Publications and Forms

Publications

Building a Stronger California

• Building a Stronger California: 2012 Edition
• Building a Stronger California: 2011 Edition
• Building a Stronger California 2009
• Building a Stronger California 2007 and 2008
• Building a Stronger California 2006  PDF   HTML

Debt Affordability Reports

• 2011 Debt Affordability Report
  October 2011
• 2010 Debt Affordability Report
  October 2010
• 2009 Debt Affordability Report
  October 2009
• 2008 Debt Affordability Report
  October 2008
• 2007 Debt Affordability Report
  October 2007
• 2006 Debt Affordability Report
  October 2006
• 2005 Debt Affordability Report
  October 2005
• 2004 Debt Affordability Report
  October 2004
• 2003 Debt Affordability Report
  November 2003
• 2002 Debt Affordability Report
  October 2002
• 2001 Debt Affordability Report
  October 2001
• 2000 Debt Affordability Report
  October 2000
• 1999 Debt Affordability Report
  June 1999
  • Supplement to 1999 Debt Affordability Report
    October 1999
• 1998 Debt Affordability Report
  June 1998
• 1997 Debt Affordability Report
  June 1997
• Bill Establishing the Debt Affordability Report
  September 1996

Financial Data Reports

• FY 2000-01 and FY 2001-02
• FY 2002-03 and FY 2003-04
• FY 2004-05 and FY 2005-06
• FY 2006-07 and FY 2007-08
• FY 2008-09 and FY 2009-10

Other Reports

• Expanding Opportunity
• An Investment Strategy for Economic Recovery
  January 2002
• Analyses of Grant Anticipation Revenue Vehicles (GARVEE) Bonding Capacity 2011

Forms

Investment Protection Standards

• Certification Form

Public Finance

Pooled Money Investment Account (PMIA) Loan Application

• Microsoft Word Document

Requests for Qualifications (RFQs) for the Bond Counsel and Underwriter Pools are accepted on an on-going basis. If you have any further questions regarding an RFQ, please contact Deanne Brown at (916) 654-6169.

• Request For Bond Counsel Statement of Qualifications
  • Adobe PDF document
  • Microsoft Word document
• Request For Financial Advisor Statement of Qualifications
  • Adobe PDF document
  • Microsoft Word document
• Request for Underwriter Statement of Qualifications
  • Adobe PDF document
  • Microsoft Word document

Securities Management

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.

• Request to Deposit, Withdraw, or Substitute Collateral (Form STO-TD-011B)
• Request to Deposit, Withdraw, or Substitute Collateral - Attachment for SBA Only
• Request to Deposit, Withdraw, or Substitute Collateral - Mortgages Only (Form STO-TD-011C)
• Monthly Report of Mortgages Pledges as Collateral (Form STO-TD-203)
• Agreement for Safekeeping (Depositary is the Federal Reserve Bank)
• Agreement for Safekeeping (All Other Depositary Banks)
• Contact Information Sheet