Arbitrage Rebate Compliance Services
| Agency: | State Government of North Carolina |
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| State: | North Carolina |
| Type of Government: | State & Local |
| NAICS Category: |
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| Posted Date: | Mar 30, 2026 |
| Due Date: | Apr 22, 2026 |
| Solicitation No: | 274-F-TR2026-1 |
| Original Source: | Please Login to View Page |
| Contact information: | Please Login to View Page |
| Bid Documents: | Please Login to View Page |
| Solicitation Number: | 274-F-TR2026-1 |
| Project Title: | Arbitrage Rebate Compliance Services |
| Description: | Services include preparing computations to determine the excess earnings (rebate) using methodologies described in IRS Treasury Regulations under Section 148 of the Internal Revenue Code and providing a deliverable report that will be divided into sections containing summary and detailed information related to the rebate computation. |
| Opening Date: | 4/22/2026 4:00 PM |
| Posted Date: | 3/31/2026 |
| Status: | Open |
| Department: | CITY OF RALEIGH |
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Solicitation Number
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274-F-TR2026-1
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Department
CITY OF RALEIGH
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Status Reason
Open
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Opening Date
2026-04-22T16:00:00.0000000
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Posted Date
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2026-03-30T21:52:04.0000000Z
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Primary Commodity Code
Stakeholder management and relations services
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Mandatory Conference/Site Visit
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Special Instructions
Bid Agent: Shelle.Boudreau@raleighnc.gov
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Solicitation Type
*
Select RFP IFB RFI
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Owner
Shaketha Edwards
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Description
Services include preparing computations to determine the excess earnings (rebate) using methodologies described in IRS Treasury Regulations under Section 148 of the Internal Revenue Code and providing a deliverable report that will be divided into sections containing summary and detailed information related to the rebate computation.
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Attachment Preview
Request for Proposals # 274-F-TR2026-1
Title: Arbitrage Rebate Compliance Services
Issue Date: April 1, 2026
Due Date: April 22, 2026, no later than 4:00PM ET
*LATE PROPOSALS WILL NOT BE ACCEPTED*
Issuing Department: Finance
Direct all inquiries concerning this RFP to:
Shelle Boudreau
Sr. Manager of Treasury Services
Email: Shelle.Boudreau@raleighnc.gov
(v.09/15/25)
Table of Contents
1. Introduction ......................................................................................................... 2
1.1 Purpose ............................................................................................. 2
1.2 Background........................................................................................ 2
1.3 RFP Timeline ..................................................................................... 3
1.4 Pre-Proposal Conference .................................................................. 3
1.5 Proposal Question ............................................................................. 3
1.6 Proposal Submission Requirements & Contact Information .............. 4
1.7 Business Engagement & Opportunities ............................................. 5
1.8 Rights to Submitted Material.............................................................. 5
1.9 Communications ................................................................................ 5
1.10 Lobbying ............................................................................................ 5
1.11 Conflicts of Interest ............................................................................ 6
1.12 Proposer Expenses ........................................................................... 7
1.13 Proposer Acceptance ........................................................................ 7
2. Proposals ................................................................................................. 7
2.1 Request for Proposals Required Document Format .......................... 7
2.2 RFP Documents ................................................................................ 9
3. Proposal Evaluation ................................................................................ 9
3.1 Proposal Evaluation Criteria (Stage 1)............................................... 9
3.2 Interview/Demonstration (Stage 2) .................................................. 10
3.3 Final Selection ................................................................................. 11
3.4 Notice to Proposers Regarding RFP Terms & Conditions ............... 11
3.5 Contract Term…………………………………………………………….11
4. Scope of Services .................................................................................. 11
Appendix I – Proposal Cost Form ................................................................... 14
Appendix II – Proposer Questionnaire ........................................................... 15
Appendix III – Reference Questionnaire (Instructions) ................................. 16
Appendix III – Reference Questionnaire Form ............................................... 17
Appendix IV – Sample Contract ...................................................................... 19
1 INTRODUCTION
1.1 Purpose
The City of Raleigh (COR, the City) is solicitating proposals from one or more firm(s)
with which to contract for the following services: Arbitrage Rebate Compliance Services.
Services include preparing computations to determine the excess earnings (rebate)
using methodologies described in IRS Treasury Regulations under Section 148 of the
Internal Revenue Code and providing a deliverable report that will be divided into
sections containing summary and detailed information related to the rebate computation.
COR will provide relevant information needed as support for the preparation of these
computations.
A detailed scope of services is provided in Section 4 of this document.
All information related to this solicitation, including any addenda, will be posted to the
North Carolina electronic Vendor Portal (eVP) at https://evp.nc.gov/.
All questions related to this solicitation must be submitted in writing (via email) to the
following individual – questions submitted via telephone will not be answered:
Contact Name
Email Address
Shelle Boudreau
Shelle.Boudreau@raleighnc.gov
1.2 Background
The City of Raleigh, the Capital City of North Carolina, remains one of the fastest growing
areas in the country. A great economy, top educational institutions, and exceptional health
care facilities are some of the characteristics that attract people to the triangle area. The
mild climate, diverse work force and proximity to Research Triangle Park combine to make
Raleigh a great place to live.
Raleigh is a 21st Century City of Innovation focusing on environmental, cultural, and
economic sustainability. The City conserves and protects our environmental resources
through best practice and cutting-edge conservation and stewardship, land use,
infrastructure and building technologies. The City welcomes growth and diversity through
policies and programs that will protect and enhance Raleigh’s existing neighborhoods,
natural amenities, history, and cultural and human resources for future generations. The
City leads to improve quality of life for neighborhoods and standard of living for all citizens.
The City works with universities, colleges, citizens, and local partners to promote new
technology, create new job opportunities, and encourage local businesses and
entrepreneurs. The City enlists and prepares 21st Century staff with the skill sets to carry
out the duties of the City through transparent civic engagement and by providing the very
best customer service to our citizens.
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This procurement aims to identify qualified professionals for the services described herein
that are integral to the City's debt management process. The City has a sizeable debt
portfolio and uses debt financing to support many capital improvement projects approved
through the annual budget process. The City seeks a qualified firm who can provide
arbitrage & yield reduction calculations in connection with various tax-exempt bond issues
to ensure ongoing compliance with Section 148 of the Internal Revenue Code and related
Treasury Regulations (“Treasury Regulations”).
1.3 Request for Proposal (RFP) Timeline
Provided below is a list of the anticipated schedule of events related to this solicitation.
The City of Raleigh reserves the right to modify and/or adjust the following schedule to
meet the needs of the service. All times shown are Eastern Time (ET):
RFP Process
Date and Time
RFP Date
April 1, 2026
Pre-Proposal Meeting/Site-Visit
(if required)
N/A
Deadline for Written Questions
April 8, 2026
City Response to Questions
(anticipated)
April 15, 2026
Proposal Due Date and Time
Evaluation Meeting
(anticipated)
Interviews/Demonstrations
(if required)
Selection Announced
(tentative)
April 22, 2026 by 4pm
May 4, 2026
N/A
May 11, 2026
1.4 Pre-Proposal Conference
If the City of Raleigh elects to conduct a Pre-Proposal Conference or Site Visit, attendance
by prospective proposers is strongly encouraged but is not mandatory. Prospective
Proposers are encouraged to submit written questions in advance. Date, time, and
location of pre-proposal conference is shown above in the RFP Timeline (Section 1.3).
1.5 Proposal Questions
Requests for clarification and questions to this RFP must be received by the City not later
than the date shown above in the RFP Timeline (Section 1.3) for the submittal of written
inquires. The firm’s failure to request clarification and submit questions by the date in the
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RFP Timeline above shall be considered to constitute the firm’s acceptance of all City’s
terms and conditions and requirements.
The City shall issue addenda reflecting questions and answers to this RFP, if any, and
shall be posted to North Carolina electronic Vendor Portal (eVP). No information,
instruction or advice provided orally or informally by any City personnel, whether made in
response to a question or otherwise in connection with this RFP, shall be considered
authoritative or binding. Proposers can only rely on written material contained in an
Addendum to this RFP.
It is important that all Proposers submitting to this RFP periodically check eVP for
any Addenda. It is the Proposers responsibility to ensure that all addenda have
been reviewed and, if required signed and returned.
All questions related to this solicitation must be submitted in writing (via email) to the
following individual – questions submitted via telephone will not be answered:
Contact Name
Email Address
Shelle Boudreau
Shelle.Boudreau@raleighnc.gov
1.6 Proposal Submission Requirements and Contact Information
Proposals must follow the format as defined in Section 2 (PROPOSALS), and be
addressed and submitted as follows:
DELIVERED BY US POSTAL SERVICE
MAIL:
City of Raleigh
ATTN: Shelle Boudreau
PO Box 590, Suite 114
Raleigh, NC 27602-0590
RFP No. 274-F-TR2026-1
DELIVERED BY OTHER DEIVERY
SERVICES:
City of Raleigh
ATTN: Shelle Boudreau
222 West Hargett St., Suite 114
Raleigh, NC 27601-1316
RFP No. 274-F-TR2026-1
Proposals must be enclosed in an envelope or package and clearly marked with the name
of the submitting company, the RFP number and the RFP Title.
Proposers must submit:
A. one (1) signed original;
B. one (1) electronic version of the signed proposal and;
C. and three (3) copies of the signed proposal.
The electronic version of the Proposal must be submitted as a viewable and printable
Adobe Portable Document File (PDF) on a USB Flash Drive. Both hard copy and
electronic versions must be received by the City on or before the RFP due date and time
provided in RFP Timeline (Section 1.3). Proposals received after the RFP due date and
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This page summarizes the opportunity, including an overview and a preview of the attached documents.
* Disclaimer: This website provides information about bids, requests for proposals (RFPs), or requests for qualifications (RFQs) for convenience only and does not serve as an official public notice. Individuals who wish to respond to or inquire about bids, RFPs, or RFQs should contact the relevant government department directly.
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