Financial Planning & Advisory Services

Texas Southern University is soliciting proposals for a firm to provide professional Financial Planning and Analysis advisory services. The scope of work focuses on the development of integrated five-year and thirty-year long-range financial models that incorporate revenues, expenditures, debt, and liquidity across baseline, optimistic, and adverse scenarios. Key deliverables include editable financial models, user documentation, variance analysis methodologies, and comprehensive knowledge transfer to ensure university personnel can independently maintain these capabilities. The university seeks a partner with specific expertise in higher education financial best practices. The contract consists of an initial one-year term with the option for three additional one-year renewals. Proposals are due by 1:00 p.m. CST on September 15, 2026, and must be submitted in both printed and flash drive formats. Award decisions will be based on a best value ranking derived from RFP responses and potential interviews. Mandatory submission requirements include signed execution and compliance statements, a VETHUB subcontracting plan, and certification of interested parties. Respondents must adhere to strict compliance standards, including Executive Order GA-48 regarding foreign adversary control, Texas Government Code anti-boycott Israel verifications, and E-Verify requirements. Evaluation may also consider past vendor performance and professional malpractice insurance claims history from the previous five years.