RFQ 2019-18 - Arbitrage Rebate Analyst Services (Posted 11.5.2019 at 9.20 a.m.).pdf

The document provides guidelines for an Arbitrage Rebate Analyst offering services to Florida Housing. It includes details on compliance regulations, tax form preparation, post-issuance tax compliance concerns, bond issue verification, debt yield calculations, excess earnings computations, and legal opinions on U.S. Treasury liability. The Analyst must assist in IRS inquiries, identify accounts for proceeds, retain documentation, and provide advice as requested. Certification requirements, public records laws compliance, conflict of interest provisions, and the need for written consent for certain activities are also covered. Information required in the response includes cover letter contents, general information, experience, qualifications of personnel, legal issues, technical approach, fees, and drug-free workplace policies.