Arbitrage Consulting Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
Issue Date: June 15th, 2026
Last Day for Questions: July 1st, 2026
ITQ Opening Date & Time: July 15th, 2026
QUESTION DEADLINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Okaloosa County
DESCRIPTION
The government authority in Okaloosa, Florida is seeking independent contractors to provide arbitrage consulting services. The selected consultant will operate as an independent entity, offering expert advice and assistance on all obligations related to arbitrage compliance. Key responsibilities include providing written calculations of arbitrage earnings, determining rebate requirements, and delivering a written opinion verifying that all calculations have been performed correctly.
Additionally, the consultant will advise the agency on post-issuance tax compliance concerns, verify whether the bond issue is subject to rebate regulations, and identify applicable exceptions. The scope of work includes reviewing and analyzing data, computing and verifying allowable yield limits, determining excess earnings, and identifying any spend-down penalties applicable under specific provisions. The consultant will also prepare all necessary IRS forms related to these services. The contract is anticipated to span one year.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 15, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by Okaloosa County. The work is located in Shalimar, Florida, United States.
- Who is a good fit for this opportunity?
- Expertise in municipal bond arbitrage and rebate compliance
- Experience preparing and analyzing IRS arbitrage documentation
- Demonstrated work with public sector clients
- Knowledge of post-issuance tax compliance regulations
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
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.