California Debt Limit Allocation Committee

On-Line Application Frequently Asked Questions

Passwords

Granting Access

Adding Firms

Uploading Attachments

Saving Information

Application Submittal

Printing an on-line application

Copying an on-line application

Application assistance resources

What are the rules for creating a password?

Applicant & User passwords:

  • are case sensitive;
  • must be a minimum of 7 characters in length; and
  • must have at least 1 non-alphanumeric character. (e.g. ()[]!?,.-=+*%)

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To whom may an Applicant grant Access?

Currently, access can only be granted to the Project Sponsor or Developer.

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How does an Applicant grant access to a Project Sponsor/Developer to complete application?

Do the following:

  • Applicant creates Project Sponsor/Developer User Account;
  • Applicant completes email -> System sends email (with link to retrieve password) to Project Sponsor/Developer user with Username & Registration Code;
  • System retrieves password after identifying Web User Account and sends password via email to Sponsor/Developer.

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May access to an application be granted to multiple users?

Yes, an Applicant may assign as many developer or project sponsor users as desired to an application.

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May an Applicant grant access to an application to third-parties who are not developers or sponsors (e.g.: bond counsel, market study analysts, consultants, etc.)?

The system currently lacks the capability to specifically assign access to third-parties who are not developers or sponsors. However, an Applicant may grant access to such third-parties via the developer/sponsor access function. Please note: An Applicant should not share its ID and password with parties outside of its organization. Doing so would allow the user to view all applications in the Applicant’s queue.

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How do you add a firm not listed in the drop-down boxes?

Do the following:
EXAMPLE: Adding a new Bond Counsel Firm

  • “Application Details” -> Online Forms -> Part I
  • Click drop down box for the Bond Counsel Firm -> select “***NEW Bond Counsel Firm***”
  • Complete all other firm information for all other team members
  • Click “Save”
  • Click on “Bond Counsel Firm” link
  • Complete all information
  • Click “Save”
  • Message will appear in red at the bottom saying “Bond Counsel Firm Information: Updated Successfully”
  • Click “Next”
  • The name of the new bond counsel firm should now appear under the Financing Team Information
  • Click “Save”
  • Click check box asking “Check if Part I is Complete”.  If information is required, it will appear in red and will have to be completed.

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How do you upload attachments?

Do the following:

  • IMPORTANT: All Attachments should be submitted in PDF format only.
  • Click on the attachment icon icon next to the specific Attachment (i.e. “Attachment D”), an instruction box will appear with a “Browse” button
  • Click on the “Browse” button
  • Choose the Attachment from your browser, name the attachment (i.e. D, D-1; D-2, etc., whichever is applicable).
  • Click the “Upload File” button, then
  • Click the “Add Attachment” button, then
  • Click the “Save” button.  (VERY IMPORTANT STEP)

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What is the difference between the save button and the "click if complete" check box?

“Click if complete” should be clicked after you have completed a section. After clicking, the system will inform you if you missed any mandatory fields. The “Save” button simply saves any information you have input.

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Is submittal of a hard-copy Application signature page with wet signatures required?

No. Signature pages are uploaded attachments.

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How are the filing fees to be submitted to CDLAC?

The fees must be mailed to CDLAC. The initial $1,200 filing fee must be submitted to CDLAC by the application deadline. The filing fee and final fee are the only hard-copy documents that will be submitted to CDLAC. CDLAC does not have the ability to accept electronic fee payments.

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Is it possible to print a copy of an on-line application prior to submittal?

Yes

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How do you print a copy of an on-line application prior to submittal?

Do the following:

  • Click on "All Applications"
  • Select the application that you want to request from your application queue
  • You will see a "Request Application" box
  • Click on the "Select Email Address" drop-down
  • Select "Enter Another Email Address"
  • Type in your email address
  • Click "Request Application" button
  • A note will appear stating "A copy of the application has been sent to the email address you specified."
  • The copy of the application sent to you via email may be printed

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How do you copy data from an existing application to a new application?

Do the following:

  • IMPORTANT NOTE: You cannot copy an application that is in "OPEN" status. You can only copy applications in a status of "SUBMITTED" or "ACCEPTED". Attachments will not copy over to the New Application. Application attachments must be uploaded again using the normal Attachment Upload process.
  • Click on "All Applications"
  • Select the application that you want to copy from your application queue
  • Click on "Copy Application" button
  • A new application will be generated that includes data from the former application.

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Is CDLAC’s September 24, 2014 on-line application webinar available for viewing?

No. Unfortunately, the State Treasurer's Office does not have the capacity to store the Webinar on the CDLAC website and CDLAC is also unable to e-mail the Webinar due to size constraints. CDLAC is working with the Information Technology Department to determine if we will be able to save the webinar on a CD or some other storage device for sharing and/or distribution. A copy of the August 2014 on-line application PowerPoint presentation is available on the CDLAC website. Additionally, questions and technical issues may be directed to CDLAC staff via e-mail or by calling CDLAC’s main telephone line: 916-653-3255

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