1. Consult with County staff on matters regarding bond data processes and documentation; 2. Assist County staff on matters regarding measurement of spending exceptions on bond issues identified by the County; 3. Calculate or verify the bond yield; 4. Identify, and separately account for, all gross proceeds of the bond issue, including those requiring allocation analyses due to “transferred proceeds” and / or “commingled funds” circumstances. 5. Deliver appropriate documentation required to support rebate calculations. 6. Provide an executive summary identifying the methodology employed, major assumptions and conclusions relating to bond proceeds. 7. Provide any recommendations for changes in the County’s record keeping relating to the bond proceeds. 8. Assist County staff as necessary in the event of an IRS inquiry. 9. Consult with the County’s staff as necessary regarding arbitrage-related matters.