Arbitrage Rebate and Yield Restrictions Compliance Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
Gloucester County Improvement Authority
DESCRIPTION
The government authority in Woodbury, New Jersey, is seeking arbitrage rebate and yield restrictions compliance services. The selected provider will prepare an executive summary outlining the methodology used, major assumptions, conclusions, and recommendations for changes to the Authority’s recordkeeping and investment policies.
The provider will assist with retaining records and documentation for at least six years following the final maturity of each issue. Services will also include providing a legal opinion confirming that the arbitrage calculation results comply with applicable rebate requirements, or explaining why such an opinion is unnecessary.
The selected provider will prepare and distribute five copies of each calculation report to the Authority and one copy to the applicable bond trustees. The provider will also prepare all filings required by the Internal Revenue Service for payments of arbitrage rebates or refunds.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due December 9, 2026.
- Who issued this RFP?
- It was issued by Gloucester County Improvement Authority. The work is located in Woodbury, New Jersey, United States.
- Who is a good fit for this opportunity?
- Public finance compliance firm specializing in arbitrage rebate and yield restriction services
- Experienced professionals familiar with tax-exempt bond regulations and Internal Revenue Service filings
- Demonstrated ability to prepare compliance calculations, legal opinions, and trustee reports
- Strong recordkeeping and documentation support capabilities
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.