Texas DIR/ESBD #240s

Texas Section 529 and 529A program consulting services

The Texas Prepaid Higher Education Tuition Board seeks consulting support for its Section 529 and 529A programs and related funds. - Government buyer: Texas Comptroller of Public Accounts, acting as Chair and Executive Director of the Texas Prepaid Higher Education Tuition Board; Contracts Section. - OEMs and vendors: No OEMs, commercial vendors, or specific consulting firms are named. The work is open to consulting firms or individuals. - Services requested: As-needed advice and ongoing assistance on Internal Revenue Code Sections 529 and 529A, including regulatory interpretation, industry best practices, research, analysis, contract development and negotiation, operational questions, and written inquiries. - Support may include preparing requests for proposals for investment consulting, actuarial, legal, and program-management services; reviewing proposals; and participating in Board meetings or related proceedings. - Programs and funds covered include the Texas Guaranteed Tuition Plan (TGTP), Texas Tuition Promise Fund (TTPF), Texas College Savings Plan, LoneStar 529 Plan, Texas ABLE Program, Texas Save and Match Program, and Texas Match the Promise Foundation. - Notable requirements: Respondents must demonstrate at least five years of relevant experience and extensive knowledge of Sections 529 and 529A. Municipal-advisor respondents must document SEC registration and compliance with Municipal Securities Rulemaking Board requirements. - Products and quantities: No products, part numbers, or fixed service quantities are specified; consulting is requested as needed. - Estimated value: $150,000.

Description

The Texas Comptroller of Public Accounts seeks proposals from consulting firms or individuals to provide consulting services for the Board’s 529 prepaid tuition and college savings plans and the Texas ABLE 529A Program. The consultant will also assist the Comptroller and the Board with ongoing administration of the Texas Guaranteed Tuition Plan, Texas College Savings Plan, LoneStar 529 Plan, Texas Tuition Promise Fund, Texas Save and Match Program, and Texas Match the Promise Foundation. The solicitation lists an estimated value of $150,000 and proposals are due December 3, 2026.

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