city-of-marshalltown-arbitrage-rebate-report-september-2025_821.pdf
City Retains Berens-Tate for Bond Arbitrage Rebate Reporting
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Description
The City of Marshalltown engaged Berens-Tate Consulting Group to complete required arbitrage rebate computations and yield reduction calculations for its 2020A General Obligation Bond issue, covering the period from September 28, 2020 to August 31, 2025. The engagement ensures compliance with IRS tax-exempt bond rules.
Contract Details
Vendor
BERENS-TATE CONSULTING GROUP
Agency
City of Marshalltown, IA
Contract Type
PROFESSIONAL_SERVICES
Document Date
September 1, 2025
Contract Term
September 28, 2020 – August 31, 2025
Renewal Date
2025-08-31
Renewal Info
No further computations are necessary if bond fund management remains as described in the closing documents. Engagement covers a specific computation period; future periods would require a new engagement.
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