26-47 Arbitrage Rebate Calculation & Opinion Service

The Bay County Board of County Commissioners is seeking proposals from qualified firms for arbitrage rebate calculation and opinion services. The selected firm will be responsible for reviewing outstanding debt issues, evaluating and making recommendations on current investment and record-keeping practices, and calculating and opining on debt yields and excess earnings. The firm will also provide consultation to the County as necessary regarding matters related to arbitrage rebate, spend-down penalty, and yield reduction payments. The contract will be awarded to the responsive, responsible respondent who ranks highest in the evaluation process based on the criteria specified in the Request for Proposals. Some key points to consider: • The firm must have experience in municipal arbitrage rebate calculation and opinion services. • The firm must provide evidence of similar experience and client references. • The firm must be properly licensed for the appropriate work specified in the Request for Proposals. • The contract will be for a period of one year, with the option for renewal. • The County reserves the right to reject any or all proposals received.