RFP 2026.04 Financial Advisor for Revenue and General Obligation Bonds

Brazosport College is soliciting proposals for a Financial Advisor to provide professional services related to the planning, issuance, refinancing, management, and regulatory compliance of revenue and general obligation bonds. The solicitation, numbered 2026.04, with aNAICS code of 523150, is open to responsible vendors and requires all submissions to be received by July 1, 2026, either electronically through the Ion Wave bidding portal or via sealed paper submission to the College’s Business Services office in Lake Jackson, Texas. Email or fax submissions are not accepted, and late or improperly marked mail will be returned unopened. The selected vendor must begin services on or about September 1, 2026, with an initial term of two years and the potential for two additional two-year extensions based on performance and need, including optional month-to-month service arrangements. The College reserves the right to reject any or all proposals and will award the contract based on overall value, not solely on cost. The evaluation is weighted across six factors: firm experience and qualifications (30 points), specific experience with Texas public and higher education bond programs (25 points), qualifications of key personnel (20 points), proposed approach and methodology (15 points), references and past performance (5 points), and fee proposal (5 points). Fees are not the primary selection criterion. Proposals must include an executive summary, detailed approach to advisory services, full compliance with the scope of work, and a clearly itemized fee structure covering advisory fees, bond-related transaction costs, hourly rates, reimbursable expenses, and other charges. Mandatory supporting documents include a completed Company W-9, Proof of Insurance with minimum limits of $1,000,000 each for commercial general liability, automobile liability, and workers’ compensation, a Conflict of Interest Questionnaire, Felony Conviction Notification, Non-Collusive Certificate, and Form 1295 for business entities filed with the Texas Ethics Commission. The vendor must maintain independence, disclose any conflicts of interest, and comply with Texas Government Code prohibitions against contracting with Iran, Sudan, or known terrorist organizations. The advisor must attend key meetings with the Board of Regents, auditors, and bond counsel, provide periodic written reports, and ensure access to all financial documentation. Insurance policies must include a waiver of subrogation against the College and thirty days’ prior notice of cancellation. All services are performance-based in Texas, with payment processed net thirty days