City of Salem Arbitrage Consultant Services RFP No. 267016 - 2026
City of SalemCity · Salem, OR- Due
- Apr 24, 2026
- Deadline passed
- Posted
- Mar 31, 2026
- Contract term
- 1 year
- Primary contact
- Shawna Self
- (503) 588-6445
The 30-second brief
The City of Salem Finance Department is seeking proposals for arbitrage consultant services to ensure compliance with Section 148 of the Internal Revenue Code of 1986 and applicable Treasury Regulations. Services include determining rebatable arbitrage and yield reduction liability for bond issues, computing yields on variable and fixed rate issues, reviewing outstanding debt issues, preparing IRS Form 8038-T, providing written reports, and monitoring calculation deadlines. Proposals are due by April 24, 2026, at 4:00 PM local time via Equity Hub's Bid Locker. The contract term is one year starting July 1, 2026, with four optional one-year renewal periods.
Organization (10), Support of City Staff (10), Qualifications (35), Fee Proposal (30), References (15), Cover Letter (Pass/Fail)
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Summary
The City of Salem Finance Department is seeking proposals for arbitrage consultant services to ensure compliance with Section 148 of the Internal Revenue Code of 1986 and applicable Treasury Regulations.
Services include determining rebatable arbitrage and yield reduction liability for bond issues, computing yields on variable and fixed rate issues, reviewing outstanding debt issues, preparing IRS Form 8038-T, providing written reports, and monitoring calculation deadlines. Proposals are due by April 24, 2026, at 4:00 PM local time via Equity Hub's Bid Locker. The contract term is one year starting July 1, 2026, with four optional one-year renewal periods.
EVALUATION CRITERIA
- Submit to
- https://bidlocker.us/a/salem_or/BidLocker
- Duration
- 12 months
- Scope location
- Salem, OR
Questions about this RFP
How do I respond to this RFP from City of Salem?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is April 24, 2026. Submissions should be delivered to: https://bidlocker.us/a/salem_or/BidLocker. For questions, contact Shawna Self.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Salem in OR, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Shawna Self at (503) 588-6445. Questions and answers are typically shared with all prospective bidders.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Organization (10), Support of City Staff (10), Qualifications (35), Fee Proposal (30), References (15), Cover Letter (Pass/Fail)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Salem?
All active and historical solicitations from City of Salem are tracked and searchable. As a city agency, City of Salem regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. Review the full document from City of Salem for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Salem, OR. Review the full solicitation for detailed scope requirements.