Outside Legal Counsel for Texas Prepaid Higher Education Tuition Board

The Texas Comptroller of Public Accounts, on behalf of the Texas Prepaid Higher Education Tuition Board, is seeking outside legal counsel for as-needed advice on qualified tuition and savings plans, municipal fund securities, taxation, governance, and related legal matters.

Texas > Texas Comptroller of Public Accounts > Texas Prepaid Higher Education Tuition Board


General
Open (posted)
240r
Sep 29, 2026 12:00 PM
Aug 21, 2026 12:00 PM
1 year 9 months base + 2 × 1 year options
Other
Request for Proposal (RFP)
State
Ask AI about this solicitation
Contact
contracts@cpa.texas.gov
+15123058673
Submission Instructions
Email
Description

The Texas Comptroller of Public Accounts, acting on behalf of the Texas Prepaid Higher Education Tuition Board, seeks qualified independent attorneys or law firms to provide outside legal counsel on an as-needed, as-requested basis. Required expertise includes disclosure requirements for municipal fund securities, applicable FINRA and MSRB rules, federal tax-qualified tuition and savings plans, and related federal and state securities and tax matters. The scope may also include plan administration and governance, fiduciary responsibility, investment activities, intellectual property, administrative law, contracts, family law, probate, guardianship, trust law, Social Security, and Medicaid. Counsel must attend regularly scheduled quarterly Board meetings, provide rapid legal research and advice, invoice each plan separately, disclose conflicts of interest, and submit proposed attorney and paralegal rates. The initial contract term is December 1, 2026, through August 31, 2028, with two one-year renewal options. A completed VetHUB Subcontracting Plan, execution of the proposal form, and other proposal materials are required.

Classification Codes
NAICS541199All Other Legal Services
PSCR418Legal Services
Smart Codes
outside legal counselsecurities law counseltuition plan counsel
Specifications
Service Only
Timeline
Aug 21, 2026-RFP Issuance
Aug 28, 2026-Written Questions Due
Sep 2, 2026-Official Responses to Questions Posted
Sep 29, 2026-Proposals Due
Nov 17, 2026-Oral Presentations, if Needed (optional)
Presentations may be virtual at the Comptroller's discretion or held in person at this location; scheduled for 10:00 a.m. Central Time if required.
Dec 1, 2026-Contract Execution
Dec 1, 2026-Commencement of Work
Requirements
Required
  • Malpractice insurance — $3,000,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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