When is the submission deadline?

This RFP closed on August 10, 2026 and is no longer accepting submissions.

It was issued by Lone Star College System. The work is located in The Woodlands, Texas, United States.

Who is a good fit for this opportunity?

Municipal finance advisory firm with public sector experience. Demonstrated expertise in bond issuance planning and debt structuring. Experience supporting credit rating presentations and disclosure processes. Familiarity with Texas local government financing environment. Ability to analyze tax rate impacts and long-term borrowing capacity. Strong coordination experience with bond counsel and disclosure counsel.

Financial Advisory Services (Closed)

Overview

Financial, Legal, HR & Staffing

The Woodlands, Texas, United StatesPosted: July 21, 2026Deadline: August 10, 2026

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SUMMARY

A government authority in Woodlands, Texas seeks a financial advisor to support municipal financing strategy, bond issuance planning, and rating agency presentations. Services include evaluating financing alternatives, monitoring debt market conditions, and coordinating with bond and disclosure counsel.

KEY REQUIREMENTS

Must be an independent, registered municipal advisor bound by a strict fiduciary duty
Must be registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB)
Must provide at least three references from companies or school systems other than Lone Star College System
Must submit a complete and executed current Form W-9
Must file Form 1295 electronically with the Texas Ethics Commission
Must comply with all applicable federal, state, and local laws, rules, regulations, and ordinances
Must provide proof of insurance coverage including General Liability, Workman’s Compensation, Employer’s Liability, Automobile Liability, and Excess Liability
Must not serve as an underwriter for any proposed transactions on which the firm provides financial advisory services
Must disclose any potential conflicts of interest, including relationships with underwriters, commercial banks, or broker-dealers

TIMELINE

July 20th, 2026: 1st Legal advertising & release of RFP

July 27th, 2026: 2nd Legal advertising

July 28th, 2026: Questions due by 10:00 AM (CT)

July 30th, 2026: Questions answered by 5:00 PM (CT)

August 10th, 2026: Deadline for proposal submission by 10:00 AM (CT)

August 13th, 2026: Anticipated evaluation of proposals

August 27th, 2026: Anticipated vendor presentations

November 5th, 2026: Presentation of award to the Board at 10:30 AM (CT)

QUESTION DEADLINE

July 28, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

Lone Star College System

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

A government authority located in Woodlands, Texas is seeking a qualified vendor to provide financial advisory services. The selected firm will deliver professional advisory services customarily provided by a financial advisor, including verbal and written recommendations and analyses related to financing matters.

The scope includes analyzing and evaluating financing alternatives in light of current market conditions, borrowing capacity, projected capital and operational needs, policy considerations, and the potential fiscal impact of proposed bond issuances on the system’s property tax rate. The advisor will also assist in preparing and presenting timely and comprehensive information regarding the system’s financial condition, operations, and financing obligations to bond rating agencies in support of maintaining its ratings.

Additional responsibilities include recommending a comprehensive plan for the issuance of obligations and advising on current conditions in the municipal debt market, such as interest rate trends, investor demand, credit spreads, upcoming bond issuances, and other relevant market activity. The selected firm will also work with bond counsel and disclosure counsel retained by the system to support each transaction. Questions are due by July 28, 2026.

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Frequently asked questions

When is the submission deadline?: This RFP closed on August 10, 2026 and is no longer accepting submissions.
Who issued this RFP?: It was issued by Lone Star College System. The work is located in The Woodlands, Texas, United States.
Who is a good fit for this opportunity?: Municipal finance advisory firm with public sector experience
Demonstrated expertise in bond issuance planning and debt structuring
Experience supporting credit rating presentations and disclosure processes
Familiarity with Texas local government financing environment
Ability to analyze tax rate impacts and long-term borrowing capacity
Strong coordination experience with bond counsel and disclosure counsel

Analysis generated by Settle AI from the source RFP.

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Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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