Texas DIR/ESBD #240r

Texas Comptroller seeks outside legal counsel for Prepaid Higher Education Tuition Board

This opportunity is issued by the Texas Comptroller of Public Accounts for the Texas Prepaid Higher Education Tuition Board, seeking outside legal counsel services. - Government Buyer: - Texas Comptroller of Public Accounts - Texas Prepaid Higher Education Tuition Board - Contracts Section - Services Requested: - Outside legal counsel for specialized legal advice - Areas of expertise required: - Municipal securities disclosure requirements - FINRA and MSRB rules - Federal tax-qualified tuition and savings plans (IRC Sections 529 and 529A) - Fiduciary responsibility - Federal and state taxation - Intellectual property - Contracts - Family law, probate, guardianship - Federal entitlements (Social Security, Medicaid) - Support for multiple Texas tuition and savings programs: - Texas Guaranteed Tuition Plan - LoneStar 529 Plan - Texas College Savings Plan - Texas Tuition Promise Fund - Texas Save and Match Program - Texas ABLE Program - Administrative support through a relationship coordinator - Attendance at quarterly and special Board meetings - Compliance with billing guidelines - Unique Requirements: - Respondents must demonstrate relevant legal experience in the specified areas - Separate invoicing for each plan - Compliance with Texas subcontracting plan rules - Consideration of certified VetHUB subcontractors - No OEMs or product part numbers are specified, as this is a service-based solicitation.

Description

The Texas Comptroller of Public Accounts, on behalf of the Texas Prepaid Higher Education Tuition Board, is soliciting proposals from qualified individuals and law firms to serve as outside legal counsel. The selected counsel will provide legal services related to municipal securities disclosure requirements, FINRA and MSRB rules, and federal tax-qualified tuition and savings plans. The scope includes various legal matters such as family law, contracts, probate, intellectual property, fiduciary responsibility, and federal entitlements. The contract term is from December 1, 2026, through August 31, 2028, with options to renew for two additional one-year periods.

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