Forms
Public Finance Division
Pooled Money Investment Account (PMIA) Loan Application
Requests for Statements of Qualifications
Underwriter Request for Qualifications
The 2023-2025 pool expires on March 31, 2025, ALL members must reapply to the 2025-2027 Underwriter Pool if interested in providing underwriting services to the State of California, the State Public Works Board, joint powers authorities in which the State or an agency of the State is a member, various State agencies, special purpose trusts, and for various State conduit financing authorities between April 1, 2025 and March 31, 2027.
The State Treasurer’s Office (STO) is requesting that firms interested in providing municipal bond underwriting services to the State of California (State) submit a statement of qualifications (SOQ) to this office. The SOQ should respond to the request for qualifications (RFQ) below. SOQs are due 12:00 pm California time, on Monday, January 27, 2025. Please direct any questions regarding the RFQ to Geoff Palmertree at Geoff.Palmertree@treasurer.ca.gov.
Responses to Requests for Statements of Qualifications (RFQs) are accepted on an ongoing basis. Please direct questions regarding the RFQs to InvestorRelations@treasurer.ca.gov
Bond Counsel
Municipal Advisor
Underwriter
Local Agency Investment Fund
- Address Change
- Authorization Change
- Bank Account Change
- New Account
- Sample Resolution
- Transaction Checklist