Financial Advisor & Continuing Disclosure Agent at TSTC - Statewide

Texas State Technical College (TSTC) is seeking a qualified firm to serve as its Financial Advisor and Continuing Disclosure Agent for a three-year fixed-term contract. The selected firm will provide strategic financial advisory services to optimize fiscal management and ensure regulatory compliance across TSTC's 11 campuses statewide. Key responsibilities include advising on Tuition Revenue Bonds, performing arbitrage and rebate calculations, coordinating with major national rating agencies, and fulfilling continuing disclosure obligations. The contract is expected to exceed 100,000 dollars, and award decisions will be based on a best-value trade-off considering technical merit, experience with Texas institutions of higher education, and the proposed fee structure. Proposals must be submitted electronically via the Rsolution/Jaggaer system by April 15, 2024. Mandatory submission requirements include a signed HUB Subcontracting Plan, a Non-Collusion Statement, a Conflict of Interest Questionnaire, and the resumes of designated financial advisors. Failure to provide these signed documents will result in automatic disqualification. Once awarded, the contractor must submit a Progress Assessment Report with every invoice to receive payment. The contract does not include options for extension, and all pricing must remain fixed for the three-year duration unless explicitly approved by TSTC.