California Debt and Investment Advisory Commission

Debt Related Publications (by Principal Subject Matter)

Publications below are grouped according to their principal subject matter. If a publication crosses over more than one subject area, it may appear under multiple listings.

For a complete list of all debt-related publications, please see the Alphabetical List of Publications. If you have problems locating a particular publication or have any questions relating to this material, please contact CDIAC. The publications are provided free of charge upon request, unless otherwise noted. Please limit your request to information that will actually be used.

Analyses of Debt Financings

• Analyses of California Public Debt
• Debt Indicators and Criteria for the Assessment of California's Total Outstanding Public Debt
• An Overview of Local Government General Obligation Bond Issuance Trends (1985-2005)
• A Review of California State and Local Outstanding General Obligation Debt: 1992-93 Through 1998-99
• The Use of General Obligation Bonds by the State of California

California Debt Issuance Primer

California Debt Issuance Primer Handbook

Components of Debt Financing

• Auction Rate Securities Issue Brief
• Bond Insurance as a Form of Credit Enhancement in California's Municipal Bond Market
• Competitive vs. Negotiated Sale of Debt
• Disclosure Guidelines for Land-Based Securities
• Electronic Disclosure Issue Brief
• Preparing Requests for Proposals Issue Brief
• Reimbursements and Bond Proceeds
• Understanding the Underwriting Spread Issue Brief
• The Use of Pool Financing Techniques in California: A Look at Joint Issuance Techniques by Public Agencies

Disclosure

• Disclosure Guidelines for Land-Based Securities
• Electronic Disclosure Issue Brief

Interest Rate Swaps

• The Fundamentals of Interest Rate Swaps Issue Brief
• Twenty Questions for Municipal Interest Rate Swap Issuers
• Understanding Interest Rate Swap Math and Pricing

Land-Secured Financing (Assessment District Financing/Mello-Roos Financing)

• Appraisal Standards for Land-Secured Financings
• Disclosure Guidelines for Land-Based Securities
• Guidelines for Mello-Roos Financing
• Mello-Roos Community Facilities Districts Yearly Fiscal Status Report
• Mello-Roos Financing in California
• Recommended Changes to the Mello-Roos Act of 1982: Oral and Written Testimony
• Recommended Changes to the Mello-Roos Act of 1982: Report to the Legislature and Governor
• Recommended Practices in the Appraisal of Real Estate for Land-Secured Financings
• Report of the Interagency Municipal Securities Task Force

Marks-Roos Financing

• Marks-Roos Yearly Fiscal Status Report
• Recommended Changes to the Marks-Roos Local Bond Pooling Act of 1985: Report to the Legislature and the Governor
• Report of the Interagency Municipal Securities Task Force
• A Review of the Marks-Roos Local Bond Pooling Act of 1985

Municipal Leasing

• COPs in California: Current Issues in Municipal Leasing
• Guidelines for Leases and Certificates of Participation
• Leases in California: Their Form and Function
• Glossary of Leasing Terms

OPEBs and GASB 45: A Question and Answer Guide

Public-Private Partnerships

• Privatization vs. Public-Private Partnerships: A Comparative Analysis
• Public Private Partnerships: A Guide to Selecting a Private Partner

Qualified Zone Academy Bonds (QZABs)

Quick Reference Guide to Debt Issuance and Public Fund Investment Seminars

Recurring Reports

• Annual Report
• Calendar of California Public Debt Issuance
• Marks-Roos Yearly Fiscal Status Report
• Mello-Roos Community Facilities Districts Yearly Fiscal Status Report
• State and Local Bond and Tax Ballot Measures
• Summary of California Public Debt Issuance

Redevelopment-Related Financing

• Recommended Practices for California Redevelopment Agencies
• Response to Senate Local Government Committee Request for Information Related to Senate Bill 465 (Soto)
• Tools to Revitalize California Communities
• The Use of Redevelopment and Tax Increment Financing by Cities and Counties

State and Local Government Debt Data Resources