Arbitrage Rebate Compliance Services (RFP)

Borough of Seaside Park

Arbitrage Rebate Consultant for a term of one (1) year by way of contract ending December 31, 2026. Appointment will be made by the Mayor with the advice and consent of Council. Responsibilities may include, but are not limited to: The computation of the rebate amount for the Borough's debt. Additional calculations, including fifth year calculations, as may be requested or required. Initially, and annually thereafter, the review of each of the Borough’s bond and bond anticipation note issues and determine the amount of any proceeds still outstanding that may be subject to yield restriction requirements under the existing IRS regulations and provide the Borough with the maximum permitted yield, if applicable. Identification of IRS deadlines. Projection of any accrued rebate liability. Preparation of fully detailed reports calculating any arbitrage rebate due. Completion of any filings required by the IRS (including Form 8038-T), and to represent the Borough as required in any matter relating to arbitrage compliance with outside parties.

Gloucester County

Arbitrage rebate and yield restrictions compliance services

Dallas County

Provide revenue cycle and coding-related audit services for compliance department.