Arbitrage Rebate Compliance Services

The City of Carrollton is seeking a professional service provider to provide comprehensive arbitrage rebate compliance services to ensure the City's compliance with federal arbitrage rebate and yield restriction requirements. The selected firm will be responsible for monitoring, calculating, and documenting the City's compliance with these requirements. The scope of work includes arbitrage and yield restriction calculations, exception and special rule analyses, reporting and documentation, consultation and support, and refund opportunities. The City anticipates awarding a five-year contract for these services. • The City has approximately 14 outstanding bond issues, including General Obligation and Revenue Bonds. • The City requires professional arbitrage rebate compliance services to maintain compliance and preserve the tax-exempt status of its debt. • The selected firm will provide deliverables such as arbitrage reports, special analyses, IRS filings, final reports, and audit/IRS support documentation. • The City reserves the right to modify the schedule of events and to reject all proposals submitted. • The City will evaluate proposals based on weighted criteria, including firm experience and qualifications, staff expertise, project approach and responsiveness, references and past performance, and fee proposal.