529 and 529A Plan Consulting Services | Texas Bid

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You send a priceOne number, before December 3, 2026.
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What the job is

Scope: As-needed guidance on 529 and 529A requirements, industry best practices, plan administration, contract development and negotiations, service provider evaluations, research, and meeting presentations.
Qualifications: Key personnel must have at least five years of relevant prepaid tuition, college savings, and ABLE program experience, with extensive knowledge of IRC Sections 529 and 529A.
Term: Anticipated start April 1, 2027, through December 31, 2029, with two optional one-year extensions.
Pricing: Provide hourly rates by team member and identify travel expenses separately.
Insurance: Workers' compensation; general liability of $3 million per occurrence/$5 million aggregate; professional liability of $5 million per occurrence and aggregate.

The basics

Due: December 3, 2026 46 days left
Where: Texas
Posted on: Texas ESBD
Solicitation: 240s

What the solicitation documents require

We read the solicitation documents for this bid (2 documents, 52 pages). Each item shows the file and page it came from. Check the original documents and any addenda before you bid.

Due date and time

Proposals are due December 3, 2026. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 1)
An electronic copy of the Proposal must be received in the Issuing Office no later than 2:00 p.m. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 5)

How to submit

Submit an electronic copy of the Proposal to the Issuing Office; the listed email is contracts@cpa.texas.gov. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 5)

Questions deadline

Written questions are due October 26, 2026, and responses will be posted October 29, 2026. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 1)
Submit written questions by email to the Issuing Office no later than 2:00 p.m. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 5)

Insurance

Commercial General Liability Insurance: $3,000,000 minimum each occurrence limit. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 18)
Professional Liability/Errors & Omissions Insurance: $5,000,000 minimum each occurrence limit. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 18)

Licenses and certifications

Where appropriate, Authorized Personnel must be duly licensed and in good standing in their governing jurisdiction. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 14)
Contractor must determine which licenses, certifications and permits the Contract requires and acquire them. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 19)

Set-aside and participation goals

A vendor using subcontractors must show a good faith effort to recruit certified VetHUBs. (ESBD_568967_1792174424529_VetHUB Subcontracting Plan for RFP 240s.pdf, p. 1)

Pricing format

Price Sheet lists each Key Personnel member with name, title and hourly rate. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 31)

Forms to return

Exhibit B Execution of Proposal. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Exhibit C Criminal Conviction Certification. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Exhibit D Nondisclosure Agreement. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Exhibit E Conflict of Interest Statement. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Exhibit F Certification Regarding Public Nature of the Proposal. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Exhibit G Vendor Reference Form. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Certificate of Interested Parties. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Attachment D VetHUB Subcontracting Plan. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 14)

Scope highlights

Serve as consultant for the Board's 529 prepaid tuition and college savings plans and the Texas ABLE 529A Program. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)
Assist Comptroller and the Board in ongoing administration of the Texas Guaranteed Tuition Plan, Texas College Savings Plan and LoneStar 529 Plan. (ESBD_568967_1792174370839_TTF 529 Consultant RFP 240s 26-8414VR Final 10-15-26.docx, p. 2)

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