California Debt Issuance Primer, California Debt and Investment
Jul 1, 1997 ... CDIAC staff and the CDIAC Debt Technical Advisory Committee were responsible for the revisions to the ... California Debt and Investment Advisory Commission . .... Rebate Compliance Consultant. ..... Arbitrage Bonds.
[ primer.pdf - Read/Download File
California Debt Issuance PrImer - State Treasurer's Office
MCalifornia Debt and Investment Advisory Commission ... a supplement to the California debt issuanCe primer ...... A detailed discussion of federal arbitrage.
[ handbook.pdf - Read/Download File
Employing a Debt Management Policy: Practices Among California
The California Debt and Investment Advisory Commission (CDIAC) provides .... compliance of cities, counties, and school districts ... Arbitrage Requirements.
[ policy.pdf - Read/Download File
FINANCING - State Treasurer's Office - California
Apr 25, 2014 ... The California Debt and Investment Advisory Commission (CDIAC) provides ...... and the Need to “Rebate” Some Arbitrage Earnings to the IRS.
[ presentation.pdf - Read/Download File
Debt Management Policy - Office of the State Treasurer
Managing and monitoring arbitrage compliance and computing federal rebate ..... ADVISORY COMMISSION, BOND MANUAL, California Debt and Investment ...
[ Debt Management Practices - January 2012.pdf - Read/Download File
Employing a Debt Management Policy Practices at California Local
Aug 2, 2014 ... By the California Debt and Investment Advisory Commission .... Exhibit 1: Compliance with GFOA Best Practice Guidelines. By Type of Issuer.
[ GFRAug1454.pdf - Read/Download File
Alameda County Debt Management Policy
Dec 16, 2014 ... limited to maintenance of records, arbitrage rebate compliance, ... California Debt and Investment Advisory Commission (CDIAC): A State ...
[ DebtManagementPolicy2014.pdf - Read/Download File
Recommendation to Adopt City Debt Policy - City of Palo Alto
Aug 18, 2015 ... detailed document that is similar to the City's Investment Policy will be .... As outlined by the California Debt and Investment Advisory Commission (CDIAC), ..... In addition to financial disclosure and arbitrage compliance, once ...
[ 48371 - Read/Download File
BLX Firm Overview - BLX Group
in their pre-debt issuance needs with its financial advisory and bond pricing services as well ... including investment of bond proceeds, arbitrage rebate, continuing ..... and Chief Executive Officer of BLX and chairs BLX's management committee. In ... Mr. Chu is a graduate of the University of California, Los Angeles where he ...
[ BLX-FirmOverview-2014.pdf - Read/Download File
Municipal Advisor Representative Qualification - Sec
Maintain records for compliance with SEC and MSRB rules .... Arbitrage: Transferred proceeds; yield restriction; rebate; tax rules for investment ... California Debt and Investment Advisory Commission., California Debt Issuance Primer.
[ 34-74858-ex3a.pdf - Read/Download File
Debt Issuance Manual - League of Oregon Cities
advisory firm Bond Logistix LLC for her review of the Eligible Investments and Bond ... Special recognition and acknowledgment goes to the California Debt and Investment Advisory. Commission for the use of the General Federal Tax Requirements chapter in this publication. ..... Arbitrage Bonds . ... Rebate Requirement.
[ Debt_Issuance_Manual_2011.pdf - Read/Download File
Debt Management Policy - City of San Jose
City of San José, California. COUNCIL POLICY ... reviewed by the assigned City Council Committee and forwarded to the City Council with ... particularly investment of bond proceeds, monitoring compliance with bond covenants, ... with tax-exempt debt, continuing disclosure, monitoring arbitrage compliance for tax-.
[ 3844 - Read/Download File
Arbitrage Compliance Specialists, Inc.'s Proposal - Virginia
Feb 24, 2015 ... Dear Mr. Moore and Members of the Selection Committee: ... issue is supported by the most qualified arbitrage rebate accounting .... clients maintain active tax- exempt debt portfolios ranging from 1 to .... bond documents, investment data and past arbitrage rebate calculations. .... Advisor to U.S. Congress.
[ ACS Response-02 2015_REDACTED.pdf - Read/Download File
Debt Policy of the City of Richmond
City Council and the Chair of the Finance Committee of the City Council. Mission of ..... All investments of bond proceeds shall adhere to the City's Investment Policy, ... financial advisor(s) on debt financing when deemed prudent by the Finance ... B. Arbitrage Rebate Compliance The City shall calculate arbitrage annually.
[ DocumentView.aspx?DID=6962 - Read/Download File
April 15 - 17, 2015 Irvine ca
Apr 15, 2015 ... -Peter Becker, Institutional Investments, Time Value Investments. -Aaron Bonck ..... arbitrage rebate, municipal continuing disclosure and much more. ... of the CDIAC Debt Technical Advisory Committee and a former member ...
[ 2015CMTAConferenceProgram-we.pdf - Read/Download File
What is a Mello-Roos Community Facilities District? - Fiscal Services
California Civil Code Section 1102.6 requires a seller of real property with a CFD to provide a ... Annual Continuing Disclosure, Arbitrage Calculation Compliance, California. Debt and Investment Advisory Commission Filing; Compliance with ...
[ What-is-a-Mello-Roos-Community-Facilities-District.pdf - Read/Download File
FINANCE 101 - California's Coalition for Adequate School Housing
Feb 25, 2014 ... The purchase of debt directly by a bank as a bank investment. 7 ..... Source: California Debt and Investment Advisory Commission (CDIAC) ... tax rate analysis, rating agency credit presentations, arbitrage rebate requirements, ...
[ 34_Finance101.pdf - Read/Download File
Debt Management Policy - Los Angeles Unified School District
Apr 14, 2015 ... Federal Arbitrage Rebate Requirement. .... respect to monitoring its outstanding debt issues for compliance with all Internal Revenue ... The laws of the State of California authorize the issuance of debt by the District, and confer upon ..... A duly registered investment advisor or the County of Los Angeles ...
[ DEBT MANAGEMENT POLICY 2015.pdf - Read/Download File
official notice of sale - The Bond Buyer
Jun 30, 2016 ... California) 2016 General Obligation Refunding Bonds (the “Bonds”), .... RESPONSIBILITY FOR ENSURING OR VERIFYING BIDDER COMPLIANCE WITH THE .... will be used in a manner that would cause the Bonds to be arbitrage ... CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION: The.
[ 0713CA_OakleyUESD628_NOS.php - Read/Download File
Fiscal Year 2013-2014 - City of Oakland
Jun 11, 2013 ... Debt and Investment Advisory Commission (“CDIAC”) annually ... On October 18, 2012, California Municipal Treasurers Association had certiﬁed that the I .... a system of internal controls designed to ensure compliance ..... This strategy should be used solely for liquidity and not for arbitrage or leverage.
[ 2013-2014_Investment_Policy.pdf - Read/Download File