Arbitrage Compliance Computation Services

Overview

Financial, Legal, HR & Staffing

Salt Lake City, Utah, United StatesPosted 17 days agoDeadline: May 11th, 2026

Fit Score

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SUMMARY

Salt Lake City seeks a firm to provide arbitrage compliance computation services for tax-exempt bonds, including reporting and regulatory assistance, under a five-year contract.

KEY REQUIREMENTS

Must be registered with the Utah State Division of Corporations and Commercial Code
Must provide a list of clients for which arbitrage compliance computation services were provided since January 1st, 2025
Must certify that no retainer fee will be charged to guarantee a minimum annual fee
Must include a written acknowledgement of the City's ethical standards in the response
Must maintain workers' compensation and employer's liability insurance
Must maintain commercial general liability insurance with a minimum of $1,000,000 per occurrence
Must maintain professional liability insurance with a minimum of $1,000,000 per occurrence
Must not be presently debarred, suspended, or declared ineligible by any governmental department or agency

BUDGET

Verified

$75,000

CONTRACT DURATION

60 months

TIMELINE

The initial term of the agreement shall commence on July 1st, 2026, and continue for a period of five years.

Issuing Agency

Salt Lake City Corporation

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DESCRIPTION

A government authority in Salt Lake City, Utah seeks a vendor to provide arbitrage compliance computation services for various long-term, tax-exempt bonds in accordance with IRS regulations. The selected vendor will be responsible for performing all necessary computations and producing an executive summary detailing the methodology, major assumptions, conclusions, and recommendations.

The scope of work includes providing a legal opinion or a CPA assurance letter confirming that the arbitrage calculations meet rebate requirements, or supplying an explanation if such documentation is unnecessary. The vendor will also assist in maintaining cumulative records and offering regular updates for three years post bond maturity, as stipulated. Additional duties involve requesting and analyzing all relevant investment data, assisting with document and data collection, determining which bond funds are subject to arbitrage rebate, and monitoring IRS filing deadlines.

The contract period for these services will be five years. All vendor inquiries must be submitted by April 27, 2026.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.