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Tax Arbitrage Rebate, Loan Yield and Universal Cap Analysis Services
Connecticut Higher Education Supplemental Loan Authority
The buyer is seeking proposals from qualified firms to provide tax arbitrage rebate, loan yield and universal cap analysis services for a period of up to three years. The services include monitoring IRS compliance, calculating rebate liability, performing annual loan yield calculations, and conducting universal cap analysis for the buyer's bond issues. The selected firm will be required to provide comprehensive reports and consult on tax arbitrage matters.
- 1/21/2025 - Questions Due
- 1/27/2025 - Response to Questions Posted
- 2/11/2025 - Proposal Due Date
- 2/24/2025 - Interviews (if necessary)
- 3/11/2025 - Board Action on Selection
- Monitor and demonstrate compliance with IRS regulations
- Calculate tax arbitrage yield and rebate liability
- Perform loan yield calculations annually
- Conduct universal cap analysis annually
- Prepare and provide completed Form 8038T for filing
- Assist with IRS inquiries as needed
- Consult on tax arbitrage matters and compliance strategies
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