Forms

Request for Proposal (RFP)

Investment Protection Standards

Public Finance Division

Pooled Money Investment Account (PMIA) Loan Application

Request for Financial Advisor Statement of Qualifications

The State Treasurerís Office requests that financial advisory firms interested in admission to the State Treasurerís Office Financial Advisor Pool submit a Statement of Qualifications to this office by 1:00 p.m., California time, on June 2, 2015. The statement of qualifications should respond to the attached Request for Qualifications.

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.

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