Budget_email.pdf
PDF 317 KB Posted
- Solicitation number
- 26-47
- Issued by
- Bay County, Florida
About this file
This budget email from the Bay County Budget Division documents the renewal process for Contract 22-66, an Arbitrage Rebate and Opinion Service contract with Arbitrage Compliance Specialists, Inc., which is expiring on September 30, 2026, with no remaining renewal periods available. The County is soliciting proposals for a new arbitrage rebate calculation and opinion service contract (26-47) to ensure continuity of services for tax-exempt debt subject to the Tax Reform Act of 1986 and related IRS regulations. The scope of services includes computing yields on the County's debt, calculating rebate amounts, yield reduction payments, and spend-down penalty payments, as well as providing legal opinions on such computations. Proposals are due July 23, 2026, with a 90-day turnaround time anticipated for contract award to allow the new contract to be in place before the current contract expires. The Bay County Board of County Commissioners will serve as the decision-making body for contract award.
The email indicates that the Budget Office and Risk Management have already approved the request for solicitation, and the updated scope of services has been revised from the previous contract with modifications to outstanding debt issues documented on pages 1 and 6 of the specification document. The incumbent contractor, Arbitrage Compliance Specialists, Inc., held the previous contract (22-66) under the same service category. Proposers must be qualified to perform arbitrage analysis and rebate calculations under federal tax law and to render legal opinions on their work product, indicating specialized expertise requirements for this procurement.
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Karen Grindle
From: Suzie Kogot
Sent: Thursday, June 4, 2026 11:50 AM
To: Shelly Taunton; Karen Grindle; Scott Nabers; Ken Longstreet
Subject: RE: Upcoming Contract Milestone: "End Date" for contract "22-66: 22-66 Arbitrage
Rebate & Opinion Service" with Arbitrage Compliance Specialists, Inc.
Attachments: 26-XX Arbitrage Rebate & Opinion Service.docx; 26-XX Arbitrage Rebate & Opinion
Service.pdf
Good morning!
Here is our request form and an updated scope of services. The scoring need not change, but the list of outstanding debt issues on page 1 and page 6 have been updated.
I have already had Risk as well as the Budget Office sign off on the request for solicitation. 😊
Thank you, Suzie
Suzie Kogot Budget Manager Budget Division 840 West 11th Street Panama City, FL 32401 Phone: 850-248-8245 Email: skogot@baycountyfl.gov
From: Shelly Taunton <staunton@baycountyfl.gov> Sent: Tuesday, March 31, 2026 10:08 AM To: Suzie Kogot <skogot@baycountyfl.gov>; Maranda Griffin <mgriffin@baycountyfl.gov> Cc: Karen Grindle <kgrindle@baycountyfl.gov>; Scott Nabers <snabers@baycountyfl.gov>; Ken Longstreet <klongstreet@baycountyfl.gov> Subject: FW: Upcoming Contract Milestone: "End Date" for contract "22-66: 22-66 Arbitrage Rebate & Opinion Service" with Arbitrage Compliance Specialists, Inc.
Good morning, Contract # 22-66 Arbitrage Rebate & Opinion Service will be expiring in 6 months and does not have any renewal periods left. We still have some time but our bids are generally a 90 day turnaround time to have a new contract in place. When you would like to put it out for bid, please send a Request for Solicitation form. I have attached the introduction, scope of services, and the scoring breakdown from the #22-66 bid documents for your review in case you want to make any changes.
Let us know if you have any questions.
Thank you, Shelly
Shelly Taunton Purchasing Administrator Purchasing Department 840 West 11th Street Panama City, FL 32401 Phone: 850-248-8278 Email: staunton@baycountyfl.gov
From: OpenGov Procurement Notifications <procurement-notifications@opengov.com> Sent: Sunday, March 29, 2026 5:08 AM To: Purchasing Department <PurchasingDepartment@baycountyfl.gov> Subject: Upcoming Contract Milestone: "End Date" for contract "22-66: 22-66 Arbitrage Rebate & Opinion Service" with Arbitrage Compliance Specialists, Inc.
Hi Purchasing, The contract 22-66: 22-66 Arbitrage Rebate & Opinion Service is ending in 6 months on September 30th 2026. There are 0 remaining renewals available for the contract.
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Questions? We're happy to help! Please do NOT respond to this email and instead reach us at procurement-support@opengov.com.
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