Texas DIR/ESBD #717-27-70

Financial Planning and Advisory Services for Texas Southern University

Texas Southern University (TSU) is seeking qualified firms to provide professional Financial Planning and Advisory Services to support its strategic financial management. - Government Buyer: - Texas Southern University, Procurement Services - Contact: Sceffers Ward - Services Requested: - Financial Planning and Analysis (FP&A) - Financial forecasting and modeling (long-range, five-year, thirty-year) - Budget and capital planning - Development of financial planning frameworks - Deliverables include: - Rolling 13-week and annual cash flow forecasts - Integrated financial models - Standardized budget request and capital improvement plan templates - Documented methodologies and user guides - Training for TSU staff - Notable Requirements: - Experience in higher education financial management - Quality assurance and best practices - Compliance with TSU's VETHUB Subcontracting Plan - Adherence to Executive Order GA-48 (restrictions on contracting with certain foreign adversaries) - Contract Details: - Initial term of one year, with up to three one-year renewal options - Proposal validity for at least 90 days - No specific OEMs or vendors are named in the solicitation - Estimated contract value: $90,000

Description

Texas Southern University is soliciting proposals for professional Financial Planning and Advisory Services. The selected firm will provide qualified personnel and advisory services related to Financial Planning and Analysis (FP&A). The scope includes various financial advisory activities as authorized by Texas Southern University. The procurement is open to qualified firms with relevant experience and includes multiple attachments detailing terms and requirements.

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