Post-Issuance Compliance & Reporting

The contract requires comprehensive post-issuance compliance services for bond issuance activities, specifically tied to IRS and SEC regulatory obligations. Key responsibilities include calculating and submitting arbitrage rebates, preparing and filing disclosures on the EMMA system, and meticulously tracking the use of bond proceeds to ensure alignment with tax-exempt status requirements and federal guidelines. All activities must be performed with precision to avoid penalties and maintain the integrity of the bond financing framework. The work is classified as a subcontract under NAICS code 541211, indicating a focus on accounting, tax preparation, and financial advisory services. It is issued by the DeKalb County Board of Education in Georgia, with a response deadline of August 27, 2026. The contract places emphasis on ongoing monitoring and reporting rather than issuance itself, requiring the contractor to maintain detailed records, meet strict federal deadlines, and provide transparent documentation of fund allocation to support continued compliance with tax law and securities disclosure standards.