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CPCFA Tax-Exempt Bond Program Forms, Manual, and Model Bond Documents

Forms

• Application for Initial/Inducement Resolution
• The completed application is submitted to CPCFA
• Application for Final Resolution (except IDB)
• The application for CPCFA final resolution (except Industrial Development Bond) is prepared using the form from the California Debt Limit Allocation Committee (CDLAC)
• The completed application is submitted to CPCFA
• CPCFA prepares the Performance Deposit Certification and Exempt Checklist
• CPCFA submits the completed application, the performance deposit certification, and the exempt checklist to CDLAC
• Application for Industrial Development Bond (IDB)
• The application for CPCFA final resolution for IDB is prepared using the form from the California Debt Limitation Allocation Committee (CDLAC)
• The completed application is submitted to CPCFA
• CPCFA submits the completed application to CDLAC
• Application for Refunding
• Post-Issuance Action Request

Program Manual
The Program Manual includes information on eligibility, bond issuance guidelines, role of CPCFA, roles of financing team members, requirements and timeframes for the phases of bond and note issuance, refundings, draw-down requests, post-issuance requests, costs of issuance, and fees.

• Program Manual Updated 10.01.25

Model Bond Documents
CPCFA provides model bond documents for optional use by bond counsel. The purpose of model documents is to streamline the production of bond documents. In addition, use of bond documents simplifies the review of bond documents by all transaction participants. These efficiencies may result in lower costs of issuance for the applicant.

• Please send request for model bond documents to cpcfabond@treasurer.ca.gov.