Okaloosa County Arbitrage Consulting Services ITQ COC 60-26
Okaloosa CountyCounty · Okaloosa County, FL- Due
- Jul 15, 2026
- Deadline passed
- Posted
- Jun 15, 2026
- Contract term
- 1 year
- Primary contact
- Erin Poole
- (850) 689-5960
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THE 30-SECOND BRIEF
Okaloosa County is soliciting professional services for arbitrage consulting and rebate calculations under ITQ COC 60-26. The selected arbitrageur will perform annual arbitrage earnings calculations and rebate determinations in accordance with Section 148(f) of the Internal Revenue Code for various bond series. Scope includes preparing IRS Form 8038-T, providing legal opinions on tax liability, verifying rebate exceptions, and assisting with IRS audits or inquiries. The contract term is for one year with up to four annual renewal options. Submissions are due by July 15, 2026, to the County's office in Crestview, FL. Respondents must provide a technical approach, sample reports, and a comprehensive fee schedule including per-issue costs and five-year reporting estimates.
Arbitrage earnings calculation, Rebate analysis report, Tax form 8038-T, Legal opinion, Annual opinion letters
Technical approach, respondent experience, fee schedule, sample calculations
SUMMARY
Okaloosa County is soliciting professional services for arbitrage consulting and rebate calculations under ITQ COC 60-26.
The selected arbitrageur will perform annual arbitrage earnings calculations and rebate determinations in accordance with Section 148(f) of the Internal Revenue Code for various bond series. Scope includes preparing IRS Form 8038-T, providing legal opinions on tax liability, verifying rebate exceptions, and assisting with IRS audits or inquiries. The contract term is for one year with up to four annual renewal options. Submissions are due by July 15, 2026, to the County's office in Crestview, FL. Respondents must provide a technical approach, sample reports, and a comprehensive fee schedule including per-issue costs and five-year reporting estimates.
EVALUATION CRITERIA
4- Technical approach
- Respondent experience
- Fee schedule
- Sample calculations
REQUIRED DELIVERABLES
5- Arbitrage earnings calculation
- Rebate analysis report
- Tax form 8038-T
- Legal opinion
- Annual opinion letters
REQUIRED ATTACHMENTS
Sample reports, fee schedule
- Submit to
- 5749A Old Bethel Road, Crestview, FL, 32531
- Scope location
- Crestview, FL
Questions about this RFP
How do I respond to this ITB from Okaloosa County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 15, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: 5749A Old Bethel Road, Crestview, FL, 32531. For questions, contact Erin Poole.
Can small businesses or minority-owned firms bid on this ITB?
Most government agencies, including Okaloosa County in FL, 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 ITB 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 Erin Poole at (850) 689-5960. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Arbitrage earnings calculation, Rebate analysis report, Tax form 8038-T, Legal opinion, Annual opinion letters. Proposals should clearly address how each deliverable will be met.
Can I search ITBs like this in ChatGPT or Claude?
Yes. Civic IQ has an MCP server that connects ChatGPT, Claude and other AI assistants to live Civic IQ data: open RFPs, pre-RFP signals from public meetings, awarded contracts and agency decision-makers across 100,000+ US public agencies. Add https://beta.mcp.civiciq.com/mcp as a connector (in ChatGPT under Settings > Apps & Connectors, in Claude under Settings > Connectors) and sign in with a free Civic IQ account at civiciq.com/mcp.
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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: "Technical approach, respondent experience, fee schedule, sample calculations" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from Okaloosa County?
All active and historical solicitations from Okaloosa County are tracked and searchable. As a county agency, Okaloosa County 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 ITB?
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. This solicitation specifically requires the following attachments: Sample reports, fee schedule. Review the full document from Okaloosa County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Crestview, FL. Review the full solicitation for detailed scope requirements.