Helpful Resources

Refer to our resource section to learn about investment guidelines, read Money Matters articles from CSDA's magazine, or get answers to frequently asked questions.

More Resources: (coming soon)

  • Money Matters Articles
  • PPT from Past Conferences
  • New Special District Revenue Guide
  • Sample Debt Management Policy
  • Local Agency Investment Guidelines

More Resources:

Folders

Finance Corporation Resources

Folder Contents

News & Articles

  • The CSDA Finance Corporation  recently helped Ladera Recreation District secure a $1.2 million loan to support the much needed renovation of their 65 year-old swimming pool facilities. The district had not utilized a privately placed bank loan before. The CSDAFC consultant team from Brandis Tallman educated the district on the process and provided crucial information on the changing market during those early pandemic months of 2020.   With the assistance of the consultant team, the district had a better understanding of when to enter the market and were able to select a lender and close read more

Related Resources

General FAQs
Lease-Purchase Financing FAQs
Local Agency Investment Guidelines (pdf)

Prop 26 & 218

Propositions 26 and 218 Guide for Special Districts

Published by the California Special District Association (CSDA), this 48-page guide addresses the impact Propositions 26 and 218 have on special districts and the issues special districts should consider when adopting taxes, assessments, and fees and charges in light of these limitations. This free download is made possible by the partners of the California Special Districts Alliance – CSDA, CSDA Finance Corporation, and SDRMA. 

Download Guide

Video: Successful Strategies for Utilizing Debt