ESBD_File_341192_H_24-07 RFQ-Finacail Advisor-introduction.pdf

REQUEST FOR QUALIFICATIONS(RFQ)

(PROFESSIONAL SERVICES)

FINANCIAL ADVISORY SERVICES

RFQ NUMBER.:

24-07

ISSUED BY:

Procurement Operations Department

FOR :

Finance and Accounting Department

PROCUREMENT OFFICER :

Yasmeen Hasan, Sr. Buyer Telephone: (713) 718-7604

E-mail: yasmeen.hasan@hccs.edu

PROPOSAL CLOSE DATE: Wednesday, November 29,2023 TIME (BY): 2:00 p.m. (local time)

SUBMIT PROPOSAL PACKET IN THE:

HCC BID Portal:

Houston Community College (bonfirehub.com) mailto:yasmeen.hasan@hccs.edu https://hccs.bonfirehub.com/portal/?tab=login

TABLE OF CONTENTS

Section Headings Page Number

Introduction and General Information 3

NOTE: All noted Attachments are to be completed and submitted with Proposal, Attachments 1, 5 and 7 must be signed and notarized.

SOLICITATION SCHEDULE

The following is the anticipated solicitation schedule including a brief description for milestone dates:

Solicitation Milestone Date & Time RFP released and posted to HCC’s & ESBD’s websites

Tuesday, October 31, 2023

Virtual Pre-Proposal Meeting (Non-Mandatory) Wednesday, November 15, 2023 Deadline to receive written question/inquiries Wednesday, November 24,2023 by 5:00 PM Responses to written questions/inquiries (estimated)

Wednesday, November 29,2023

Proposal Submittal Due Date Thursday, November 29,2023 Anticipated Board Recommendation and Approval

January 2024

NOTE: Houston Community College reserves the right to revise this schedule. Any such revision will be formalized by the issuance of an addendum to the RFQ and posted on

GENERAL INFORMATION & REQUIREMENTS

1. General Information:

The Houston Community College (“HCC” and/or the “College”) is soliciting Statements of Qualifications (“Qualifications”) for selection of Financial Advisory Services, in accordance with the terms, conditions, and requirements set forth in this Request for Qualifications (RFQ) and pursuant to Texas Government Code 2254.

1.1 This Request for Qualifications (“RFQ”) is the first step in a three-step process for selecting a Financial Advising firm. The RFQ provides the information necessary to prepare and submit Qualifications for consideration and initial ranking by the College;

1.2 In the second step of the process, Interviews, the “most” qualified respondents may be requested to attend an interview with the College to confirm the Qualification submittal and answer additional questions. The College will then rank the remaining respondents in order to determine a “most” qualified respondent; and

1.3 In the final step of the process, the “most” qualified respondents may be requested to attend an interview with the College Board of Trustees to confirm the Qualification and answer additional questions. The Board of Trustees will then make a final selection and award to the “most” qualified respondent.

2. About Houston Community College Houston Community College's service area is Houston Independent School District, Katy, Spring Branch, Alief Independent School Districts, Stafford Municipal District, and the Fort Bend portion of Missouri City. The System is accredited by the Commission on Colleges of the Southern Association of Colleges and Schools to award an associate degree.

HCC serves its students each semester by offering associate degrees, certificates, academic preparation, workforce training, and lifelong learning opportunities that prepare students in our diverse community to compete in an increasingly technological and international society. Houston Community College plays an integral role in transforming the lives of its students and making our community work.

More information regarding HCC is located in the annual HCC Fact Book. The Fact Book can be found at www.hccs.edu/about-hcc/institutional-research/hcc-fact-book/ http://www.hccs.edu/about-hcc/institutional-research/hcc-fact-book/

3. Communication Statement:

All communications, any modifications, clarifications, amendments, questions, responses or any other matters related to this Request for Qualifications must be made only through the Procurement Contact noted on the cover of this RFQ. A violation of this provision is cause for the College to reject a Company’s SOQ. No contact regarding this project with the Board of Trustees or other College employees is permitted and may be grounds for disqualification.

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