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Arbitrage Rebate Compliance & Calculation Services

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Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract for Arbitrage Rebate Compliance and Calculation Services supports prime contractors on Housing Development Authority projects within the state of Illinois. The selected provider will be responsible for monitoring bond and tax-plan activity, calculating arbitrage yields and rebate liabilities, and ensuring strict adherence to federal tax regulations for bond proceeds. These services require specialized expertise in IRS tax-exempt bond regulations and the use of financial modeling software and bond tracking systems to deliver accurate rebate calculations, compliance reports, and necessary filings. The engagement is managed by the Finance agency and is centered in Chicago, Illinois. Classified under NAICS code 541219, the contract focuses on maintaining the tax-exempt status of bond proceeds through rigorous monitoring and reporting. All deliverables must align with federal standards to ensure the financial integrity of the HDA projects.

General Info

Subcontract for arbitrage rebate compliance and calculation services for Illinois Housing Development Authority.

Agency

Illinois → Finance

NAICS

541219 - Other Accounting Services

Place of Performance

Chicago, IL, 60601, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-551HDA-FINAN-B-51335.

The full solicitation package (1 document), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

26-551HDA-FINAN-B-51335 | CHANGE ORDER NOTICE - Arbitrage Rebate

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Timeline

PostedMar 2

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Organization & Contact Information

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AgencyIllinois → Finance

ContactsNo contacts available

OfficeN/A

Organization / AgencyIllinois → Finance

Office AddressN/A

ContactsNo contact information available

Full Description

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Performs arbitrage rebate calculations and compliance monitoring for prime contractors on Housing Development Authority (HDA) projects. Monitors bond and tax-plan activity, calculates arbitrage yields and rebate liabilities, and ensures compliance with federal tax regulations for bond proceeds. Utilizes financial modeling software and bond tracking systems. Requires expertise in IRS tax-exempt bond regulations. Delivers rebate calculations, compliance reports, and filings.

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