Financial Advisory Services

The Lone Star College System is seeking qualified providers to deliver Financial Advisory Services through a competitive Request for Proposals issued under solicitation number 26-07-02, with proposals due by 10:00 a.m. CST on August 10, 2026. The contract will support the System’s financial operations, particularly in relation to debt issuance, with pricing structured as a fee per $5,000 of debt issued across multiple tiers ranging from $0 to over $500 million. Proposals must be submitted electronically through the LSCS eBid system and must include required attachments such as a completed IRS Form W-9 and Texas Ethics Commission Form 1295 if the contract value meets or exceeds $1 million. The evaluation will follow a Best Value Method, weighing price at 25% and non-price factors including alignment with institutional needs, vendor reputation, service quality, and Texas-based presence or employment of 500+ workers in Texas. Special requirements include adherence to the Buy America Act, compliance with Section 508 accessibility standards, completion of certified cybersecurity training as mandated by Texas law, and strict antitrust certification. Vendors must also meet insurance thresholds including $1 million in general liability and cyber liability coverage, indemnify the System against intellectual property infringement claims, and comply with federal record retention requirements. All performance is F.O.B. destination at Lone Star College System locations, and the contractor must ensure delivery of services in accordance with federal, state, and local regulations including Texas Civil Procedure and OSHA standards. The System, serving over 80,000 students and employing 7,300 staff across 24 campus locations in the greater Houston area, emphasizes institutional stability, ethical conduct, and economic impact as core priorities in its procurement decisions.