports, the Early Access evaluation, and the final report? How

many meetings should offerors budget to attend in-person per year, where will

they ordinarily occur, and may routine meetings and technical-subcontractor

participation occur virtually?

Routine meetings may occur remotely. In person meetings may occur as

needed or otherwise appropriate, likely not more than four per year. Quarterly

reports should be submitted approximately ten (10) days after the close of each

quarter, annual and final reports the same (i.e., ten days after the close of the

year and ten days after the close of the term).

The RFP describes a three-year project, while the sample agreement contains

an initial one-term year with extensions by amendment. Should offerors submit

estimated hours, line-item costs, and personnel rather separately for Years 1,

2, and 3? Is there an anticipated annual or total not-to-exceed budget, and may

offerors propose a fixed annual rate escalation for Years 2 and 3?

Please refer to the answers to questions 4 and 5.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX:

505-995-2740 www.santafecountynm.gov

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Should the cost proposal organize estimated hours and expenses by position,

task, deliverable, and contract year? Please clarify whether New Mexico gross

receipts tax, travel, subcontractors, software, dashboard licensing,

cybersecurity, and data-management tools should be included in hourly rates

or listed separately, as well as whether payment will be based on monthly time-

and-materials invoices, completed deliverables, or another structure.

Yes. New Mexico Gross Receipt Taxes must be included for all line-items.

Please refer to the answers to questions 4 and 5.

Based on your approved plan, you have $150,000 identified for the solicitation

of an independent evaluator. Although the RFP did not specify an amount, are

you looking for a budget within the $150,000 and if so, is that per year or for

the totality of the 3 years?

$50,000 per year was originally anticipated by the Region, later adjusted to

align with answers to questions 4 and 5.

Are there existing data sharing agreements in place with each of the sovereign

nations to support this work or will agreements need to be established and

executed with each nation and the awarded vendor?

Yes, for those participating.

In regard to the intended outcomes identified for each of the 5 priority areas, is

this data already being collected? If so, what format is this information

collected how will that be made available to the awarded vendor? If this data

is not already collected in CONNECT or otherwise, are you looking to the

awarded vendor to design that data collection process as Priority 4 to expand

CONNECT is underway?

Data collection for the Regional Plan cannot commence until the GSA with the

State is fully executed and Evaluator is in place. The awarded vendor is

expected to design the data collection process.

Regarding the requirement to coordinate with all funded providers and partners

to ensure consistent data submission, is there already a Technical Assistance

Data Management (TADM) model in place, or is this something the contracted

Evaluator is expected to develop and implement?

The successful offeror is expected to develop and implement the TADM

model.

Regarding the requirement to integrate reports from multiple data sources, is

there an estimated number of data systems that will need to be integrated?

No, and if so, not more than 10 will need integration.

Under the Insurance Requirements section, item 2 – Is the offeror required to

have Santa Fe County named as additional insured on the policy at the time of

RFP submission?

No.

102 Grant Avenue · P.O. Box 276 · Santa Fe, New Mexico 87504-0276 · 505-986-6200 · FAX:

505-995-2740 www.santafecountynm.gov

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

2027-0003-CSD Independent Evaluator for Behavioral Health Region One Addendum No. 1

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