ARBITRAGE REBATE SERVICES

CONTRACT #05-080

CONTRACT SCOPE:

The purpose of this award is to secure the services of a qualified firm to provide arbitrage rebate services for current and future bond issues within the District.  In accordance with Department of Treasury regulations, public entities are not allowed to earn interest on bond proceeds beyond the published bond yield.  The difference, if realized, must be related to the IRS.  The recommended firm will be responsible for ensuring the District stays in compliance with these complex arbitrage regulations. 

 

CONTRACT TERMS:

August 4, 2009 through August 3, 2010

 

AWARDED FIRM:

Bondlogistix, Inc.

2711 N. Haskell Ave.

LB#35 Suite 2600 SW

Dallas, TX 75204

Phone:  (214) 989-2701

Fax:  (214) 989-2712

Contact:  Sandra Stallings

 

CONTRACT FEES:

            $1,500 per issue per bond

 

Purchasing Contact: Ken Carter 602/449-2071

Mail to:  kecarter@pvschools.net