2027 Arbitrage Rebate Compliance Consulting Services

The Township of Hamilton is seeking qualified firms or individuals to provide arbitrage rebate compliance consulting services for a 12-month 2027 contract covering approximately 14 municipal bond issues.

Hamilton Township


General
Open
2026-66
Oct 22, 2026 02:00 PM
Sep 08, 2026 12:00 PM
1 year
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Contact
2090 Greenwood Avenue, Trenton, NJ, USA
Submission Instructions
Online
Description

The Township of Hamilton is soliciting qualifications and proposals from firms or individuals to provide arbitrage rebate compliance consulting services during the January 1, 2027, through December 31, 2027, contract term. The scope involves arbitrage calculations for approximately eight General Improvement bond issues and six Sewer Improvement bond issues. The Township identifies AMTEC as the current rebate consultant. Responses must address the respondent’s qualifications, firm history, key personnel, technical competence, relevant municipal experience, servicing-office location, availability, proposed schedule, compensation and fee structure, conflicts of interest, disciplinary history, and similar past engagements. Required submission materials include the proposal sheet, proposal response, ownership disclosure, addenda acknowledgment, insurance acknowledgment, non-collusion affidavit, New Jersey Business Registration Certificate, affirmative action compliance notice, Iran disclosure, Russia-Belarus certification, references, and W-9.

Classification Codes
NAICS541618Other Management Consulting Services
PSCR703Accounting Services (NOTE: New code created for Financial Services See R710 below)
Smart Codes
arbitrage rebate compliancemunicipal financial consultingbond compliance consulting
Specifications
Service Only
Timeline
Sep 08, 2026 12:00 PM-Issue Date
Oct 16, 2026 04:00 PM-Questions Deadline
Oct 22, 2026 02:00 PM-Response Deadline and Public Opening (optional)
Jan 1, 2027-Contract Start
Dec 31, 2027-Contract End
Requirements
Required
  • Workers Compensation
  • General Liability — $1,000,000.00
  • Automotive Liability — $1,000,000.00
  • Professional Liability/Error & Omissions
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
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