Forms

Investment Protection Standards

Public Finance Division

Request for Proposal

Pooled Money Investment Account (PMIA) Loan Application

Request for Statement of Qualifications

Bond Counsel and Financial Advisor, and Underwriter Pool

Bond Counsel and Financial Advisor RFQs are accepted on an on-going basis. If you have any further questions regarding an RFQ, please contact Christina Sarron.

Centralized Treasury and Securities Management Division

Note: These forms are only to be used by pre-approved program participants. If you would like more information on becoming an approved participant, please contact the Investment Division at (916) 653-3147.

Local Agency Investment Fund