What the buyer needs
AI summaryThe buyer seeks a vendor to provide comprehensive municipal advisor consulting services for a government authority located in Albuquerque, New Mexico. The selected advisor will coordinate with the district's chief financial officer, designated representatives, bond counsel, and other financing professionals to support capital financing and bond election planning, evaluate financing alternatives, monitor bond markets, and support transaction documents and reporting. Eligibility is restricted to onshore United States organizations only. The vendor must perform the work offsite within their own office premises. The buyer is currently looking for proposals, though specific budget amounts, deadlines, and evaluation criteria are not stated.
Scope of work
- Assist in capital financing and bond election planning, including evaluating bond authorization amounts, issuance schedules, and tax impacts
- Evaluate financing alternatives including general obligation bonds, education technology obligations, and available funding sources
- Analyze existing debt structure, annual debt service requirements, property tax requirements, and long-range capital improvement requirements
- Provide bond market monitoring and ongoing advice regarding timing, structure, and method of sale
- Assist with credit ratings, preparing rating agency presentations, and responding to information requests
- Prepare and coordinate transaction documents and disclosures including Notice of Sale, Preliminary Official Statements, and final Official Statements
- Provide bond sale, award, and closing services for competitive sales, negotiated sales, or private placements
- Designate a primary contact and qualified personnel available throughout the financing process
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Submit your company profile and detailed information describing your company's qualifications providing services as requested in the Scope of Services | Not specified |
| Relevant experience advising public school districts and comparable governmental issuers | Not specified |
| Relevant experience of the proposed lead advisor and supporting staff | Not specified |
| Describe experience preparing rating agency presentations; ability to explain credit strengths and risks; approach to monitoring market conditions and assessing pricing | Not specified |
| Describe understanding of the District's scope; proposed work plan and deliverables; coordination with District staff, bond counsel, and other professionals | Not specified |
| Cost Proposal under Appendix A | Not specified |
Minimum qualifications
- Experience advising public school districts and comparable governmental issuers
- Experience with general obligation bonds, refundings, and contemplated financings
- Familiarity with New Mexico public finance requirements
- Qualified lead advisor and supporting staff with relevant experience
- Not debarred or suspended pursuant to NMSA 1978 or federal regulations
Documents to include with your response
- Letter of Transmittal, SIGNED
- Evaluation Criteria Documentation
- Price Proposal (Fee Schedule under Appendix A)
- Completed Conflict of Interest, Non-Collusion and Debarment/Suspension Form, SIGNED
- Campaign Contribution Disclosure Form, SIGNED
- Byrd Anti Lobbying Certification SIGNED- For Federal Purchases
- Statement of Confidentiality, SIGNED
- Certificate issued by State of New Mexico Taxation & Revenue for Resident Business or Resident Veteran Business preference (if applicable)
- Standard Form-LLL, Disclosure Form to Report Lobbying (if applicable)
How to submit
- Method
- Electronic via Bidnet Direct
- Instructions
- Submit one uploaded file containing all required documentation via the Bidnet Direct portal at https://www.bidnetdirect.com/new-mexico/albuquerquepublicschools. Proposals shall not exceed 60 pages total, excluding front cover, section dividers, letter of transmittal, and required forms.