Georgetown Ionwave #202660

City of Georgetown Solicits Arbitrage Rebate Compliance Services for Municipal Bonds

The City of Georgetown, Texas is seeking proposals for professional Arbitrage Rebate Compliance Services to ensure its long-term municipal bonds comply with IRS arbitrage regulations. - Government Buyer: - City of Georgetown, Texas (Purchasing Department) - Contact: Charlie Sotelo - Services Requested: - Arbitrage Rebate Compliance Services for all long-term bonds subject to IRS Internal Revenue Code Section 148 - Review of bond issues and assessment of compliance with federal arbitrage regulations - Calculation of bond yields and excess investment earnings - Preparation of detailed reports and IRS forms (e.g., Form 8038-T) - Ongoing compliance support and consultation - Assistance with IRS inquiries - Post-issuance compliance support, technical tax review, and planning - Requirements: - Minimum five years' experience providing arbitrage compliance services to governmental entities - Electronic proposal submission - Detailed fee schedules for each bond - Compliance with all federal, state, and local laws - Insurance requirements and detailed evaluation criteria - No specific OEMs, hardware, or part numbers are referenced; this is a professional consulting services procurement.

Description

The City of Georgetown is seeking proposals from qualified consultants to provide Arbitrage Rebate Compliance Services for all long-term bonds issued by the City that are subject to the arbitrage requirements of the Internal Revenue Code of 1986, as amended. The consultant will review bond issues, assess compliance, calculate bond yields and excess earnings, prepare reports and IRS forms, and provide ongoing compliance support. The initial contract term is two years with options to renew for up to three additional one-year terms. Proposals must be submitted electronically by June 26, 2026.

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