Arbitrage Rebate Consulting Services
Overview
Fit Score
Settle Intelligence
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SUMMARY
DESCRIPTION
A government authority in New Jersey is seeking a qualified vendor to provide arbitrage rebate consulting services related to post-issuance tax compliance for bond issues. The selected firm will support compliance activities associated with bond proceeds and related federal tax requirements.
Services include identifying and separately accounting for all gross proceeds of the bond issue, including circumstances involving transferred proceeds, allocation analyses, and commingled funds. The vendor will also calculate or verify bond yield, deliver documentation supporting rebate calculations, and prepare an executive summary describing the methodology used, major assumptions, and conclusions related to bond proceeds.
The engagement also requires the consultant to provide recommendations for improvements to the County's recordkeeping practices related to bond proceeds and to advise County staff on arbitrage-related matters as needed.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.