Request for Proposal Financial Advisory Services for Student Loan Program

The Texas Higher Education Coordinating Board (THECB) is seeking a vendor to provide financial advisory services for its student loan program. The selected vendor will be responsible for a range of duties, including preparing schedules and reports, determining rebate arbitrage and yield restriction liabilities, and providing recommendations on financing plans and bond issuance. The contract term will commence on September 1, 2026, and terminate on August 31, 2029, with the possibility of extension. Key aspects of the job include: • Preparing schedules, reports, and records to support bond issuance and debt obligations • Providing financial advisory services, including recommendations on financing plans and bond issuance • Assisting with presentations to credit enhancers and bond purchasers • Monitoring and advising on refunding opportunities, cash redemptions, and debt defeasance • Responding to questions and issues posed by THECB Board and staff The ideal vendor will have at least five years of experience providing financial advisory services, particularly in the area of bond issuance and debt obligations. They will also demonstrate knowledge and expertise in providing financial advisory services, including the capability to perform the required services as described in the RFP.