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Arbitrage Rebate And Continuing Disclosure Review Services
The City of Ontario is seeking qualified firms to provide arbitrage rebate compliance and continuing disclosure review services for its outstanding and future tax-exempt bond issuances. The selected consultant will support the City in ensuring compliance with federal tax regulations, including calculating arbitrage rebate liabilities, maintaining compliance schedules, reviewing bond-related documentation, and preparing required Internal Revenue Service filings. Additionally, the consultant will assist in meeting continuing disclosure obligations under federal securities regulations by reviewing disclosure agreements, verifying the accuracy and timeliness of filings, and preparing compliance reports. The services encompass both technical financial analysis and regulatory compliance support to help the City manage multiple bond programs, including lease revenue bonds, water revenue bonds, and community facilities district bonds. The overall goal is to ensure adherence to applicable laws while maintaining transparency and financial accountability.
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# of RFPs: 19
# of RFPs: 19
# of RFPs: 19

